Baires,not much more to be honest, if you've heard his commodity watch radio interviews then I think you pretty much have what he is looking for. He has always ignored fundamentals in terms of commodities and seems to focus more historical and seasonal patterns and changes in the credit markets. For timing entries and exits their chartworks guy uses technical "DNA" markers to judge if something is overbought and oversold and will compare it to similar situations going back to the 1930's if there is a relevant comparison.

He really needs to write a book, I'd say it would make a great read. To give him credit, he never caught up in this inflation/deflation debate, for him its a credit expansion followed by a credit contraction.