Category Archives: Solar Cycles
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
Brazilian Bovespa, Indian Sensex, Malaysian KLCI
Over the next 10 years there are certain countries (largely emerging markets) with demographic tailwinds which should enable strong equity bull markets (as per my conclusions here), whilst the majority … Continue reading
Sunspots, Equities, Treasuries, Commodities, Inflation, Money Velocity, Interest Rates And Demographics
Time to draw them all together and see the full correlations. This is US-based analysis due to data availability. The first chart (click to view larger) reveals historic spikes in … 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
New Chapter
To add a little more to the last post on demographics, solar cycles and equities, here is the long term inflation-adjusted UK FTSE chart. The ‘xx years’ red/green colouring is … 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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