DJD_1968

156 posts

DJD_1968

DJD_1968

@DJD_1968

Katılım Kasım 2010
54 Takip Edilen37 Takipçiler
Catherine Cashmore's Land Cycle Investor
It was fantastic to see so many of you join me and Andrew Pancholi on Wednesday evening for another LCI LIVE Zoom event. Thanks so much to all that sent in questions and engaged with the session. Andrew - is the creator of the Market Timing Report and a director for the Foundation for the Study of Cycles and he is one of the best forecasters I’ve come across. I wanted him to join me to answer all your questions and go over the key dates and time windows for the end of the land cycle that may shape both economic and geopolitical events as we move toward, what I continue to believe, will be a very difficult period from late 2026 into 2027 - leading to a recession in 2028. Andrew’s focus is on a wide range of cycles – not just the 18-year cycle – however, as I stress throughout this publication, the 18-year land cycle is not only a harmonic of many of the major long-wave cycles, but because of land’s unique position in the economy, it effectively acts like gravity to all economic cycles. This is why Edward Dewey referred to the 18-year cycle in his landmark book Cycles: The Science of Prediction (1947) as "the most important economic cycle" we have. Land is the foundation of the economy. Small businesses, banking, finance, construction, retail spending and credit creation are all effectively choreographed around the land market. When transaction volumes are high, and speculation is running rife, these businesses thrive. More people buying and selling property means more removals, more furniture sales, more whitegoods purchased, more renovations, more insurance policies written, more finance commissions, more advertising revenue for media companies, more legal and conveyancing work, more accommodation demand and construction activity... However, toward the end of the cycle, as interest rates rise, credit tightens and transaction volumes begin falling. Even before prices collapse significantly, the slowdown in turnover alone starts pushing many small businesses into recession because the flow of economic activity tied to the land market begins drying up. If you understand nothing else, you can still make exceptional long-term investment decisions simply by understanding the land cycle and its main driver - the thirst for economic rent. It remains, that if the economic rent from land and natural resources isn’t collected and returned to the community on whose behalf that value was created, you will spend a lifetime paying taxes to fund the government, which spends most of its time protecting the rights of the largest monopolists who benefit from controlling large chucks of our land and natural resources. The finance sector for example, that now effectively mortgages access to the earth itself, trading the debt on a multi trillion dollar derivatives market. Big AI and technology companies which control of huge amounts of land, data centres, communications systems and enclosure of the electromagnetic sphere that everyone in a modern economy needs to function. At the same time, mining and energy companies export the our coal and gas overseas while we pay rocketing costs to fuel our homes. Regular readers of this publication will already have a broad understanding of this - and how the first and second halves of the land cycle differ and what that means for portfolio positioning - and real estate investing. However, in the weeks ahead, I'll dedicate more time focusing on the first half of the next cycle and the opportunities that may emerge through the downturn. The idea being that readers can begin preparing now rather than reacting emotionally later. For now however, below is a summary of some of the major themes Andrew covered during the session. Andrew discussed several key dates. I have bolded these in the body of the report for those that do not want to listen to the entire recording. Other points discussed include - The key dates and timing windows Andrew is watching into 2026–2029 - Why years ending in 7 have historically been dangerous for markets - Whether the ASX and Australian banks may have already topped - The growing similarities between today’s AI boom and the dot-com bubble - Gold, silver and whether precious metals could initially crash before surging higher - Why bond yields are becoming a major problem for the global financial system - The Strait of Hormuz, Middle East tensions and the risk of an oil shock - War cycles, geopolitical escalation and China’s possible involvement ahead -Why commodities can continue rising even while broader markets weaken - The 100-year cycle, the 90-year cycle and whether the real danger period is 2028 rather than 2029 This is undoubtedly one of the most well attended live events that LCI has hosted. Click the link below to watch it now! landcycleinvestor.com/post/replay-li…
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Silvertrucker21 🔰
Silvertrucker21 🔰@silvertrucker21·
@DJD_1968 @LandCycle You do need a subscription I believe for that interview. Catherine runs a very good service for those watching the land cycle.
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Silvertrucker21 🔰
Silvertrucker21 🔰@silvertrucker21·
@LandCycle It was a great interview. I'll be sending you an email soon with a roadmap of the indicators I'm watching for the turn - may be helpful, may be useless, time will tell but you may at least find it interesting 😉
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Darren
Darren@UDiamondBalls·
#Uranium @BannermanEnergy $BMN The naked 10-year line chart for Bannerman Energy is looking very spicy here. In other news I bought another tranche of $bmn today. No more trading, time to get locked in 🤠🚀
Darren tweet media
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DJD_1968
DJD_1968@DJD_1968·
