The weird weather has been on everyone’s radar lately, and it has been weird. But why? The narrative creators will tell you it is AGW climate change, because no matter what it is, it is caused by man-made global warming. But like everything else, the answer is more benign, but far more scary. It is the sun; and we have data that shows what happens when the sun does its thing. I will talk about the big macro in another post, but for today I want to talk about three aligning shorter term cycles.
+ The ENSO (El Nino/La Nina) 3-5 year cycle
+ The Atlantic Decadal Oscillator
+ The Pacific Multi-Decade Oscillator