IMF Warns On US Policy. Markets Depend On US NOT Fixing It.
No wonder the IMF has been forced to speak up on US fiscal policy. US finances have taken an extraordinary turn in the last year or so, and we are
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
No wonder the IMF has been forced to speak up on US fiscal policy. US finances have taken an extraordinary turn in the last year or so, and we are
When a credit system fails, debts have to be devalued one way or another. At the core it is a currency system failure. The US trade and fiscal deficits are
In the table below the performance for all major asset classes was negative for Q1 2018. Data from Orion Advisors This is a rare occurence because usually there are clearer
Ever since 2008 policy, markets and the economy, have been reflecting a new paradigm, which is shown in the chart above. The trend in GDP growth to federal debt
Asset purchases and debt growth have been unprecedented in recent years. Central Bank asset purchases have now exceeded $20 Trillion, or nearly half of world GDP. Corporations have also been
https://www.hussmanfunds.com/comment/mc180302/ The distinction between “Durable” and “Transient” market gains Markets and experience make opinions not valuation
“Call us cynical, but the prospect of equity market excess returns for the next ten years measuring in the fractions
Bonds take on the 30 year Yield downtrend The Government-Induced Liquidity Crisis Global Divergences Market
The recent shift down in SPY may be confirming a larger head and shoulders pattern. Without a change in the trend
The chart above is a representation of risk and return in US securities markets over calendar year 2017. The coloured squares show benchmark results for well known indexes. The green and red circles
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
© 2025 CB Management. All Rights Reserved.