@UDiamondBalls I bought more bannerman today….most would say I am too heavy in single stock but the more I research the more convinced I am this is a great long term position.
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Darren
Darren@UDiamondBalls·
#Uranium Well we've become hated enough (again), so I was in the market last night and this morning buying 2 U stocks, one #ASX and the other a US listing. I can't reveal their names but can confirm one of the companies rhymes with Len Swaggerman 😂🤣😏
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DJD_1968
DJD_1968@DJD_1968·
@silvertrucker21 @thesilverhermit Do you think Uranium is going to make a strong move up in next 12-18 months? I follow Grady and hoping Ura launches but has not done much recently
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Silvertrucker21 🔰
Silvertrucker21 🔰@silvertrucker21·
@DJD_1968 @thesilverhermit I may buy some long dated put options on them. My main way to make money is buying them post crash, 70-90% cheaper. They typically return about 20-30x depending on the company over 12 years, so say from 2031-2043 give or take a yr. Some do 40-100x.
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Oren Elbaz
Oren Elbaz@thesilverhermit·
I’m shocked to see how little people care about the escalating situation in the bond market. I guess they simply don’t understand what’s happening. So let me put in simple words - your government spent so much that no one wants to lend it anymore, and it’s about to go bankrupt. But it has this friend, called the central bank, which has a magic printer in his basement that can produce an infinite amount of dollars. So the central bank is going to bail out your government. But here’s the thing - the magic printer can’t print real wealth. Whenever it spits out dollars, it is stealing some of the purchasing power of your savings. It’s as though it is reaching out with a very long straw, drinking your milkshake. That’s right, it is YOU who will be bailing out your government, whether you like it or not, until the currency is worthless and you have no more savings. Are you angry yet? Good. Now go and get yourself some #silver .
Oren Elbaz tweet media
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Silvertrucker21 🔰
Silvertrucker21 🔰@silvertrucker21·
@thesilverhermit It is an inevitable crisis - every 18.6 years. They look different each time, but it always results in cheaper stocks and real estate. Commodities looking good thru 2029, then 2030/31 should be a great time for construction and RE stock buying.
Silvertrucker21 🔰 tweet media
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DJD_1968
DJD_1968@DJD_1968·
@UDiamondBalls Bannerman is long-term hold for me, really like the development in Africa and the long-term deals they have secured........set it and forget it!!
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Darren
Darren@UDiamondBalls·
All the SMR stocks gapped up and now look like they're in the process of backfilling. $nne and $imsr gaps closed on daily charts whereas $oklo $smr have a tiny bit more to go here. Im not sleeping on these entries after missing the first bottom! SMRs are going to be a big part of our energy future
Darren tweet mediaDarren tweet media
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Darren
Darren@UDiamondBalls·
#Uranium #Nuclear #SMRs Looking to free some cash here from overweight positions and redeploy into a new SMR portfolio consisting of $oklo $smr $imsr $nne. Anyone doing the same? #few
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DJD_1968
DJD_1968@DJD_1968·
@graddhytrading Thanks for the charts on critical metals a few days ago - loaded up yesterday and CRML is ripping today….Yeah!!!
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DJD_1968
DJD_1968@DJD_1968·
@graddhytrading Thanks. Do you follow critical metals stocks such as CRML and USAR. They both also look good here what are your views?
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DJD_1968
DJD_1968@DJD_1968·
@kpak82 Do you see some reversion to mean this week in QQQ? Stretched to upside but due for 2-3% pullback I think.
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kpak
kpak@kpak82·
Everyone can have the same signal and support/resistance but not everyone has the mental capital to get the same gains and eventual win.
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DJD_1968
DJD_1968@DJD_1968·
@graddhybpc @DannyM_CANADA Hi Graddhy - new subscriber but curious if you will post individual uranium names you recommend or just stick with URA? Thanks.
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Graddhy - Commodities TA+Cycles
Uranium miners did 580% in its baby bull move. And the 2nd big move is so far 228% in the making. Still, just getting started.☢️ Note on the chart below that the big blue breakout is here, as posted in the linked post would come. Plus also note that the chart also has a backtest plus a higher high after the breakout high, i.e. the blue breakout is now also confirmed. Means the uranium ETF URA is in huge breakout-mode vs SPX, from a very symmetrical, blue, 9-year inverse head & shoulders pattern. And, it means that uranium from here on will outperform the stock market. The glorious commodities bull market will be the greatest opportunity in your lifetime to get out of the rat race. As said now since called the commodities lows 6 years ago - DO NOT MISS IT! Caught all major lows & highs at the service for uranium since calling the 2020 bear market low, in real-time. Try doing that without charts!☢️ And down the road, commodities will be the only game in town. #joinus at graddhy.com for real guidance during the whole bull market Go with the service that has, actually, been on track all along. Following the right people is absolutely vital.
Graddhy - Commodities TA+Cycles tweet media
Graddhy - Commodities TA+Cycles@graddhybpc

