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

To: NOW who wrote (45654)11/16/2005 12:51:59 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
hussmans appraoch is NOT based on timing imo

Exactly
He is not a short term timer at all

His method is based on valuations and perceived market action
4 quadrants if you would

Mish



To: NOW who wrote (45654)11/17/2005 1:20:21 AM
From: chainik  Respond to of 110194
 
<hussmans appraoch is NOT based on timing imo>

If he is 30% or 100% long at one point, and neutral at another, this is by definition market timing. He uses the term "Market Climate", but this is just a fancy was of saying "a set of indicators that I follow".


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