Tuesday, 21 February 2012

Sunspot Economics


I sat down to write this blog post initially about the 1929 Wall Street crash and discuss the different events that lead up to it. However I couldn't summon the energy or brain power required to think and condense a large amount of information into a blog post. So I decided to take a little detour again, and I know I shouldn't necessarily do this but sometimes in life you just have to. That coupled with the fact that I get distracted very easily especially by things I find remotely obscure and interesting. Like the topic of this next post.  Sunspots.


William Stanley Jevons was born in September 1835. He wrote many different pieces of work including A serious fall in the value of Gold (1863) and The Coal Question (1865). His book The theory of Political Economy (1871) argued that economics should be a science as it concerns quantities and is therefore mathematical. He identified what is known as the Jevons paradox in The Coal Question stating

It is wholly a confusion of ideas to suppose that the economical use of fuel is equivalent to a diminished consumption. The contrary is the truth.

So basically the cheaper it is to use coal to create electricity, the cheaper electricity becomes with in turn increase the demand, or the number of people using electricity, which in turns increases the amount of coal required to create the electricity, so you acutally end up consuming more coal instead of less.

Amongst all these theories and ideas he also had one about the business cycle. His theory was to do with sunspots.  That the economy wasn't random but based on outside events i.e. disruptions to our weather due to solar eruptions. The weather would in turn affect crops which would in turn affect the markets.  For the 19th century this may not have seemed like such a crazy idea, they weren't equipped with all the technology we have these days. 

As I read around this topic I discovered that more people had done research in the sunspot theory.  Lev Pustilnik and Gregory Yom Din also looked into this area. They looked at wheat prices and solar cycle variations. They found correlated peaks between prices and sunspot activity for both the 17th century (English wheat prices) and the 20th century(US wheat prices). Maybe Mr Jevons was on to something back in the 19th Century!

Then there is also Paul Macrae Montgomery who discovered a link between sunspots, hemlines and stock prices.  So perhaps when we go to invest in the stock market we should take a look around us and see what fashion and the weather are trying to tell us!


Update: I have also found some who has linked many massive events in history to sunspot activity
http://www.michaelmandeville.com/earthmonitor/cosmos/solarwind/Sunspot_Cycles_Influence_Human_History.htm


Links to the papers mentioned

Hemlines, Sunspots and Stocks (Montgomery, 1975)


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