With John Hampson

SC24 v. SC14

Leif Svalgaard suggests solar cycle 24 could be similar to solar cycle 14, which had a long flat top, which is in line with Jan’s comment. Underlying source: Leif Svalgaard – … Continue reading

June 28, 2012 · 14 Comments

Agri Commodities Awake

I have updated all the models, on their respective pages. Geomagnetism continues to be a good guide. Here I have highlighted the periods of higher geomagnetic disturbances corresponding to periods … Continue reading

June 26, 2012 · 24 Comments

Roundup into the FOMC

Another bullish day yesterday for pro-risk, and we are now at dual resistance on the SP500: Source: TSP Talk / Decision Point Yesterday was the new moon, and downward pressure now emerges on my lunar … Continue reading

June 20, 2012 · 11 Comments

Markets Update And The Secular

So it’s been range trading but with an upward bias for the markets into the coming weekend’s Greek elections. Greek stocks got a 10% pop yesterday on unofficial polls pointing … Continue reading

June 15, 2012 · 14 Comments

Leading Indicators

The latest leading indicator readings from the Conference Board came in for Spain and Japan, both in the negative. The table below has turned from almost all green to at … Continue reading

June 13, 2012 · 10 Comments

One Week Later

As expected, we saw a reversal at the start of last week. Capitulative Breadth hit the 7-10 capitulation zone on Monday (and has since dropped back to zero due to the … Continue reading

June 10, 2012 · 10 Comments

Weekend Update

As I’m not here next week, here is an additional update following Friday’s falls. Economic data really disappointed again. The only positive is that Surprises are reaching towards a level … Continue reading

June 2, 2012 · 1 Comment

Update, P/Es and Website

Global Economic Surprises resume downwards, Euro CDS continue upwards, pressure on pro-risk continues in the absence of any notable policy responses. At the time of writing, Europe Friday morning, US … Continue reading

June 1, 2012 · 15 Comments

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