Comments on: Leading indicators – as buy/sell indicators for the equities markets

By: RBA commodity price index – reflation or growth? | Data Diary

RBA commodity price index – reflation or growth? | Data Diary — Tue, 05 Apr 2011 07:34:12 +0000

[...] remain defensively positioned into the end of the stimulus. It’s a time tested strategy (see here for our test of the Albert Edwards playbook). « Previous Entry The end of the commodity [...]

By: Risk markets are dependent upon friendly intervention | Data Diary

Risk markets are dependent upon friendly intervention | Data Diary — Mon, 21 Feb 2011 02:13:08 +0000

[...] may have maintained the bearish rage throughout, but he did make the point (in December 2009 here) to buy equities when the government is stimulating. It was a good call – the same one that [...]

By: futures brokers

futures brokers — Wed, 17 Nov 2010 04:29:54 +0000

Another admirablee insights..I like this one above all .. Mark

By: Commodity markets – going up or down? | Data Diary

Commodity markets – going up or down? | Data Diary — Fri, 26 Mar 2010 03:37:21 +0000

[...] out (analysed in “Leading indicators as buy/sell indicators for equities markets” here) – the lesson from the Japanese experience of the 90’s was to sell the rally when the [...]

By: Postscript to OECD CLI for January | Data Diary

Postscript to OECD CLI for January | Data Diary — Mon, 08 Mar 2010 21:26:24 +0000

[...] while we are referencing how others use these leading indexes, click here to view the December article where we tested Albert Edward’s suggestion that Japan’s [...]

By: Morgan Stanley points to economic leading indicators and hides | Data Diary

Morgan Stanley points to economic leading indicators and hides | Data Diary — Mon, 08 Feb 2010 23:38:20 +0000

[...] we looked at back in October – economic leading indicators can be useful in gauging the future direction of the equity [...]

By: November OECD composite leading indicator – continues to slow | Data Diary

Wed, 20 Jan 2010 01:04:03 +0000

[...] Posted on 20 January 2010 Momentum continues to flag in the OECD CLI (refer to leading indicators as buy/sell signals for equities): [...]

By: Richard Davis

Richard Davis — Tue, 22 Dec 2009 20:13:12 +0000

The reason that we have to divine something from the growth rate (first derivative) of the indexes instead of the indexes themselves is because most of the “leading indexes” are in fact leading challenged. They were developed using mid-20th century methodologies to measure mid-20th century economic data that changed at a mid-20th century pace. This ain’t the 20th century anymore.

Some people are trying to fix that problem. The numbers published by the Consumer Metrics Institute try to address these issues. They are daily and they capture consumer activities as far upstream as possible, in some cases before the retailers have finished booking the transactions.

The indexes themselves can be found at: http://www.consumerindexes.com/index.html.

FAQS can be reviewed at: http://www.consumerindexes.com/faqs.html.

Summary background information is available from the Wikipedia article on Consumer Leading Indicators: http://en.wikipedia.org/wiki/Consumer_Leading_Indicators

By: Richard Davis

Richard Davis — Tue, 22 Dec 2009 20:13:12 +0000

The indexes themselves can be found at: http://www.consumerindexes.com/index.html.

FAQS can be reviewed at: http://www.consumerindexes.com/faqs.html.

Summary background information is available from the Wikipedia article on Consumer Leading Indicators: http://en.wikipedia.org/wiki/Consumer_Leading_Indicators