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In the midst of work uncovering a target for the US dollar that will surprise many if it comes about, of taking a hard look at the messages of long-term Treasury yields and the yield curve, defining potential macro outcomes (inflation, Goldilocks or deflation) based on these indications and planning strategy accordingly, NFTRH 662 got a little out there with a discussion of the mindset that is behind the name of the Notes From the Rabbit Hole service. The mention of John Hussman (I could also have put the estimable Jeff Snider or the Robert Prechter of yore in this piece) is not meant to insult. It is meant to simply state that a fiduciary manager like him, honestly following his work, is not geared to make significant gains during high risk market phases.

Robert prechterJohn hussmanJeff sniderGary tanashianMarket psychology stock marketsNotes fromRabbit holeMarket oracleFinancial markets analysisஜான் ஹஸ்மேன்ஜெஃப் ஸ்னைடர்குறிப்புகள் இருந்துமுயல் துளைசந்தை ஆரக்கிள்நிதி சந்தைகள் பகுப்பாய்வு