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Commentary »

[19 Aug 2008 | No Comment | ]

Last week I wrote about my ten favourite fund managers letters. Writing about those letters made me realise how reliant I have become on RSS feeds and email. One of my favorites from that list don’t offer an RSS or email option. Consequently a month can fly past before I remember to check the site.
Well no more I say! To ensure I read the invaluable Hussman Funds Weekly Market Comment and to provide it via RSS feed and hopefully via email, I will link John P Hussman’s weekly comments here.
This …

Philosophy, Purchases »

[26 Jun 2008 | No Comment | ]

I often see this confusion in fundamental investors, how can you call a bottom? The thing is you can’t. Technical investors know that and never proclaim they can. Fusion investors also know they can’t time market bottoms, but they also know they can increase their chances of getting close to the bottom by combining fundamental and technical analysis in a mixing bowl along with some behavioral finance. Fusion analysts know they don’t have to nail the bottom, to outperform they simply buy at prices lower than 50% of other market …