How this all connects to the CFTC's LCNS numbers of July 2012, you can find out here.
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- List of Correlations
- Bloomberg TV
- Stock Valuation
- Money Supply
- Dow Theory
- Potemkin Rally
- Central Bank Balance Sheets
- Fed Balance Sheet Vs. Dow Jones
- Percentage Debt Held by Foreigners
- Interest Payment on Government Debt
- Deficit to Outlay Ratio
- GDP Vs. PMI
- Wage Inflation Vs. Unemployment
- Wage Inflation Vs. CPI
- Capacity Utilization Vs. CPI
- Capacity Utilization Vs. Unemployment
- Initial Jobless Claims Vs. S&P
- Durable Goods Orders Vs. S&P
- Adjustable Mortgage Vs. Fed Funds Rate
- Fixed Mortgage Rates Vs. 30 Year Bond Yield
- MZM Vs. 10 Year Bond Yield
- Gold Vs. 10 Year Bond Yield
- Dow/Gold Ratio
- Gold Price Target
- Gold ETF Vs. Gold Price
- COT Report Gold/Silver
- Gold Lease Rate
- Gold/Silver COMEX
- Silver Premium Charts
- China Gold Imports from Hong Kong
- Copper Contango Theory
donderdag 9 augustus 2012
Update on Silver Net Short Positions: LCNS
On Monday 6th of August, the Financial Times leaked the news that the silver manipulation probe is likely to be dropped by the CFTC. It turned out that this news was premature. One of the 5 CFTC commissioners, Bart Chilton, said on 08 August 2012 that the investigation will continue as silver manipulation did occur. The silver manipulation probe was initiated in 2008 following a number of allegation of silver manipulation. Bart Chilton already found evidence of silver manipulation in 2010 and intends to search for additional evidence of this manipulation of the silver price.
How this all connects to the CFTC's LCNS numbers of July 2012, you can find out here.
How this all connects to the CFTC's LCNS numbers of July 2012, you can find out here.
dinsdag 7 augustus 2012
China Outperforms Anyone
Charts do tell us something.
For example, when we plot the GDP of the top 20 countries in the world in a nice stacked area chart, we can clearly see that no other country than China has significant positive GDP growth. At this growth pace, it will only take 5 more years before China becomes the largest economy of the world on a country by country basis.
Yes, only 5 years! Because GDP growth may be denominated in percentage terms (which seem to be constant), but those percentage terms accumulate each year to the principal number.
Just imagine this event happening...
zondag 5 augustus 2012
Biggest drop in U.S. bonds in 2 months
A little update on the decoupling experiment I started 2 months ago. I wanted to see if the S&P could decline together with a decline in U.S. bonds and the U.S. dollar. This would mean each graph (red, green, blue) on chart 1 would go down. It hasn't started doing that yet.
What I did want to take note of is the big decline in U.S. bonds (green graph). On Friday 3 August, 10 year U.S. bond yields spiked to a 1.563% yield. This is almost a 10 basispoints rise in yield. Probably people are worried about the massive U.S. debt, which went to a record 15.933 trillion dollars from 14.8 trillion dollars a few weeks earlier.
The debt ceiling of 16.3 trillion (to be heightened to 16.7 trillion) is near. I predict this debt will go up even faster because no QE3 has been implemented, which means yields will go up and as a consequence interest payments on debt will go up as well.
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| Chart 1: Monitoring of decoubling USD vs. bonds vs. stocks |
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