Monthly Archives: June 2010

    DOW/Gold Ratio

  Data from this site http://icf.som.yale.edu/nyse/downloads.php Scale is offset by a century (so 1950 on the chart above corresponds to 1850 in reality).

     “A measure of stress in the U.S. financial system, based on 11 financial market variables.  A positive value of the KCFSI indicates that financial stress is above the long-run average, while a negative value signifies that financial stress is … Continue reading →

Uh oh   Is there a link to picture on Gold ?  

  FTSE All Share   UK RPI YOY 1966- 1975 Despite massively easy monetary policy during 60s and 70s that eventually led to headline inflation > 20% (despite prices and wage controls), UK equities still corrected in excess of 70% … Continue reading →

Following a malinvestment bubble, it is the suppliers to the bubble sector that get hit hardest in the normalization phase.  Marc Faber writes in the June 2003 edition of his renowned Gloom, Boom and Doom report (quoting Bresciani-Turroni’s study of … Continue reading →

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