A warning about Clark and BAMwx: a lot of their focus in fall and winter is toward energy commodities. Like JB, they know that cold winter forecasts will significantly increase their clicks. Any firm that throws in 1977-8, one of the coldest US winters on record, as one of only two top analogs has a JB vibe to them imo and should be taken with a huge grain, especially in this day and age of global warming. Yes, weak Modoki El Niño’s have in the past been associated with very cold E US winters in some cases. But, then again, last winter also was a weak Modoki and seasonal models were extremely cold. Despite that, it as we know turned out to be one of the warmest SE winters on record! Now, seasonal models, which have been cold biased, are much warmer than last year averaged out.
From a comment I just read at a commodities board:
“ I believe BAM X was started with good intentions. Michael Clark learned quickly that bullish information will sell ten times the subscriptions. We call this on our farm the Sue Martin approach!”