Sunday, February 23, 2014

Real Early Spring



-------- Original Message --------
Subject: Real Early Spring
Date: Sun, 23 Feb 2014 07:56:07 -0800
From: Jas Jain

Real Early Spring

We didn't have much of the winter, thus far, especially during Dec-Feb, and the result is very early spring as you can see the blooms coming out on one of my sakura trees. This is 2-3 weeks earlier than other normal years.



We are in an extreme draught region of California, which is in a severe draught this year.
Jas

(FYI: It is spelled "drought" Jas.... )

Tuesday, February 4, 2014

Jain Recession Model: 90% Chance For the US Recession


Feb 3 SPY 4% Off Record High While ECRI's WLI Near 193 Week High

-------- Original Message --------
Subject: 90% Chance For the US Recession to Begin During 2014Q2-2015Q1
Date: Sun, 2 Feb 2014 08:23:54 -0800
From: Jas Jain


90% Chance For the US Recession to Begin During 2014Q2-2015Q1



Q: Have Bernanke, Krugman and Yellen predicted any recession, in their career, before it happened?

A. N-O-NO.



Q: Have Bernanke, Krugman and Yellen predicted recoveries before they happened?

A: YES, always.



Q: Do they predict that recovery would continue for years, at least the next three years, with a growth above 2%?

A: All the time.



Q: Does Wall Street ever predict that an earnings decline of 35-90% could happen within the next two years?

A: Never.



Q: Does it happen?

A: Yes, with a fair amount or regularity (pl. see the attached graph).



Any honest person would call such behavior purposely misleading and fraudulent, no? They remain oblivious to the business cycle despite its permanence. Economists and Wall Street commit "periodic," or cyclical fraud, very predictably.



Q: Who have the best record at predicting recessions?

A: Financial markets, most notably, commodities, the Scam Market and the US Treasury markets, e.g., the yield-curve inversion.



I have developed a methodology of characterizing the business cycle using two financial market indicators, S&P500 and US Treasury bond futures. Based on the attached graph I am predicting that a US recession is very likely, close to 90% chance, to begin during 2014Q2-2015Q1 with most likely date being September 2014. This should coincide with earnings declines during 2015-16. I also expect the coming recession to be much more severe than the last one and S&P 500 to make a new low.



Enjoy the Super Bowl! The next one would most likely be played during a recession. Go Broncos!!

Jas

NFL Super Bowl XLVIII
Sunday, February 2, 3:30 PM
MetLife Stadium, East Rutherford, New Jersey
Final Score
  • Seattle Seahawks 43
  • Denver Broncos 8

Key Jas Jain Articles

Jan 31 Watch the Red Lines: Dow, NASDAQ & S&P500 Resistance and Support
Jan 23 Gold and GLD Resistance and Support Levels Three Key Charts to watch
Jan 18 Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio Performance 
Jan 15 
Median Single-Family Home Prices Adjusted for Inflation








Suggested Reading


=>Article: How to Get the Best CD Rates
=>Article: Beware of Annuities
=>Info: Best Mortgage Loan Rates