It Can Get Worse for China

Many of the research services I subscribe to were suggesting with increasing frequency as the summer wore on, and now fall, that I needed to own Chinese equities given how oversold they’ve become. However, in my view, they’re still nowhere…...

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German Bank Index Breaking Below 60-Year Support Shelf

Below I plot the German DAX Credit Bank Index (think DB) and note that after a few failed attempts with subsequent bounces in recent years, it finally appears to be breaking below 60 years of support dating back to the…...

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LONG-TERM RELATIVE RATIO CHARTS – Materials SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…...

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LONG-TERM RELATIVE RATIO CHARTS – Tech SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…...

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History's Biggest Peak-to-Peak Equity Cycles

It’s one thing to analyze trough-peak equity cycles, indexing to 100% off a major low; it’s another to study them peak-peak, indexing to 100% off a major high, following both the ensuing bear market and the subsequent rebound and bull…...

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LONG-TERM RELATIVE RATIO CHARTS – Industrial SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…

LONG-TERM RELATIVE RATIO CHARTS – Healthcare Sector

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…

LONG-TERM RELATIVE RATIO CHARTS – Energy SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…...

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LONG-TERM RELATIVE RATIO CHARTS – Staples SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried…...

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Long-Term Relative Ratio Charts - Consumer Sector

Beginning with this post I aim to show the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within…...

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