With John Hampson

US Demographic Peak Of 2000

The US enjoyed united demographic uptrends from 1980 to 2000 and since then united downtrends. Here are a collection of charts that show the powerful reality of this influence. 1. … Continue reading

September 18, 2014 · 86 Comments

Problems in China

1. China tipped over the demographic cliff circa 2007-2010. Here are middle to young, middle to old, net investors and dependency ratio (inverted) measures: 2. China’s stock market enjoyed a parabolic … Continue reading

September 16, 2014 · 166 Comments

Gold Update

Gold behaves as the anti-demographic. This chart shows US demographics versus p/e ratio (equivalent to inflation-adjusted stocks) and gold price on a long term view. P/es or real stocks trend … Continue reading

September 12, 2014 · 186 Comments

10 Indicators Cross-Referenced

1. Investors Intelligence II Bears (advisor sentiment) is sub 15 again this week, previous clusters shown:  Source: Stockcharts Here are those sub 15 readings on the 80s Dow:  Source: Stockcharts The … Continue reading

September 11, 2014 · 78 Comments

Short Term Clues

The Dow, Biotech and Junk bonds are all still flirting with double tops and are unresolved at the time of writing, though JNK has been the most repelled (Stockcharts): In … Continue reading

September 9, 2014 · 134 Comments

Characteristics Of A Stock Market Peak

Focussing on the US stock market, I’ll divide this into two: what’s currently flagging a peak, and what’s – arguably – missing. First, the different angles and disciplines that are signalling … Continue reading

September 8, 2014 · 60 Comments

As Things Stand

The stock market topping process began at the turn of the year: Speculation peaked in Feb/Mar along with the likely smoothed solar maximum: So, topping process phase 1: turn of the year risk … Continue reading

September 4, 2014 · 148 Comments

Last 30 Years

MSCI world equity index valuation chart for the last 30 years: Source: Investec The overall dotted line trend matches the black global demographics composite in the next two charts: Conventional … Continue reading

September 3, 2014 · 59 Comments

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