Category Archives: John Hussman

Weekend Reading: Recession Risk Hidden In Tax Bill

By silveristhenew | Published December 8, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, Since the election, equity bulls have been pinning their hopes on “tax cuts” as the needed injection to support currently elevated stock prices. Stocks have advanced sharply since the election on these expectations, and while earnings have recovered, primarily due to the rise in oil prices, whatever economic growth […]

Also posted in Art Laffer, Bitcoin, business, Cliff Asness, Committee for a Responsible Federal Budget, Committee For A Responsible Federal Budget Worrying Data Raises Recession Fears, Deficit reduction in the United States, Doug Kass, Economic ideologies, Economy, Equity Markets, Great Recession, Monetary Policy, Morningstar, Political debates about the United States federal budget, Presidency of Barack Obama, Presidency of George W. Bush, Reagan Administration, Reality, Recession, Republican party, senate, Trump Administration, Tyler Durden, United States federal budget, US Federal Reserve, world | Tagged Federal Reserve | Comments Off

Weekend Reading: You Have Been Warned

By silveristhenew | Published November 17, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, Investors aren’t paying attention. There is an important picture that is currently developing which, if it continues, will impact earnings and ultimately the stock market. Let’s take a look at some interesting economic numbers out this past week. On Tuesday, we saw the release of the Producer Price Index […]

Also posted in Bear Market, business, China, consumer price, consumer Price Index, CPI, Doug Kass, Economy, Mars, National Retail Federation, p2p, Price indices, Producer Price, recovery, Tax, Tyler Durden, US Federal Reserve, Value-added tax | Tagged turkey | Comments Off

Weekend Reading: It’s The Debt, Stupid

By silveristhenew | Published November 10, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, As I noted last Friday, the recently approved budget was an anathema to any fiscally conservative policy. As the Committee for a Responsible Federal Budget stated: “Republicans in Congress laid out two visions in two budgets for our fiscal future, and today, they choose the path of gimmicks, debt, […]

Also posted in Adam, Apple, b, Bitcoin, business, Classical liberalism, Committee for a Responsible Federal Budget, congress, Conservatism, Doug Kass, Economic Policy Institute, Economy, Economy of the United States, Federal Deficit, Fiscal conservatism, fiscal policy, Fitch, National Debt, Political debates about the United States federal budget, Presidency of Barack Obama, Reality, Republican party, Rosenberg, Sovereigns, Tax, Tax Cut, Thought, Tyler Durden, United States federal budget, US Federal Reserve, US government | Comments Off

Weekend Reading: $7 Trillion To Manipulate Prices

By silveristhenew | Published October 13, 2017

Authoreed by Lance Roberts via RealInvestmentAdvice.com, As the stock market continues to press new highs, the level of optimism climbs with it. I discussed yesterday Richard Thaler’s, a recent recipient of the Nobel Price in Economics, comments about not understanding the current “irrationality of investors relating to their investing behavior.” What is interesting is that […]

Also posted in "zero Hedge", Bridgewater, business, Corporate Finance, Doug Kass, Economy, finance, flash, hedge fund, Joseph Stiglitz, Larry Summers, MarketWatch, Michael Lewis, money, Nouriel, Nouriel Roubini, Republican party, Securities and Exchange Commission, Share repurchase, stock, Stock Market, Tyler Durden, US Federal Reserve | Tagged Global Economy, investment | Comments Off

Weekend Reading: Harvey & The Broken Window Fallacy

By silveristhenew | Published September 1, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, As the waters recede from “Hurricane Harvey,” the rebuilding efforts begin. It will take quite some time before Houston fully recovers from the tragedy, but recover we will. Hopefully, lessons were learned by a city government that has avoided dealing with the drainage and flooding problems for far too […]

Also posted in business, business cycle, Central Banks, Debt Ceiling, Detroit, Donald Trump, Doug Kass, Economics, Economy, headlines, Lehman, Lost Wages, macroeconomics, Meltdown, Reality, Recession, recovery, Republican party, Tyler Durden, US Federal Reserve | Tagged investment, Unemployment | Comments Off

