XJO - Bear Posts only (Factors which might cause the markets to fall), page-23046

ive gone against the idea of the markets falling
i think no matter how dasstardly theiving and incompentent our government is, it will be outweighed by a capital rotation event out of US markets and into commodities and commodity rich nations & emerging markets

exhibit A
SPX / XJO ratio - rolling over in favour of XJO




exhibit B
XJO has backtested an old high and now off to new highs



commodities are all starting to break out also.. i wont bother with individual charts but the general pattern feeds into the idea that the capital rotation even is game on

the only caveat i have to it .. is to price things in real rather than nominal terms.. all sectors may rise butsome more than others.. and it may be the case that very few outperform real inflation