Fri, Apr 18, 2014, 5:35 AM EDT - U.S. Markets closed for Good Friday

Recent

% | $
Quotes you view appear here for quick access.

Hussman Strategic Growth Message Board

  • sean_erickson2000 sean_erickson2000 Jun 23, 2013 5:31 PM Flag

    Risk-aversion shift

    If theres a shift to risk aversion that happens before crashes(except 1973) , why not wait for that to happen before being fully hedged?

    That being said, i think his advice to consider TIPS is a good one. The 10 year tips yield is now at 0.59%(it was at -0.74 just in april), which i think is definitely more attractive then treasuries unless you believe inflation in the next decade will average less than 1.93%.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • ktcurry@rocketmail.com ktcurry Jun 28, 2013 2:43 PM Flag

      Are you two serious? Hussman has a PhD in economics. He's spent years developing, testing and refining his models. He gets paid over 20 million a year for doing what he does. He KNOWS what he's doing. Do you guys really think you can flippantly come up with better schemes than what Dr. Hussman has developed?

      • 2 Replies to ktcurry
      • And one would think with all that intelligence and credentials that Hussman would be smart enough to know that no one can successfully time the markets. Yet he keeps trying and failing and modifying his models, etc.

      • you can put that one on me, I think Floyd has a little more faith. I think Dr. Hussman is very intelligent and will likely do quite well particularly on a risk-adjusted basis. I do doubt how much you can tell the future from the past, even with strong regressions and models. I do agree with him that this is a bad place for significant exposure to the US market although I do think that there's pockets of value.

    • When a crash happens it's REAL fast and the initial drops can be extreme. But maybe compromise on your point and hedge against the volatile sectors while waiting with the lower risk holdings (vs. hedging with options against the S&P).

 
HSGFX
9.98-0.02(-0.20%)Apr 17 6:24 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Weibo Corporation
NasdaqGSThu, Apr 17, 2014 4:00 PM EDT
KeyCorp.
NYSEThu, Apr 17, 2014 4:01 PM EDT
Advanced Micro Devices, Inc.
NYSEThu, Apr 17, 2014 4:00 PM EDT