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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (45533)	11/15/2005 10:08:46 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 110194

Rare, Last sentence. Tell that to the jockeys I bet on. <G>

To: Rarebird who wrote (45533)	11/15/2005 12:59:22 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Hussman is an excellent short term market timer but a very mediocre stock picker. He should stick to what he does best: timing markets over the short term. I disagree on both counts and I think so would he. He often does not get short term plays right and has admitted it many times. He does get intermediate term plays correct most of the time so perhaps that is what you mean. By intermediate I would mean 1-3 months perhaps longer. As for mediocre stock picker I disagree. His 13% returns with low volatity are excellent for the amount of money he manages. You simply can not expect him to be hopping in and out of Drooy and BGO or small energy caps on the amount of money he manages. I think Hussman is one of the brightest guys you can find. As for... The NYSE Composite Index, Russell 2000 and Dow Transports have all hit new all time highs this year. What kind of a Bear Market is that? I expect the DJI to confirm by January 2006 at the latest and the Techs to play catch up. Well the kind of market that until the last few weeks was roughly flat for the past 18 months while he has returned 13% or whatever. BTW he is never net short but based on action and risk does short as a hedge against his longs and those plays have worked out very well for him as well as lowering his volatility. Thus I think you are totally wrong about Hussman in every possible way. Mish