Category Archives: Main Page

Grantham on max (misplaced) Fed-faith

The shares of world-leading companies with incredible products still commonly end up devastating as investments when bought at euphoric prices. Investors’ faith in the Federal Reserve has become so unshakable that not even the highest inflation in three decades is … Continue reading →

Posted in Main Page | Comments Off on Grantham on max (misplaced) Fed-faith

We are here👇

Facts exist whether we choose to acknowledge them or not. The chart below, courtesy of John Hussman, shows the current S&P 500 price as a ratio of historically reliable valuation measures (bottom x-axis) and actual subsequent S&P 500 12-year total … Continue reading →

Posted in Main Page | Comments Off on We are here👇

Hussman on the pandemic, economy and asset market outlook

John Hussman is one of the most analytically-rigorous fund managers out there. He is widely respected on Wall Street — not just for correctly calling the busts of both the 2001 Dot-com and 2008 housing bubbles AND positioning his clients … Continue reading →

Posted in Main Page | Comments Off on Hussman on the pandemic, economy and asset market outlook