Methodology

Methodology — Every Formula, Source and Threshold

Every series we read, every formula we apply and every threshold we score against is listed below. If a reading here disagrees with someone else's, you can find out why.

Where the numbers come from

IndicatorGroupSource seriesThresholds
Buffett IndicatorCrash riskYahoo Finance ^DWCF (Dow Jones U.S. Total Stock Market) / FRED GDP, quarterlyNegative >150 • Warning ≥120
Yield CurveCrash riskFRED T10Y2Y, dailyNegative ≤-0.3 • Warning ≤0.2
Shiller PE RatioCrash riskmultpl.com Shiller PE by monthNegative >35 • Warning ≥25
US Dollar Index (DXY)GrowthYahoo Finance DX-Y.NYB, dailyNegative >1% (3-month change) • Warning ≥-1% (3-month change)
US Money Supply (M2)GrowthFRED M2SL, monthlyNegative >15% (3-month change) • Warning ≥10% (3-month change)
Real Interest RatesGrowthFRED DFII10 (10-Year TIPS constant maturity), dailyNegative ≤-1 • Warning ≤1

Scroll for thresholds

Risk Page Scales

The risk pages score their readings the same way, against cutoffs fixed in advance. These set the label on a reading. They do not feed the crash-risk or growth scores above.

ScaleWhat is measuredCutoffs
Chokepoint tanker transitsCurrent week of tanker transits against the 2019 to November 2023 baselineNegative ≤-50% • Warning ≤-20%
Brent crudeThree-month price change — a rise is the alarm, a fall means the shock has not arrivedNegative ≥30% • Warning ≥10%
US days of coverCommercial crude plus the SPR over one day of refinery runs — how long the barrels already held can feed US refineriesNegative ≤35 days • Warning ≤45 days
AI builder leverageLong-term debt divided by one year of capital spendingNegative ≥2x • Warning ≥1x
Credit spread gapCCC option-adjusted spread minus AAANegative ≥8 pp • Warning ≥5 pp
Japan's Treasury holdingsChange from the largest holding Japan has reportedNegative ≤-10% • Warning ≤-5%
Japan's holdings over a yearChange in Japanese holdings of US Treasuries over twelve monthsNegative ≤-8% • Warning ≤-3%
Federal interest billInterest as a share of federal current expenditures (BEA), against the highest quarter in the seriesNegative ≥15% • Warning ≥12%
Yen per dollarHow weak the yen is — the weaker it gets, the more pressure to sell reserves to defend itNegative ≥160 • Warning ≥150
Japan's monthly changeMonth-over-month change in the holdings, in USD millions — a fall is market value, net selling, or bothNegative ≤-50000m • Warning ≤0m
30-year Treasury yieldWhat every future refinancing of the federal debt will costNegative ≥5% • Warning ≥4.5%

Scroll for cutoffs

How each value is computed

Buffett Indicator

The Dow Jones U.S. Total Stock Market index level is treated as one index point per $1bn of market capitalisation, then divided by the most recent quarterly GDP figure published before that trading day, expressed as a percentage. Trading days on which the index has no close are skipped, not carried as zero. Other providers pick their own market-cap source and GDP vintage, so a reading a few points away from this one is normal.

Yield Curve

Read directly from the Federal Reserve series T10Y2Y: the 10-year minus 2-year Treasury constant maturity spread. Nothing is transformed.

Shiller PE (CAPE)

Taken monthly from multpl.com, which publishes Robert Shiller's cyclically adjusted price-to-earnings series. If the page layout changes and no rows parse, the indicator reports an error rather than a stale or invented value.

US Dollar Index, M2 and Real Interest Rates

DXY comes from Yahoo Finance (DX-Y.NYB). M2 comes from the Federal Reserve series M2SL. The real interest rate is the Federal Reserve series DFII10, the 10-year Treasury Inflation-Protected Securities constant maturity yield. It matches the nominal series: DGS10 minus T10YIE equals DFII10.

How the composite is scored

Each indicator scores as positive, warning or negative against the fixed thresholds above. Crash risk is the share of the three crash indicators reading negative. Growth probability is the share of the three growth indicators reading positive. Both are plain counts. There is no weighting and no model fitting.

Growth probability above 50% with crash risk at or below 50% reads as GROWTH POSITIVE. Crash risk above 50% with growth probability at or below 50% reads as CRASH RISKY. Anything else reads as NEUTRAL MARKET.

Each computed answer is held for an hour, and the calls to the sources beneath it for fifteen minutes. Each page then rebuilds on its own hourly schedule, so a reading can be a little over two hours old. Every series here updates daily at best, and most of them monthly or quarterly, so that delay changes no number. One snapshot is stored per day, so the history shown is a recorded series, not a recomputation.

What this does not do

These are valuation and condition gauges, not timing signals. The Buffett Indicator and CAPE have both stayed in expensive territory for years at a stretch while markets kept climbing. An elevated reading says future returns start from a worse price and the market has less cushion when something breaks. It does not say when. Nothing on this site is investment advice.

Found a number you think is wrong? Check the data changelog . Every correction is listed there with the date it shipped.

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