S O L A R C Y C L E S

With John Hampson

Big Picture USA

The solar maximum peaked out mid-2014: Source: Solen Speculation should peak out with it, and that appears to have been the case with trend changes in stocks, commodities, dollar and treasury … Continue reading

April 5, 2015 · 649 Comments

Post Equinox

Did the mania leader, Biotech, peak out on the Equinox, 20 March?  Source: Stockcharts Too early to determine, but the relevance of the Equinox is here: Source: Stockcharts Not just … Continue reading

March 29, 2015 · 309 Comments

End Of The Mania

The irrationality continues, but not for much longer. After last year’s solar maximum, the cross-asset picture changed. Global stocks entered into a topping range whilst money flowed into the US dollar … Continue reading

March 22, 2015 · 287 Comments

ZIRP vs Solar

US economic surprises are now at their worst level since 2009: Source: Bloomberg / Jessie Felder A trio of such bad data releases are charted here: retail sales, wholesale sales … Continue reading

March 15, 2015 · 441 Comments

State Of The Markets

1. Commercial positioning in the EuroDollar is extreme, suggesting a significant reversal should be at hand: Source: Dana Lyons 2. Gold positioning is not at the same extreme. The positioning … Continue reading

March 8, 2015 · 434 Comments

Weekend Updates

1. US stocks to bonds and to dollar ratios continue to show a clear top mid-2014: Source: Stockcharts 2. Dow Jones World stock index shows a peak the same as … Continue reading

February 22, 2015 · 260 Comments

Charts Updates

The big picture looks like this: Source: Stockcharts Global stocks, commodities and the world’s reserve currency turning in unison at the end of June 2014. Extreme lop-sided positioning in the … Continue reading

January 28, 2015 · 245 Comments

Macro Updates

1. Non-Farm Payrolls out on Friday, a big number forecast. Note the two biggest prints of the last 20 years were March 2000 and May 2010, both market peaks. This … Continue reading

January 8, 2015 · 103 Comments

Equities Bear Began July 2014

It’s becoming clearer with hindsight and this is what I see. 1. The bull market topping process in equities kicked off January 2014: Source: Stockcharts 2. Speculation peaks with the … Continue reading

January 6, 2015 · 128 Comments

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