Money and Finance
- Links
A mental model education (LINK) Sanjay Bakshi: Why I Still Don’t Like MCX (LINK) The Jack Ma Way (LINK) In case you haven't bought your copy yet, Guy Spier's book officially comes out tomorrow (LINK) Market Cap to GDP: The Buffett Valuation...
- Hussman Weekly Market Comment: Double Trouble
Link to: Double TroubleEconomic Notes One of the seemingly confusing aspects of Friday’s employment report was the increase of 638,000 jobs in the household survey, which contrasted with the rather disappointing 113,000 jobs in the more widely...
- John Mauldin: A Lost Generation
It is pretty well established that a tax increase, especially an income tax increase, will have an immediate negative effect on the economy, with a multiplier of between 1 and 3 depending upon whose research you accept. As far as I am aware, no peer-reviewed...
- Barry's Annual Holiday Book Survey
My friend Barry's Holiday Book Survey is back! The short version of the directions is: CLICK HERE and fill out. And then please tell friends about it as well. If you are interested in previous years' results, they are HERE. Here is Barry's slightly longer...
- Book Survey
My friend Barry is doing a book survey. Here are Barry’s words on how it works: In the last couple of years I have compiled a yearly list of book recommendations from a group of colleagues, family and friends. This year I have expanded the list of participants...
Money and Finance
Hussman Weekly Market Comment: Shall We Dance?
Last week, Investors Intelligence reported that the percentage of bullish investment advisors increased to 54.3%, with bears contracting to 22.3%. Vickers reported that corporate insiders are again selling at a nearly frantic pace of 9.2 shares sold for every share purchased, and the NAAIM survey reported that the average overall equity exposure reported by active investment managers reached 104.25% at the end of January – a leveraged position, and the highest figure in the history of the survey. Indeed, among individual survey participants, the lowest allocation was 60% - the most bullish exposure ever for the most bearish participant in the survey. The previous record in the survey’s history was 96% in early 2007.
- Links
A mental model education (LINK) Sanjay Bakshi: Why I Still Don’t Like MCX (LINK) The Jack Ma Way (LINK) In case you haven't bought your copy yet, Guy Spier's book officially comes out tomorrow (LINK) Market Cap to GDP: The Buffett Valuation...
- Hussman Weekly Market Comment: Double Trouble
Link to: Double TroubleEconomic Notes One of the seemingly confusing aspects of Friday’s employment report was the increase of 638,000 jobs in the household survey, which contrasted with the rather disappointing 113,000 jobs in the more widely...
- John Mauldin: A Lost Generation
It is pretty well established that a tax increase, especially an income tax increase, will have an immediate negative effect on the economy, with a multiplier of between 1 and 3 depending upon whose research you accept. As far as I am aware, no peer-reviewed...
- Barry's Annual Holiday Book Survey
My friend Barry's Holiday Book Survey is back! The short version of the directions is: CLICK HERE and fill out. And then please tell friends about it as well. If you are interested in previous years' results, they are HERE. Here is Barry's slightly longer...
- Book Survey
My friend Barry is doing a book survey. Here are Barry’s words on how it works: In the last couple of years I have compiled a yearly list of book recommendations from a group of colleagues, family and friends. This year I have expanded the list of participants...