John P. Hussman 4/17/17 - The Value of Dry Powder “The chart below shows the most reliable market valuation measure we identify,...

Emmanuel Macron and Marine Le Pen through to second the round in French politics. I suppose the doomsday scenario has been avoided as...

As far as the general US stock market is concerned, we are in a "sleepy correction". It just feels heavy and unsatisfying. A few days...

More signs of waning confidence in the economy and the Trump Administration. Yesterday was yet another “risk-off” day but it would appear...

I am continually getting companies in the financial sector as potential buys from the our model. I'm not adding to the portfolio at this...

Yesterday’s non-farm payroll numbers whiffed big time. The stock market had a muted reaction although Industrials moved higher. Vulcan...

On the market...Stocks were spooked by the release of the Fed minutes yesterday. Risk-off securities are making a come back as the rally...

Bottom Line: We're still very skeptical about the market here. We put on hedges against our long exposure yesterday. Should we see...

On the economy and the dichotomy between expectations and reality. On FX On Sentiment On Yield Analysis On Energy On Sector Rotation On...