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MONDAY’S MUST READS

12 October 2009 by Cullen Roche 10 Comments

Zen Lessons In Market Analysis -  Hussman

Direction Dictates -  Saut

A Bounce, But No Boom -  Shiller

The Bulls Have Room To Run -  Dorfman

The Falling Dollar Is Bad -  Fortune

The Falling Dollar Is Good -  NY Times

The Recovery Is Well Underway -  Wesbury

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Comments
  • AWF

    Wonderfull stuff from Hussman–A MUST Read!

    Zen Lessons In Market Analysis

  • Cullen Roche TPC

    Agreed. He was really on point this weekend….

  • James

    Haha that is rich. “The falling dollar is bad”-fortune. “The falling dollar is good”-NYT.

  • X

    Sensational stuff from Hussman .. but the sad part is that Bill Miller is raking it in while Hussman hedges

  • Try

    Brian Wesbury has been wrong for almost 2 years straight

    Can’t believe you use him as a resource?

  • Cullen Roche TPC

    Try,

    I have been terribly critical of Wesbury as he has remained super bullish for 2 years. His notes are worth reading just to keep perspective of what everyone is thinking….Trust me, I don’t believe one word the man says, but a large group of people do.

  • Try

    And that’s the rub…

  • Cullen Roche TPC

    Hussman is plenty rich himself….

  • X

    TPC i dont mean wealth. I mean mkt performance

  • Cullen Roche TPC

    Yeah, Hussman’s performance has left a lot to be desired over the last 6 months, but he has a very different style. He never swings for home runs. He is more like a bond fund. His risk adjusted returns are very good. Comparing him to Miller’s high octane approach is not quite right.