S O L A R C Y C L E S

With John Hampson

Gold And Gold Miners

Gold as an investment: not straight forward. It was the original money, valued for its rare, precious and indestructible qualities. Fiat money then took over, but convertible to gold. Now, … Continue reading

July 3, 2015 · 184 Comments

Charts Update

It’s a picture of a major market top. The ‘real’ peak was mid-2014 at the solar max, as it was at the last solar max of Spring 2000. The supports … Continue reading

July 1, 2015 · 96 Comments

Comparison to 2000

The biggest stock market mania of all time peaked out in March 2000, which was the exact month the smoothed solar max of SC23 peaked. Solar cycle 24 appears to … Continue reading

June 19, 2015 · 224 Comments

Comparison to 1929

Hat tips to Mark, John Li and Chien Jen. So what’s similar to 1929? A stock market mania to extreme valuations. Source: D Short A similar low intensity solar cycle. … Continue reading

June 17, 2015 · 55 Comments

The Conundrum Of Our Times Part 2

Let’s now draw in the solar cycle. Here are US equity valuations by Q ratio versus solar maxima over the last century. A relation becomes apparent with secular lows and … Continue reading

June 15, 2015 · 56 Comments

Global Economy

The world economy is currently in trouble, showing both recessionary and deflationary coincident data: Source: Ned DavisSource: GaveKal Given these, the resilience of equity markets has been pretty amazing, even more so as … Continue reading

June 10, 2015 · 58 Comments

The Influence Of The Solar Maximum

The smoothed solar maximum occurred mid-2014. Source: Solen Financial Conditions peaked mid-2014. Source: Bloomberg World earnings peaked mid-2014. Source: Schwab US IPOs peaked then. Source: Marketwatch Buybacks peaked then. Source: … Continue reading

June 3, 2015 · 243 Comments

Debt And Demographics Dictating

Ever since 2009 analysts in the developed world have largely expected a return to ‘normal’ economic growth and inflation, the kind that necessitates a gradual tightening of interest rates to … Continue reading

May 30, 2015 · 113 Comments

On The Attack

Phasing more into long gold, short Dow, and opened ETF agri long. Don’t follow me… here is my case. Gold has been making a long base with rising underlying strength … Continue reading

May 15, 2015 · 412 Comments

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