S O L A R C Y C L E S

With John Hampson

All Change At The Solar Max

1. The solar maximum peaked out mid-2014 2. Geomagnetism intensified since then 3. That’s twin negatives for risk assets, reflected in the drop in commodities 4. It’s also twin negatives … Continue reading

April 19, 2015 · 273 Comments

Saturday Markets Update

Stocks ended the week on some buying. We are approaching this coming Tuesday’s new moon and Thursday’s ECB meeting, at which we should expect some kind of QE or new … Continue reading

January 17, 2015 · 180 Comments

End Of 2014

I’m back and refreshed. Thanks for all the messages, and for all the comments in my absence. Here is the big picture. 1. Primary shift to defensives and away from risk occurred as of January … Continue reading

December 30, 2014 · 109 Comments

Cross Asset Position

No reversal yesterday in equities but I maintain it has to be close at hand. The Nasdaq added another day to its small sideways range. RSI divergence argues the next move … Continue reading

November 11, 2014 · 113 Comments

In Perspective

1. The start of January brought the shift to defensives, measured here in 4 ways: stocks to bonds ratio, cyclical to defensive sector ratio, small caps to all caps ratio and high … Continue reading

November 9, 2014 · 102 Comments

V-Correction Or Breakdown Part 2

Tuesday’s selling to a lower low delivered the missing positive RSI divergence on the SP500 and out of that we saw a strong rally on Wednesday. It was a necessary stick … Continue reading

October 9, 2014 · 262 Comments

V-Correction Or Breakdown?

The bounce yesterday in equities arrived at an appropriate point when stock indices are cross-referenced technically: channel support on the SP500 and key horizontal support on the Russell 2000: Plus rising support … Continue reading

October 3, 2014 · 253 Comments

Last Quarter Of 2014

September finished as a down month for all US stock indices, which means the peak in margin debt should remain as February. Cross-referencing: SOCL, RUT and Nasdaq breadth peaks are still signalling a … Continue reading

October 1, 2014 · 218 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

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