Weekend Reading: Yellen Lets Doves Fly

By silveristhenew | Published July 14, 2017

Authored by Lance Roberts via RealInvestment Advice.com, As I noted in yesterday’s missive, Yellen’s recent testimony on Capitol Hill sent robots frantically chasing asset prices on Thursday even before testimony began. The catalyst was the release of prepared testimony which included this one single sentence: “Because the neutral rate is currently quite low by historical […]

Also posted in 'financial crises", banking, Bear Market, business, business cycle, congress, Economic Growth, Economy, Fail, Federal funds rate, Federal Reserve System, finance, Interest Rates, Janet Yellen, Larry Summers, macroeconomics, Monetary Policy, Nouriel, Nouriel Roubini, Recession, Republican party, S&P 500, Testimony, Tyler Durden, US Federal Reserve, Volatility | Comments Off

Weekend Reading: Oil Slick

By silveristhenew | Published June 23, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, Beginning in December of last year, following the announcement by OPEC of a cut in oil production, I have discussed the “headwinds” that persist against a sustained rise in oil prices. “The supply/demand dynamics currently suggest that oil prices and energy-related investments could find a long-term bottom within the […]

Also posted in 'financial crises", Ben Graham, Bond, business, business cycle, Capitalism, Cliff Asness, Commodity markets, economic bubble, Economy, finance, money, OPEC, Organization of Petroleum-Exporting Countries, Peter Boockvar, Petroleum politics, Price Of Oil, Recession, recovery, Rosenberg, US Federal Reserve | Tagged Federal Reserve | Comments Off

Weekend Reading: The Everything Bump

By silveristhenew | Published June 9, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, I received an email this morning that is symptomatic of the current psychology prevailing in the market currently: “It seems to me like much of the market movement these days due by the huge increase in algo-driven trading and also by direct or indirect CB intervention. Every time you […]

Also posted in 'financial crises", b, B.S., Bloomberg L.P., Bond, business, CNBC, Dutch Financial Revolution, economic bubble, Economy, finance, Ice Age, Medicare, Middle East, money, NBCUniversal, Nouriel, Nouriel Roubini, Peter Boockvar, Ray Dalio, recovery, Stock Market, Tyler Durden, U.S. Route 9W, US Federal Reserve | Tagged Unemployment | Comments Off

Weekend Reading: Markets May Be Getting Expensive

By silveristhenew | Published April 7, 2017

Authored by Lance Roberts via Real Investment Advice, Let me suggest a warning. Two week’s ago, I discussed the failure of Congress to get the Affordable Care Act (ACA) repealed, much less replaced. The problem, of course, is the failure to repeal the ACA leaves in question the ability to pass other agenda based items such […]

Also posted in alt right, Bear Market, Bond, business, Climate change skepticism and denial, congress, Donald Trump, Dumb Money, Fail, Federal Open Market Committee, Federal Reserve System, Mexico, Monetary Policy, Obamacare, Patient Protection and Affordable Care Act, Paul Tudor Jones, Reality, Republican party, Risk Premium, senate, Statutory law, The Apprentice, Tyler Durden, United States, US Federal Reserve, US House of Representatives, Wall of Worry, White House, WWE Hall of Fame | Comments Off

Weekend Reading: Just Buy Everything

By silveristhenew | Published March 17, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, On Wednesday, as I discussed yesterday, the Fed hiked rates and despite the fact that hiking interest rates further tightens monetary policy, thereby reducing liquidity to the markets, the markets rallied anyway. With the hopes of accelerated earnings recovery being muted by falling oil prices, higher borrowing costs, and […]

Also posted in Bond, Borrowing Costs, business, CNBC, Doug Kass, Economic Bubbles, economic history, Economics, Economy, Financial crisis of 2007–2008, financial market, Ford, Great Recession in the United States, History by period, Jan Hatzius, MarketWatch, Medicare, MIT, Monetary Policy, OPEC, Organization of Petroleum-Exporting Countries, Recession, recovery, Stock Market, Tyler Durden, US Federal Reserve | Comments Off