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MONDAY’S MUST READS

12 October 2009 by TPC 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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10 Comments »

  • AWF said:

    Wonderfull stuff from Hussman–A MUST Read!

    Zen Lessons In Market Analysis

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    # 12 October 2009 at 9:40 AM
  • TPC (author) said:

    Agreed. He was really on point this weekend….

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    # 12 October 2009 at 9:46 AM
  • James said:

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

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    # 12 October 2009 at 10:37 AM
  • X said:

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

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    # 12 October 2009 at 11:28 AM
  • Try said:

    Brian Wesbury has been wrong for almost 2 years straight

    Can’t believe you use him as a resource?

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    # 12 October 2009 at 11:44 AM
  • TPC (author) said:

    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.

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    # 12 October 2009 at 11:49 AM
  • Try said:

    And that’s the rub…

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    # 12 October 2009 at 12:12 PM
  • TPC (author) said:

    Hussman is plenty rich himself….

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    # 12 October 2009 at 12:16 PM
  • X said:

    TPC i dont mean wealth. I mean mkt performance

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    # 12 October 2009 at 12:22 PM
  • TPC (author) said:

    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.

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    # 12 October 2009 at 12:24 PM