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Search for causal predictors that predict the values of stocks, assets and markets at a future time point.

S&P 500 Nvidia US three equity indices US 20+ Year Bonds ETF

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6m (24w) ahead

Top Predictive Factors

Causally predictive factors for the values of US and ex-US markets, at the time point 6m (24w) away.

NextEra Energy

2025-03-18T23:04:01.535731 image/svg+xml Matplotlib v3.7.3, https://matplotlib.org/

U.S. Bancorp

2025-03-18T23:04:01.553814 image/svg+xml Matplotlib v3.7.3, https://matplotlib.org/

Invesco Nasdaq-100 ETF

2025-03-18T23:04:01.572568 image/svg+xml Matplotlib v3.7.3, https://matplotlib.org/

Nike

2025-03-18T23:04:01.595310 image/svg+xml Matplotlib v3.7.3, https://matplotlib.org/

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Newsletter

Velocity of money: how many times one dollar changes hand in an economy

2025 February: Gold, oil and gas energy driving US equity six months out

2025 January: US 10-Year interest rate, Industrials driving US equity. DeepSeek a form of deflation coming from ex-US economy.

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

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

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