Category Archives: Real Estate
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
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
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
In The Balance
Time for an updated look at the big picture: is a secular commodities peak ahead or behind us? Here is the equally weighted commodities index. It remains in the nose … Continue reading
Weekend Roundup
Mixed fortunes within asset classes heading into the weekend, but a summary chart below showing MSCI world equities and the CCI equally weighted commodities index reveals a general pullback began … Continue reading
Opportunities Part III
Some glorious opportunities for those with patience. First, European equities. There are potential opportunities here for the brave in the Polish stock index (only European nation to avoid recession in … Continue reading
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