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@bleichenberg

Investment markets & Farming pastures are complex systems, COYS, swimming Australia's Ocean Baths one at a time.

Katılım Ocak 2015
41 Takip Edilen29 Takipçiler
Raphaël
Raphaël@vola2vola·
I expressed my views on the market on the show today, feel free to send any questions you may have either in the comment section of the video, or in the dedicated area below the latest Trading Plan videos on @myfractalrange website m.youtube.com/watch?v=_kGcrN…
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Jim Panzee
Jim Panzee@Ozard_OfWiz·
inflation fears now whipping the entire planet inflation is always a universal and international problem
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SKP@bleichenberg·
@Ozard_OfWiz Kids in the office have no clue.
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Jim Panzee
Jim Panzee@Ozard_OfWiz·
younger guys have never seen a real rodeo
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Jim Panzee
Jim Panzee@Ozard_OfWiz·
LT strength
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Jim Panzee
Jim Panzee@Ozard_OfWiz·
LT system just ploughing ahead showing strength and optimism
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SKP
SKP@bleichenberg·
@AshGCOYS surely a joke
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Chris Cowlin
Chris Cowlin@ChrisCowlin·
Many congratulations, Jun'ai Byfield. A fantastic moment for him. #COYS #THFC
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SKP
SKP@bleichenberg·
@LandCycle @LandCycle have you seen the recent media on the gating of Canadian property funds?
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Catherine Cashmore's Land Cycle Investor
As we move through 2026, debate has shifted from whether the land cycle is peaking to a more precise question – does the collapse occur this year, or does it slip into 2027? I mentioned in last week’s report that the 2026 land price peak already occurring in the U.S. and likely to hit Australia later this year - is not necessarily going to lead to a full collapse of the stock market in 2026. 2027 would be a more likely period for this to occur. However! There are significant flash points you need to be aware of this year that I outlined in previous reports. We also need to keep in mind that events are moving very fast, and we cannot rule out further disruptions to this cycle through geopolitical events, including an escalation of the regional conflicts we are already seeing in the Middle East, Europe (Russia/Ukraine), and most recently, Trump's attack on Venezuela. The story of economic rent resonates throughout (the lust for un-earned wealth) – a point oft missed by other researchers that perhaps don’t pay too much attention to the drivers of the land cycle. While the 18-year cycle is the only knowledge you need to identify major and minor recessions, longer cycles can give some hint to what lay ahead geopolitically – and that deepens our analysis significantly. One cycle that hasn’t received much attention since I’ve been writing LCI is the 36-year cycle. The rhythm of this cycle underpins the 18-year cycle as its second harmonic. Put simply, the 36-year cycle is two 18-year cycles back-to-back and brings up some interesting resonances when analysed. The 36-year interval is not arbitrary, however. It is one-tenth of a full 360-degree circle, a time division W.D. Gann paid close attention to and referred to many times in his writing. And it nests neatly inside both the 18-year land cycle and longer generational waves. More importantly, the 36-year cycle, has an observable historical repeat that gives a strong flash point for a key period already outlined for 2026. In this week’s report I’ll paint out what this means for the current land cycle. We’ll dig into.. - Why 2026 is shaping up as a far more consequential year than a simple market peak - How a little-discussed 36-year rhythm sits on top of the 18-year land cycle – and why it keeps resurfacing at moments of conflict - What recent events in Venezuela are really testing – and why they matter well beyond oil headlines - Why Russia keeps re-appearing at the same points in history – and what that suggests about the period ahead - How control over land, energy, and trade routes are leading to potential global conflict - We’ll also touch on the astrology behind this cycle and show why it helps understand the dynamics better. And that’s not all! PLUS! ANDREW PANCHOLI - YEAR AHEAD ANALYSIS Andrew Pancholi has spent the past week burning the midnight oil preparing his 2026 Year Ahead report – and he believes it’s the strongest annual outlook he’s ever produced. Just after its release, Andrew joined me for an in-depth discussion on the critical market and geopolitical turning points to watch through 2026. As you’ll know from my previous interviews with Andrew, he is one of the most accurate long-range market forecasters I’ve encountered. He has an exceptional ability to pinpoint major turning points in advance – not just in markets, but in the geopolitical landscape that shapes them. This is a standout interview – one not to miss. In the discussion, you’ll discover… - Why 2026 is not just a peak year, but a pressure point where multiple cycles converge - The specific time windows to watch Are markets gping to collapse in 2026? - How the 36-year cycle is showing up mind blowing monthly resonances - The role of the 72-year cycle in major financial collapses and regime shifts - Where the 90-year cycle aligns with systemic crises and global resets - Is Andrew looking ahead with optimism or dread? All this and much more.. Log into your account to read this week's report now! landcycleinvestor.com/post/2026-the-…
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Lilywhite Rose
Lilywhite Rose@Lilywhite_Rose·
#thfc move for Conor Gallagher is a sign of things to come At least one other significant transfer will be coming soon. Ambition is high. @DeanJonesSoccer
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SKP@bleichenberg·
@sydney_trader Based on major historic cycles, the probability is elevated.
