A Journal of Independent Research, Analysis,
 Opinion and Insight

 
fullissue
03 24 2023 WOWS Full Issue, 69 pages
An Alternative Way To View Or Print The Entire Current Issue As A Single Document
3/24/23 1:00 AM
Attention Paid-Up Subscribers: To read or print the entire current issue as a single document, use the "easyprint" feature in the "Nav bar" to the right to open it, or any of WOWS' individual features, as an Adobe PDF file, and then print it. Alternatively, you can click "more" at the bottom of this paragraph and then click the red Adobe icon that appears. Your second click will download the full issue .pdf file of WOWS' latest issue to your computer, a process that -- depending on the file size and your connection speed -- might take more than the blink of an eye. Then, depending on preferences you've set on your device, it will either open automatically or show up in your downloads folder, waiting to be opened. [More]
 
listeningin
Hard-Won Market Insights
Mulhenkamp & Co.’s Leader On Turning Market Scares Into Profits
3/24/23 2:00 AM
Muhlenkamp is an old name in the mutual fund business. Indeed, I interviewed this week’s interviewee’s father, Ron Muhlenkamp, the founder of the eponymous advisory firm, back in 2006 in the pages of WOWS’ predecessor publication. 

At that point Muhlenkamp was a nearly 30-year-old company growing like gangbusters. Its mutual fund, MUHLX, created practically at starting gun of the secular bull market, in 1983, boasted AUM topping $3 billion.

Well, then the GFC happened, and Ron took a shellacking in a big exposure to homebuilders.
[More]

 
guestperspectives
Edge of The Edge
Even Without Decisive Evidence of Recession, Tightly Buckle Down
3/24/23 3:00 AM
By John P. Hussman


 “Don’t hassle me about the crumbs, man.

[More]

 
chartsightings
Reversal
Have Been Waiting For Signal Defensives Outperforming. It’s Here
3/24/23 4:00 AM
By Michael Belkin


It’s time to declare victory and move on. Our model covered stock market shorts and went long the Nasdaq on Oct 17th, 2022.

[More]

 
chartsightings
Enduring Insights
Leuthold Group Founder Steve Leuthold

By Kate Welling


This note will be brief. When I happened on the “antique” article from the Oct.

[More]

 
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