Hussman also jumps on the profit mean reversion bandwagon

I have been banging on about profit margins for the past month, ever since I predicted 2012 would be an inflection point toward S&P500 margin compression last month. A lot of people are coming out in defense of this idea. So last week's weekly was on this topic as well, quoting from James Montie...

As this site is now reader-supported via Patreon, the remainder of this article is only available to subscribers at a specific patronage level. Articles at patronage levels BRONZE, SILVER, and GOLD are denoted by the categories in blue capital letters above the post. Posts categorized DAILY are available to both SILVER and GOLD patrons.

Click here to join. Your readership is greatly appreciated!

Registered users can log in by entering details here or below.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More