Posts filed under “Cycles”

Historical Presidential Cycle Pattern – 1928 through 2012


Source: BofA Merrill Lynch Global Research, Bloomberg

 

 

Bank of America Merrill Lynch took a look at the presidential-election cycle and found that, on average, the second year is rather weak. Continues here

Category: Cycles, Markets, Politics

Game Theory for Bulls & Bears

“Capitulation” is the term used to define a selling climax that often marks the bottom of a bear market. It translates into “surrender” — giving in to the overwhelming need to just make the pain stop. Retail brokers tell tales of individuals bailing out, often saying things like, “Just sell, get me out, please make…Read More

Category: Cycles, Investing, Psychology, Rules, Trading

America’s Fall & Rise: January 2005 – January 2014

Source: Federal Reserve Bank of Philadelphia   Via the Federal Reserve Bank of Philadelphia, by way of Business Insider, I decided to see what we could do if that was an animated GIF instead of static charts. The net result shows the month-to-month change from January 2005 – January 2014 of the Philly Fed’s coincident…Read More

Category: Cycles, Digital Media, Economy

Bull Market Needs One Thing to Keep Going

Josh explains the world to the lovely Lauren:

 


Source: Yahoo Finance

 

Category: Cycles, Investing, Markets, Video

Sun Rises Over North Pole for 1st time in 6 months

Its spring even at the South Pole. Can we please end this Winter already?     Source: Know More

Category: Cycles, Science

Why Minsky Matters

Click for radio segment.

Source: BBC Radio 4

Category: Cycles, Digital Media, Sentiment, Video

Category: Cycles, Economy, Think Tank

Psychology Charts & Sentiment Cycles (Updated)

We are overdue for an update of these charts. (See also Economic Cycles):   Bubbles and Manias Source: Jean-Paul Rodrigue, Dept. of Global Studies & Geography, Hofstra University ~~~ ~~~ ~~~ Gartner: Hype Cycle for Emerging Technologies Source: Gartner August 2013 ~~~ ~~~ ~~~ ~~~ ~~~ ~~~ ~~~ Real Estate Cycle of Sentiment ~~~  

Category: Cycles, Psychology

Where Are We in the Bubble and Mania Cycle?

Bubbles and Manias Source: Jean-Paul Rodrigue, Dept. of Global Studies & Geography, Hofstra University   Josh Brown reminded us yesterday of this terrific chart from Jean-Paul Rodrigue, a professor in the department of global studies and geography Department at Hofstra University. Of course, the key question is: Where are we on the chart? My view…Read More

Category: Cycles, Markets, Psychology

Current Five-Year Bull Market Second Strongest Since WWII

Source: MarketWatch   Continues here

Category: Cycles, Markets