With John Hampson

Red Flags Update And More Solar Research

First, the flags: 1. China repo rate has escalated sharply today suggesting another cash crunch may be at hand: Source: Chinamoney 2. Insider selling in the US is now historically … Continue reading

January 20, 2014 · 18 Comments

Cyclical stocks bull top?

Weighing up whether the equities bull market that began in 2009 is topping out here, we can look to fairly reliable historical topping signals, and I can summarise as follows: … Continue reading

October 14, 2013 · 27 Comments


This is the latest geomagnetism forecast versus the SP500. The forecast extends to the beginning of September and as can be seen has further transformed from a downtrend to a … Continue reading

August 5, 2013 · 21 Comments

State Of The Markets

No collapse in the stock market, which makes the case stronger for a more regular multi-month topping process. It would be historically normal for equities to retest their May highs … Continue reading

July 7, 2013 · 33 Comments

Macro And Markets

The Fed announced tapering of QE as of 2014, subject to developments of course. It will first need to taper out its QE to zero before rates can rise from … Continue reading

June 21, 2013 · 22 Comments

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

May 17, 2013 · 28 Comments

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

May 14, 2013 · 19 Comments

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

April 23, 2013 · 77 Comments

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

April 4, 2013 · 51 Comments

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