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

To: bart13 who wrote (86995)9/28/2007 8:57:48 AM
From: sea_biscuit  Read Replies (2) | Respond to of 110194
 
That is silly. If you count the performance of the fund from its date of inception till date, there is NOTHING selective about that.

As for Hussman reading the Fed and government ops, nobody can expect how far they can go. Looks like they are determined to turn the US dollar into the US peso, and even if one could have predicted that, it would be hard to say how quickly they would do it.



To: bart13 who wrote (86995)9/28/2007 11:19:31 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
I guess you are saying he missed the Fed being loose? In reality the Fed has not been especially loose for about a year. If he (and others like me) missed anything it was the creation of front load incentivized deregulated wildcat finance, and their willingness to leverage up about anything and everything. That destroyed the market's discounting mechanism, leaving us in this strange surreal levitated environment.


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