With John Hampson

Population, GDP, Debt, War And Solar Variation

On a longer term view, these all fit together, and understanding their relationships can help us predict what’s coming. The grand solar minima correlate with clusters of war: War clusters / cycles … Continue reading

September 29, 2014 · 130 Comments

Increasing Deterioration

A rally in equities yesterday on increasing under-the-hood deterioration. 1. SP500 breadth measures not confirming: Source: Stockcharts 2. Dow negative divergences persist: 3. Nasdaq breadth divergences continue to worsen: 4. … Continue reading

September 25, 2014 · 242 Comments

Topping Timeline And Targets

I played the long side of the stock market from 2009 to 2013, which longer term readers can vouch for. I reiterate that in case there is any doubt amongst … Continue reading

September 23, 2014 · 204 Comments

Stock Market Vs. Equinox

Tuesday 23rd September is the Fall/Autumn equinox. Equinoxes occur twice a year, the other being around 20th March. The last 4 major tops and bottoms in the SP500 all fell … Continue reading

September 19, 2014 · 268 Comments

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 · 79 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

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