Twitter | Search | |
This is the legacy version of twitter.com. We will be shutting it down on 15 December 2020. Please switch to a supported browser or device. You can see a list of supported browsers in our Help Center.
John P. Hussman 16 Aug 19
Maybe riskier alt assets like gold, but a yield-seeking "everything" bubble doesn't leave big "pockets of value" for passive investors. It should be enough to navigate shifts between speculation and risk-aversion in conventional assets (which we infer from market internals).
Reply Retweet Like
Maziar Namvar 16 Aug 19
Replying to @hussmanjp
Emotionally its a bit depressing read in that you realize that logic and heuristics that have worked no longer apply... And then on queue the other side of your brain kicks in and starts smelling blood and you wonder if that's still old school thinking. Thanks 4 sharing
Reply Retweet Like
ClusterTrader 16 Aug 19
Replying to @hussmanjp
It is not just the US. There used to be a limit to measures of debt-to-gdp, re Japan 1990 or Brazil 1980. China has proved that no such limit exisits. Absolute control over citizens with credit and jobs linked to social scores. Money or your life..choose life. or dead can't short
Reply Retweet Like
RangeBound 16 Aug 19
Replying to @hussmanjp
So what is the rational investor to do? Good old CDs?
Reply Retweet Like