Fri 2009-07-24 00:00 EDT
Van R. Hoisington and Lacy H. Hunt ``betting on inflation as a portfolio strategy will be as bad a bet in the next decade as it has been over the disinflationary period of the past twenty years when Treasury bonds produced a higher total return than common stocks''
Fri 2009-07-24 00:00 EDT
Jesse's Café Américain: Friedman Resigns as NY Fed Chairman, Had Been Buying Goldman Stock in 2008-9 -- ``it is perfectly all right for a Fed Chairman to buy shares in one of the banks he is 'regulating' especially when he is helping to make critical policy decisions directly involving them.''
2008 9; Buying Goldman Stock; Friedman resigns; Jesse's Café Américain; NY Fed Chairman.
Wed 2009-04-01 00:00 EDT
Outfoxing a Bear? Hussman fund has profited from stock-market gains over time, while limiting recent losses, by Janet Paskin, WSJ.com
Thu 2009-02-26 00:00 EST
Stock Market Valuations Following the Great Moderation: Economic Volatility Tends to Lower Valuation Norms in the Bull Markets that Follow, by William Hester
Fri 2009-01-16 00:00 EST
350; Bush Tanking Stocks; grabs; naked capitalism; remains; TARP.
Fri 2009-01-16 00:00 EST
durations shifts in stocks as prices and earnings fall
2009; Hussman Funds; January 12; long-term; shorter; weekly market comments.
Fri 2009-01-16 00:00 EST
Why US Dollar Investments Are A Ticking Time Bomb, by Manraaj Singh; China likely to sell large chunk of US dollar reserves
Contrarian Stock Market Investing News; dollars invest; Featuring Bargain Stocks; ticking time bomb.
Thu 2009-01-15 00:00 EST
SO AGAIN -- HOW DID IT HAPPEN? by Peter T. Treadway, The Dismal Optimist | The Big Picture; ``excess internationally derived high powered money creation and Minsky private sector credit creation'' ``near term further deleveraging and deflation will prevail globally...too early to buy stocks or real estate or art despite the apparent values''
Thu 2009-01-15 00:00 EST
``Yes, there is a mortgage interest deduction, and a capital gains exclusion for a primary residence - but there is also a property tax for real estate. This is a tax disadvantage compared to stocks and bonds.''
Tue 2009-01-06 00:00 EST
The bubble in low-quality stocks is the third to deflate, by William Hester
Fri 2008-11-07 00:00 EST
by William Hester; ``period following the broad acceptance of a recession is usually far better for investors than the period that precedes it''
