Sitemap - 2024 - Time Series Terminal’s Newsletter

2024-12: Some tariff and security policy threats may be driving US equity

2024-11: Bitcoin driving global (US and ex-US) assets; 1933, 1934 US gold/silver nationalisation

2024-10: AI deployment drives the Dow Jones Industrial Average index, which in turn drives the US Dollar's value vs other western currencies

2024-09: The risk may be in the stock valuations: semiconductor trending down, healthcare trending up predictive of S&P 500

NVDA August 2024 drop and NVDA vs Gold

2024-08: stocks producing daily essentials (consumer/energy), biotechnology, industrial top causal predictors for S&P 500; DuPont to split into three companies

Amid July 2024 slip: US bonds (and interest rates)

Amid July 2024 slip: GS and JPM

Amid July 2024 slip: AMZN considered "investment-grade bond-like"

Amid July 2024 slip: Nasdaq 100 vs S&P 500

2024-07: European equity, US stocks producing daily essentials as predictors for US equity

2024-06: Performance of past simulated trades online; Risks from Western Europe worth watching for US equity

Western Europe equity and AI as predictors for US equity 6 months out

Predictions for world currencies, emerging markets have generally weakened when denominated in US dollar

2024-04: Artificial Intelligence, US interest rate, consumer discretionary price inflation as predictors for US equity 6 months out

Equities at Global Level (II)

Equities at Global Level (I)

24-Month Review of Prediction Performance

Long-term promise vs current running of economy (IV)

Long-term promise vs current running of economy (III)

Long-term promise vs current running of economy (II)

Long-term promise vs current running of economy

2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity

2024-02: Real economy as drivers (causal predictors) for US equity 6 months out (AI stocks having run away)

2024-01: AI stocks and consumer as drivers (predictors) for US equity 6 months out

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