Blog
Is the Other Shoe Dropping?
Executive Summary Over the past year, the economy has weakened, but the “strength” in the labor force has kept us from recession. [...]
Is the Carry Trade Unwinding?
Executive Summary To take advantage of negative interest rates in Japan and a strengthening dollar, investors have been borrowing funds in yen [...]
More From Dr. Hussman
Executive Summary Today’s missive compares the historical price movements in Cisco Systems to the price movements in Nvidia today. While there are [...]
Is Nvidia the Next Cisco?
Executive Summary Today’s missive compares the historical price movements in Cisco Systems to the price movements in Nvidia today. While there are [...]
How Broad is the Stock Market?
Executive Summary As shown in the first graph of the missive this week, only 17% of companies in the S&P 500 have [...]
How Absurd Has the Stock Market Become?
Executive Summary In this week’s missive, I will focus on one financial metric to demonstrate the absurdity of today’s stock market prices. [...]
Is Hussman Calling the Top?
Executive Summary Every stock market cycle in history has had both a bull (upside) and bear (downside) to it. The challenge is [...]
Is the Jobs Market Strong?
Executive Summary A look at the “strong” employment data reveals some discrepancies casting doubts on the employment picture. For instance, the Establishment [...]
Is the U.S. in Recession?
Executive Summary The National Bureau of Economic Research (NBER) makes the official declaration of recessions, which can occur up to a year [...]