S O L A R C Y C L E S

With John Hampson

Increasing Validation

Testing several key theories here real time, it’s been a slow process, but patience is being rewarded. Firstly, that demographic forces are more powerful than central bank actions. Look what’s … Continue reading

August 21, 2015 · 91 Comments

A Dumb Mechanism

Evidence reveals the financial markets to be ‘dumb’. Long term trends are dictated by demographics (swelling numbers of buyers or sellers) and solar cycles (influencing speculation levels amongst participants). Markets top … Continue reading

August 15, 2015 · 110 Comments

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 · 185 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

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