With John Hampson

State Of Play

Let’s start with the big 3 macro: economic surprises, Euro debt and leading indicators. Economic Surprises for the G10 nations show increasing evidence of having bottomed and entered a new … Continue reading

July 31, 2012 · 6 Comments

Charts Of Interest

1. AAII sentiment survey bullish percent 12 week average at level that represented important bottom for US equities historically: Source: Sentimentrader / AAII / TSP Talk 2. Yet Vix is … Continue reading

July 27, 2012 · 4 Comments

Technical Equities

This is the technical picture for the Nasdaq, the leading index. In a very tidy channel since the bull market began in 2009, it has made a series of advances … Continue reading

July 26, 2012 · 5 Comments

Lunar Phase

A perfect lunar phase turn in the markets last week – up into a peak at Thursday’s new moon and then since downward. The downward pressure of forecast geomagnetism and … Continue reading

July 24, 2012 · 12 Comments


Measured in US dollars, gold is into the nose of a large triangle that should break one way or the other within the next 4 weeks: Priced in Euros, the … Continue reading

July 18, 2012 · 16 Comments

Macro Update

Let’s start with Economic Surprises. G10 nations: Source: Bloomberg / Citigroup And Emerging Markets: Source: Bloomberg / Citigroup The message is one of improvement in actual data versus expectations. Next, … Continue reading

July 17, 2012 · 2 Comments

Equities v Bonds v Commodities v Dollar

Here is the 30 year treasury long term chart. Price has hit the top of the channel from which previous reversals occurred. Underlying Source: Stockcharts / James Craig Below we see … Continue reading

July 11, 2012 · 20 Comments

The Macro Picture

Citigroup Economic Surprises for the G10 nations: Source: Bloomberg Citigroup Economic Surprises for Emerging Markets: Source: Bloomberg The message is one of a potential bottoming in June, but we need … Continue reading

July 10, 2012 · 16 Comments

Charts For Thought

Other analysts’ views of the bigger picture: Market Anthropology show this technical analogy with 2007 (below). What happened next? The beginning of the waterfall declines all the way down to March … Continue reading

July 5, 2012 · 11 Comments

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