With John Hampson

Commodities Peaks And Solar Peaks

Today’s exercise is to look ┬áback 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

November 28, 2012 · 75 Comments


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

November 26, 2012 · 11 Comments

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

November 23, 2012 · 11 Comments

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

November 16, 2012 · 60 Comments

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

November 15, 2012 · 35 Comments

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

November 13, 2012 · 11 Comments

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

November 9, 2012 · 26 Comments


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

November 7, 2012 · 28 Comments

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

November 5, 2012 · 9 Comments

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