Thursday, 30 October 2014

Wednesday, 29 October 2014

Wednesday 29October2014 - Global Warming - Another Take! Part 1:

When it comes to the causes of global warming on planet Earth there continues to be an ongoing discussion. Actually it is not a discussion!

Government and private enterprise led by Al Gore are jamming it down our throats that our current warming of planet Earth is directly related to our past and ongoing mishandling of economic and industrial development and management on our planet.

Yes, I do believe that we as a planet of 7 Billion human inhabitants is contributing in a very small way to the warming of our home called Earth.

However I strongly believe that the Sun (Our Sun) of our minuscule planetary system in the Milky Way let alone the total infinite universe plays the dominate part in the alternating cold and warm periods on our planet.

Think about it.

Our planet Earth is 93 million miles from our Sun.
Our planet Earth is a just a tiny dot on the surface of a huge sphere drawn on a huge 186 million diameter sphere from its centre.
Think about how much Energy this tiny dot (our Earth) absorbs 24/7/365/million years.
Think About It: Our SUN over millions of years goes through cycles of varied energy emission.
Think About It: What caused the Ice Age/Tropical Cycles of the Past Thousands/Ten of Thousands of Years.

Watch the following link to get some perspective on how small and minuscule our planet Earth is in relationship to the total Cosmos.

The Cosmos. What is It? How Big is IT? Does it END? Everything we know about is finite. How does something called the Cosmos go on for EVER??

Anyway, watch this link to get some perspective on where Planer Earth in in the Cosmos.

  https://www.youtube.com/watch?v=17jymDn0W6U&feature=youtu.be


The following excerpts are clips from James Dale Davidson's October 2014 monthly Strategic Investment newsletter. (As far as I know dating back to 1880 James Dale Davidson is not related to me).




 
 
 
 
Wednesday 29October2014 - Global Warming - Another Take! Part 2:

Two more clips from James Dale Davidson's Strategic Investment Subscription Newsletter.


Wednesday 29Oct2014 - Global Warming - Another Take! Part 3







 
Another Look at The Big Universe and Our Home Planet Earth.

Watch this web link. It adds perspective to our minuscule place in the infinite universe.

https://www.youtube.com/watch?v=17jymDn0W6U&feature=youtu.be

Thursday, 23 October 2014

Thursday 23October2014 - Caution from Casey Research!

Casey Research has become very concerned that we are in for some rough sledding in equity markets.

One of  their leading indicators is that commodities are all falling, whether it is gasoline, oil, copper, gold, etc. And as well equity markets have become very volatile of late.

A few clips from a recent Casey Research Report:




 
 
 
 





Wednesday, 22 October 2014

Wednesday 22October2014 - 2007-2009 Bear Market Revisited!

Just a simple chart showing the 17 month bear market of 2007 to 2009.

For most people invested in equity funds and pension plans this washout was devastating both emotionally and financially.

Are we are the verge of another worldwide financial meltdown?

Perhaps.

Will it play out like the 2007-2009 crash?

Probably Not.

I believe this time if it occurs it will occur much faster.


Click image to enlarge. Chart from my stockcharts.com library.



 
Wednesday 22October2014 - Cause for Concern?

Most broad based mutual funds and exchange traded funds are closet indexers. That is they allocate the portfolios to various market sectors (financials, energy, materials, etc) with the same percentage weightings as the broad TSX index sector weightings.

Currently the financials sector (banks, insurance companies, etc) comprise roughly 38% of the TSX index.

So for example if your mutual fund has 38% of holdings in financial sector stocks and the financials fall by 50% from current levels. Right off the bat this one sector will have decreased the unit price of your mutual fund by 19%. And the other TSX sector stocks will not be standing still. They will be dropping in price as well.

And based on the experience of 2008-09 perhaps one should not have too much faith in the safety of investing in the financial sector. 

Chart from Danielle Park's web site.
Click image to enlarge.

Monday, 20 October 2014

Monday 20October2014 - The Coming Economic Depression!

The current extraordinary unsustainable levels of debt at all levels. Especially at government and personal levels will be the catalyst that hurtles us into the first greater depression of the 21st Century.

Food for Thought.

Will commodity prices correct to long term norms.

The following long term big picture chart from Danielle Park's web site for copper prices provides a window to the future.

Click image to enlarge.



Tuesday, 14 October 2014

Tuesday 14October2014 - Another Look at the 14 Year SP500 Chart!

For the first time in 2 years the SP500 Index has broke below the 40 week Moving Average. However a lot of work needs to be done to the downside before we will know if the start of a historic bear market is underway.

Click image to enlarge.
Tuesday 14October2014 - Canadian Financials and Energy Stocks Rolling Over!

From Danielle Park's web site.

As noted in the charts below, +60% of the TSX Index is currently made up of Financials and Energy. They have a long way to fall before they catch up with the already decimated Materials and Gold sectors.

Click images to enlarge.



Tuesday 14Octobr2014 - Changing Stock Market Trends!

From Danielle Park's web site.

When the 12 month moving average of a major index (TSX in this case) starts to roll over to the downside it may be indicating that a major shift in price direction is underway.

Click image to enlarge.

Saturday, 11 October 2014

Saturday 11Oct2014 - Stock Markets Big Picture Chart!

Recent wide daily swings in stock market index prices are starting to raise concerns and opinions that perhaps a significant stock market correction is in the making.
Regular readers of my thoughts know that I pay a lot of attention to opinions expressed by Elliott Wave Financial Forecast, John Mauldin and Danielle Park. They all believe we are in a 15 - 20 year bear market in equities and that there will be one more major equity market crash to complete the cycle.

One long term chart I keep updated at stockcharts.com is displayed here. I use the SP500 as the major index to chart the 20 week and 40 week moving averages. Crossovers help identify when we are in bull and bear markets. The details are in the comments on the chart.

Click chart to enlarge.

Tuesday, 7 October 2014

Sunday, 5 October 2014

Sunday 05October2014 - Outlook for Gold!

From Danielle Park's web site.

A clean breakdown in gold price below 1180US would give a possible new support area in the $1000US region.

 
 
Sunday 05October 2014 - Outlook for the US Dollar!

From Danielle Park's web site.

An upside breakout with the next target the underside of the long term trendline dating from 1985.