S O L A R C Y C L E S

With John Hampson

Behold

New highs in US equities despite… 1. Valuations on a par with the 1929 peak 2. Sentiment extreme lopsided (II 3.5x bulls vs bears, NAAIM 84% bulls) 3. Allocations to … Continue reading

February 14, 2015 · 344 Comments

Not So Different After All?

Comparing the 2000, 2007 and 2011 peaks to 2014-15. Taking 2000 first, as that was the last solar maximum pre-2014 and therefore the most relevant, I’m using several measures that … Continue reading

February 6, 2015 · 343 Comments

The Old Rules

Extremely stretched valuations, highly lop-sided sentiment and allocations, excessive leverage, long-standing negative divergences, persistent shift to defensives, negative leading indicators, disappointing earnings, declining financial conditions: these are some of the … Continue reading

February 4, 2015 · 113 Comments

3 Exact Dates

As we wait for the ECB decision and market reaction, I see 3 exact dates being revealed that align with my ‘triple confluence peaks’ idea, i.e. we are seeing major market peaks … Continue reading

January 22, 2015 · 216 Comments

Solar Models

Solar maxima generate speculation peaks. The latest smoothed solar maximum is likely to have been April 2014. The chief speculation target has been equities, particularly US equities. That mania is … Continue reading

January 14, 2015 · 182 Comments

Triple Confluence Peaks

People unwittingly buy into new moons and sell into full moons (typically, not always). People perhaps a little more consciously buy and sell seasonally, but unaware they are being guided by geomagnetism. … Continue reading

January 11, 2015 · 102 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

More Indicator Updates

1. Topping thrusts compared: Source: Stockcharts That 4th chart now stands at 52 days and 15%, so ripe for conclusion. 2. Skew: Source: Dana Lyons Skew is still in the … Continue reading

January 2, 2015 · 131 Comments

End Of 2014

I’m back and refreshed. Thanks for all the messages, and for all the comments in my absence. Here is the big picture. 1. Primary shift to defensives and away from risk occurred as of January … Continue reading

December 30, 2014 · 109 Comments

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