Which Indicator is Right?

2023-09-06T18:28:33+00:00September 6th, 2023|Categories: INVESTMENT|

Executive Summary This week’s newsletter will be abbreviated as is the Labor Day work week. The inverted yield curve, which has preceded most recessions, seems to be indicating recession (see first graph). Two consecutive quarters of negative GDP is generally accepted as a recession. However, in 2022 [...]

Dr. John Hussman’s Assessment of the Market

2023-07-25T16:40:51+00:00July 25th, 2023|Categories: INVESTMENT|

Executive Summary John Hussman, Ph.D., economist, market analyst and fund manager, provides some of the best market analyses in the industry. He is renowned for using actual historical occurrences in assessing the validity of valuation methodologies and identifying market syndromes. He gained recognition by accurately predicting the [...]

Are New Car Prices About to Fall?

2023-07-11T18:42:12+00:00July 11th, 2023|Categories: INVESTMENT|

Executive Summary When short-term interest rates are higher than long-term interest rates, the curve is considered inverted. Typically, this occurs just prior to or during recessions. In the first graph below, one can see the curve has not been this inverted in 40 years. Additionally, leading economic [...]

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