10/29: (316062) (*COMMENT*) JIm, I have nowhere near your ability with "cycles" but what I do watch is P & F sector trends. These have a tendency to show their direction slower than most indicators, but when they do demonstrate a direction, it is usually a strong indication.
P & F sector trends have changed to upward momentum over the past couple of weeks. (*END*)
Yup, if you look at the BPNDX, you'll see it is now above the July's high....
11/04: (318453) (*COMMENT*) Post election, what key indicators should we be looking at? (*END*)
Internal technicals such as expansion of new highs, A/d volume expansion and EPC, on the fundies side, new jobs, if we stay anemic at under 250,000 a month, my model for a recession starting in the second half still holds.
11/04: (318862) (*COMMENT*) All SIA/SEMI/price charts are updated with SIA/SEMI September and price October data