Monthly Archives: November, 2012
Commodities Peaks And Solar Peaks
Today’s exercise is to look back in history at the previous secular commodity peaks of 1917, 1947 and 1980, that correlate with the solar peaks of August 1917, May 1947 … Continue reading
Malaysia
Tomorrow I leave Malaysia for Thailand, starting with 4 nights in Phuket. My Malaysian journey has been limited to Peninsular Malaysia (rather than Malaysian Borneo), taking in Melaka, Kuala Lumpur, … Continue reading
In Charts
The CB leading indicators for Germany came in at +0.1 (previous month flat), and for USA +0.2 (previous month +0.5). The summary table is below and shows the overall positive … Continue reading
Global Macro and Leading Indicators
Let me recap on my overall position. I am long commodities for a parabolic finale into a secular peak in 2013, with my biggest exposure in precious metals. I am … Continue reading
Reversal Ahead
For NYSE stocks, take a look at the Mclellan Oscillator as at the end of Wednesday’s session: Source: Breakpoint Trades /My positive divergences in green added Out of the lower … Continue reading
Into Year End
If the secular commodities finale is to play out as I predict, then this should be about the point that commodities, led by gold, start to outperform. Supporting this is … Continue reading
Country Stock Index Valuations
Today’s exercise is a 3-way cross reference between price-book valuation (p/b), price-earnings valuation (p/e) and cyclically-adjusted price-earnings (CAPE) valuation of stock indices around the globe. I believe we are in … Continue reading
Singapore
Today we head into Malaysia for 2 nights in Melaka and then on to Kuala Lumpur. Singapore – what a great place. One of the notable few where the lack … Continue reading
Monday Roundup
A bit more on China first. I acknowledge Marketguy15′s point about Chinese stocks having made a parabolic top in 2007. It was a speculative parabolic, with the Shanghai Composite reaching … Continue reading
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