Forecasting – Art Or Science ?
After 32 years of weather forecasting, I’ve come to the conclusion that it’s about 75% Science and 25% Art. Once you have your forecast, it’s then completely useless unless you can communicate it effectively, so that people understand it in the way you intend, and take the actions that you would like. I’ve worked in the field of civilian and military forecasting, and knowing your audience is key. In this example, one understands technical jargon and the other doesn’t. Even so, a fast jet pilot, actually isn’t interested in the weather forecast per se, all he or she wants to know is whether or not they can safely complete their mission, given the prevailing weather. Go or no-go, effectively.
Back in the day, our computer would churn out a crude forecast, which the human forecaster would consider, adjust and issue. Today, things are vastly different, we use some of the most powerful supercomputers in the world to model the global atmospheric interactions in three-dimensions, at ever increasing levels of detail. The computer then produces dozens of forecasts. Dozens of possible future weather patterns. We do this in the UK, and they do it in the US, Japan, Germany, France, etc etc. Every 6 hours, (Every hour in the near future), forecasts are produced for the entire planet going many days into the future. Where does that leave us ? Well, this is where you need to consider predictability. Chaos if you like. Sometimes the atmosphere across the Atlantic Ocean and the UK is in a ‘calm’ balanced state, where we have a good level of predictability. All of our predictions, and those which are done by computer models in other countries are saying the same thing. For example, at the moment, they are all saying that much of the country will be hotter than normal next week, with temperatures in the range 28-35 Celsius (UK Summer average is 20-23 for most areas). On other occasions, there are a range of predictions, all different. That’s where we have to examine what it is that’s causing the differences, and make a judgement call, based on evidence to suggest which is the MOST LIKELY outcome. It’s important to bear in mind that just because Outcome A has a 90% probability and outcome B has a 10% probability, it doesn’t mean outcome A will happen. The favourite in a horse race doesn’t always win…
All of this guides my approach to PM market analysis. I gather ‘evidence’ and weigh the odds. At periodic intervals I’ll remind the reader where the support level for my ‘forecast’ is. At the moment it’s in the region of $1300, because my conceptual model is based around the ‘golden bowl’ formation guiding us towards $1600, before we consolidate and make a break for possible new highs (the timing of which will help me get some sort of idea what kind of bull market targets might be possible).
Here are some pieces of evidence…
#1 – Gold breaking to new all time highs globally
#2 – CHF/USD looking bullish
#3 – JPY/USD looking long-term bullish
#4 – GSR coming off all time highs
#5 – DXY hasn’t broken my ‘domed’ resistance area
#7 – ‘Golden Bowl’ basing formation is doing its job like last time
#8 – Silver is just starting to outperform
#9 – Miners are starting to move
#10 – Donald Trump is actively seeking to suppress the Dollar
#11 – Interest rates are not going higher – as I’ve been saying for years, they are unable to ‘normalise’ EVER due to the incredible debt burdon. Lord only knows what form of monetary saucery will be invented this time around, but none of it will be good for the long term health of economy. This is the case on a global scale – that’s why country after country is breaking to new all time highs.
This is the financial equivalent of a perfect storm. When it hits though, things will become a whole lot less predictable, and I hope at least some folks will have been paying attention to the forecasts and warnings (I don’t necessarily mean from me, I just mean that I hope some are able to protect themselves from the worst of the effects by taking effective action).
This is quite likely to happen slowly at first, then very quickly. In the meantime, expect plenty of pullbacks and consolidations as Gold and Silver begin to wake from their long slumber.
A question about a detail on the last of your charts, “Gold Market Conceptual Model”:
The tip of the dark arrow pointing downward to the right is slightly to the right of where you put the mid-cycle low in the cycle diagram. Am I trying to infer too much, or do you think that what’s most probable is that the temporary low actually a little bit after where the cycle diagram puts the mid-cycle low?
Hi Karl. It’s just meant to imply a drop into that 2024 time frame, but I wouldn’t want to put fine detail on it this far ahead. It’s just a big picture ‘road map’. The timing of the drop is open to question at the moment.
Nothstar, great post. Thanks for sharing.
Cheers Simon, you’re welcome.
Northstar, thank you for all your great posts. This is off topic but you being in the UK, I was wondering if you would comment on the reasoning behind why vat tax is on silver coins but not gold? Being here in the US along with our Canadian comrades we get to purchase silver vat free.
To be sure depending on the state we USAers may have to pay sales tax, and whether and how much may not be simple (may depend on quantity).
Hi JSK. I’ll be honest. I have absolutly no idea. Quite annoying really.
32 years NS? Damn, you don’t look that old on your twitter page. Carry on sir!
I started my career at 18, back in ’87. I turned 50 in June Jim. That pic was taken last Summer when I was still in my 40’s lol.
Pictures? There are pictures? Where might I find such a thing as this?