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SKP@bleichenberg·
@lukaskuemmerle Brilliant effort, have enjoyed your weekly notes.
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Lukas Kuemmerle
Lukas Kuemmerle@lukaskuemmerle·
+2⃣0⃣% Portfolio Return with #Commodities - This was 2025 📈 Key figures for our L/S absolute return strategy at a glance: • 20.2% performance (before trading costs) • 2.99 Sharpe ratio • 4.0% annualized volatility • 60 trades on the US futures markets (34 long / 26 short)
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Catherine Cashmore's Land Cycle Investor
Well, it’s 2026. I honestly can’t recall exactly how many years I’ve been writing about the 18-year land cycle and pointing to 2026 as the likely peak. And now we’re here. Does this year mark the top of the land market? That’s still the forecast. If we look back through 2025, markets were pricing in further rate cuts into early 2026, and across Australia home values kept rising. But it wasn’t uniform. Brisbane, Adelaide and Perth pushed higher even late in the year, while Sydney and Melbourne lost momentum and price growth stalled. What has clearly shifted, though, is the confidence that property can just keep climbing regardless of conditions. Financial markets are now effectively pricing in at least one rate increase in 2026, possibly as early as February. At this stage of the land cycle, the implication is obvious. Every land boom ends the same way. Not because prices look expensive, but because the driver – credit - stops expanding. In this week’s LCI report! I take a dive into the drivers that are point toward 2026 being the peak in real estate prices – plus a brief overview of the decade cycle looking at what happened in 2025, and what could be ahead for 2026… We finish up with an interview with Britain’s house price Nostradamus Fred Harrison @geophilos who gives his insights into 2026, 2027 and 2028.. Fred Harrison’s view is that property markets can still look firm into 2026 as we reach a peak, and may even edge a little higher. But the suggestion is that the serious downturn follows in 2027 and into 2028, when prices begin to fall decisively. He has repeatedly said that the next correction is likely to be large – on the order of 20% or more – potentially worse than the post-2008 decline. Fred also stresses that this cycle doesn’t look like past peaks because so much excess was pulled forward during the pandemic years. The frenzy that might normally appear right at the top was largely played out between 2020 and 2022. Could this soften the blow as we move into the end of this cycle? It’s a subject I’ve expanded upon in previous reports and will cover further in the months ahead. In this week's LCI Report you’ll discover.. - why 2026 has always mattered in the land cycle and why we’re now at the dangerous part,.. but will it also be the year markets collapse? - how credit tightening actually unfolds at the end of every boom and why prices always lag the damage - why rate cuts don’t save late-cycle markets and how bond markets do the tightening instead - how the US debt rollover into 2026 quietly tightens global financial conditions - what the decade cycle says about 2026 losing momentum rather than exploding higher - why the 60-year cycle keeps turning up at major market peaks and collapses and the link between 1906, 1966 and what makes 2026 such a high-risk year - why the real breaks tend to come in years ending in seven and what that implies for 2027 - what Fred Harrison is warning about now and why he believes this turn could be exceptional - why the excess was pulled forward during Covid and how that changes the look of the peak, not the outcome - what to watch next as confidence shifts to caution and refinancing becomes harder - why this phase of the cycle is about positioning and patience, not bravado landcycleinvestor.com/post/we-are-he… Not yet a member? Join from $29 a month or $298 per year and gain access to all reports as well as forthcoming live webinars.
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SKP@bleichenberg·
@sydney_trader This will be the death of the US empire.
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Jim Panzee
Jim Panzee@Ozard_OfWiz·
Merry Christmas - feel and be loved and spread love as generous Karl said “If you want something come to you by your front door, you need to throw it out of the window first..”
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