For starters Dr. John Hussman is a long/short hedge fund manager who is both geographically and intellectually far away from any cheap Wall Street Fund managers/analysts.
His claim to fame?
He has called last few major/crashes to almost the last day/week. And not just that - he has beaten 99% of Fund managers over the last 5 years as per Bloomberg (http://www.thecapitalgoldgroup.com/2010/11/u-s-stocks-drop-amid-irish-bailout-fund-raids-in-insider-trading-probe/)
Here's a year end post from Dr. John Hussman
http://www.hussmanfunds.com/wmc/wmc101220.htm
Its somewhat complicated read - esp if you are reading Hussman's post for the first time but if you make it a habit of reading his every Monday evening (IST) post, this summary would be a very good guide to what could come in 2011.
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