With John Hampson

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

Three Peaks

By the end of 2013 we saw various divergences emerge that warned of a potential trend change ahead, and still do: The first major peak point occurred at the turn of the year, … Continue reading

July 1, 2014 · 97 Comments

Key Time

Break out in stocks or new moon reversal back into the range? The Nasdaq 100 has climbed back up towards its previous high, and so is adding to the moment … Continue reading

May 28, 2014 · 34 Comments

Markets Update

The selling in equities into Tuesday did not wash out indicators, suggesting a lower low should be ahead. Yesterday’s bounce produced a very low put/call reading signalling high complacency.  Source: … Continue reading

April 10, 2014 · 51 Comments

Friday Charts

1. Biotech followed through on Friday’s high volume down day with a second one yesterday: Source: Stockcharts 2. Greed and Fear Index has rallied up to extreme greed territory: Source: … Continue reading

March 7, 2014 · 30 Comments

Indicator Updates

1. Dow daily candles and Monday’s volume print at high reversal: 2. Nasdaq 100 and breadth divergence: 3. SP500 and defensives outperforming cyclicals: 4. Russell 2000 (my largest short) P/E: … Continue reading

February 26, 2014 · 55 Comments

Dow 1929 vs Nikkei 1989 vs Nasdaq 2000 vs Today

Yesterday saw a failed breakout on the SP500 on high volume which suggests exhaustion. The Skew print came in still historically high and the put/call print historically low again, which … Continue reading

February 25, 2014 · 55 Comments

Sunday Charts

1. Bearish candles on US stock indices on Friday with volume continuing to be greater on down days versus up days: Source: Stockcharts 2. Put/call ratio finished at extreme low … Continue reading

February 23, 2014 · 44 Comments

Friday Morning Update

Yesterday was an up day for bonds, commodities, gold/miners, and equities, i.e. both pro-risk and anti-risk. Confused? Retail sales came in weak, not just for last month, but for the … Continue reading

February 14, 2014 · 45 Comments

Enter your email address to follow this blog and receive notifications of new posts by email.

Blog Stats

  • 1,225,017 hits