This is my last article for Seeking Alpha as I don't feel there is a good fit between SA's focus on fundamentals alone, and my approach which unites technicals, cycles, senitment, seasonals etc along with fundamentals. SA isn't keen on publishing articles that focus more on these other disciplines, but I don't want to narrow my scope. Those who wish to read my work can find me at amalgamator.co.uk. I wish the site and its readers all the best.
Implications of the Fed Supporting Both Growth and Inflation [View article]
Pseudogrowth it may be, but it drives stocks and commodities to higher prices, which is what I'm interested in as a trader.
Re shadowstats gdp, clearly gdp data lags, and leading indicators (ecri, conference board, bloom fc, stock market, money supply, manufacturing data) all point to acceleration, so I expect their alt data to turn positive, once the data comes in.
And yes, the data suggests rising pro-action, demonstration and conflict alongside rising commodity prices and inflation into 2013, so I too expect a feedback loop between the two.
Perhaps it came across as a little dismissive of a key issue. I have studied peak oil and am aware of the timeline. My point is that on EIA forecasts we are only going to approach the lower end of historical crude inventories by the end of next year, so as a near term price driver that slack is a depressant.
Regarding sunspots I assume that it's field you haven't studied otherwise you wouldn't be so quick to disregard it.
Leading Stock Market Indicators and Tipping Points [View article]
Stock market historian, Russell Napier. But I'm totally with you on that point - makes it difficult to compare. That's why I made it a watch item despite USA and Europe 'officially' some way below the threshold.
U.S. Dollar: Breakdown or Reversal? [View article]
A problem with publishing - the final paragraph "So what about.....rhyme of the 1970s" should lie inbetween the USD-JPY chart and the Dollar Spot Index / 1970s chart.
End of the Secular Commodities Bull Market? [View article]
Absolutely, Q ratio and real (inflation ajusted) P/es have to fall to give us a convincing secular bottom in equities, and I track both on my site, as well as regression to trend. I repeat my comment above that I expect a cyclical stocks bear to follow the current cyclical stocks bull to end this secular stocks bear, which I expect to give us a higher nominal low than March 2009 but a lower real (inflation adjusted) low.
GRID: The Sun Storm ETF Play [View article]
http://bit.ly/zBqVIb
End of the Secular Commodities Bull Market? [View article]
Stock Market Tug of War [View article]
Stock Market Tug of War [View article]
Stock Market Tug of War [View article]
Stock Market Tug of War [View article]
This is my last article for Seeking Alpha as I don't feel there is a good fit between SA's focus on fundamentals alone, and my approach which unites technicals, cycles, senitment, seasonals etc along with fundamentals. SA isn't keen on publishing articles that focus more on these other disciplines, but I don't want to narrow my scope. Those who wish to read my work can find me at amalgamator.co.uk. I wish the site and its readers all the best.
John
Implications of the Fed Supporting Both Growth and Inflation [View article]
Re shadowstats gdp, clearly gdp data lags, and leading indicators (ecri, conference board, bloom fc, stock market, money supply, manufacturing data) all point to acceleration, so I expect their alt data to turn positive, once the data comes in.
Solar Activity and the Financial Markets [View instapost]
I cover that issue of 'better detection' rather than 'more occurences' for natural phenomena here:
amalgamator.co.uk/10Na...
In short, it can only be partially accountable.
US civil war - yes, 1860 was a solar peak.
And yes, the data suggests rising pro-action, demonstration and conflict alongside rising commodity prices and inflation into 2013, so I too expect a feedback loop between the two.
All the best
John
10 Crude Oil Price Drivers [View article]
Regarding sunspots I assume that it's field you haven't studied otherwise you wouldn't be so quick to disregard it.
Bull Market Continues to Impress; Mild Correction Could Be in the Offing [View article]
Leading Stock Market Indicators and Tipping Points [View article]
Somehow between subtmitting my article and it being published by SA point 7 has been moved up - it should be the first one under leading indicators.
Leading Stock Market Indicators and Tipping Points [View article]
U.S. Dollar: Breakdown or Reversal? [View article]
Stock Indices Buying Opportunity [View article]
End of the Secular Commodities Bull Market? [View article]