#uranium miners did 580% in its baby bull move.☢️ Still, just getting started. Below is a brilliant, bullish roadmap setup for this ratio. That is a very symmetrical, blue inverse head & shoulders pattern. The glorious commodities bull market will be the greatest opportunity in your lifetime to get out of the rat race. As said now for 5 years - DO NOT MISS IT! Caught all major lows & highs on the service for uranium since calling 2020 March low. Try doing that without charts!☢️ Global capital has clearly started to flow from the stock market into commodities, as posted. So it begins. And down the road, commodities will be the only game in town. #joinus at graddhy.com for real guidance during the whole bull market Go with the service that has, actually, been on track all along.

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DJD_1968
DJD_1968@DJD_1968·
@graddhybpc Thanks Graddhy, just joined the service. Was worried that I missed the big move with the peak in late-January....now reading your posts looks like still plenty of opportunities ahead - looking forward to what is coming!!
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Graddhy - Commodities TA+Cycles
As been saying lately, this bull will last many more years, so do not get beat down by the declines, or lose interest during them. Understand them, be ready for them. This is worth repeating. And, been trying to put the message across that there will be no bubble phase in this gold bull market. Because this time around, after the present final third bull move, the world will have a new monetary system backed by gold. This will pin gold at the highs value wise, meaning there is no bubble. And, that means this is not only a normal bull market, it is also a global monetary system reset. It is vital to grasp that this is not gold going up, it is mostly currencies depreciating. So for heaven's sake, do not miss it. #joinus Called the breakout above blue line in the linked post below, in real-time and very clearly. Following the right people is absolutely vital. #joinus
Graddhy - Commodities TA+Cycles tweet media
Graddhy - Commodities TA+Cycles@graddhybpc

$SILVER $GOLD - historical inflection point, watching? Gold has a huge blue breakout, plus holding 2000. Silver is sitting just below its massive 13-year blue breakout line. And, silver already has the false breakout done, so the counter move to gather energy is already done.

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Financelot
Financelot@FinanceLancelot·
@phaedrus888 You could be right, but we're clearly at a decision point next week.
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