Category Archives: Macro
Sunspots, Geomagnetism, Global Temperature And Birth Rate
Both sunspot and geomagnetism cycles correlate with long term global temperature variation, with geomagnetism having the closest correlation co-efficient: Source: Landscheidt Changes in global temperature have been demonstrated to influence … Continue reading
Japan Financial Markets Economic Correlations
I wanted to test the correlations and interrelations on Japan. As it went through a different experience to the USA over the last half a century, did the same correlations … Continue reading
What Really Moves The Markets
The evidence has led me to a ‘dumb’ model of the markets, whereby humans are more subjects and less intelligent creatures of free will. It’s up to you to decide … Continue reading
State Of The Markets
The latest picture for 4-way pro-risk: Source: Bloomberg If a trend change occurred in late April then commodities and Euro-USD have yet to meaningfully participate. Stocks and bond yields however, … Continue reading
USA Financial Markets Economic Correlations
Correlations between real stocks, real commodities, real house prices and treasury yields, together with inflation, interest rates, recessions, unemployment, demographics and sunspots. A more detailed, step by step study of … Continue reading
More Demographics
The lunar positive period begins here for the next two weeks. Is there a buying opportunity in pro-risk? The geomagnetic trend is still up. Sentiment is at pessimistic levels in … Continue reading
Solar Cycles, Demographics and Equities
A long post coming up, but I found this to be outlook-changing research. Firstly, the Japanese stock index long term chart, with solar cycle maximums marked as black lines (C … Continue reading
The Secular Position For Equities
I wrote last year about secular equities bear market progression in this post (click to view). I suggested that a pentagon was a typical formation based on history, and that based … Continue reading
Velocity, Yields, Inflation, Growth And Commodities
I maintain the late 1940s is our closest historical mirror, as per this chart: Then, as now, they had a problem with money velocity. But it reversed course and took … Continue reading
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