Silvertrucker21 🔰

@2020Upstream Think it's one more attempt to get it down to 60 or 55 for the big boys to go long before we 🚀

Today’s attack on $Gold $Silver isn’t real. Just like yesterday’s attack on $Oil wasn’t real.

@TheLucky7 On the last 18 yr land cycle platinum topped before the broad market crash of 2008. I wonder if it will behave similarly this time ie peak in next 12 or 18 mo before the recession really gets going

$PLG is shaping the right side of the cup as we speak. This is an important low. $PLG will now attempt to break the big green resistance once more.

@Analyst_G I have a whole list of homebuilders & construction supply cos I'm planning to buy in a few yrs. But my o my do they have a long way to fall before I get interested. Builders are one of the cleanest cyclical plays in the market following 18 yr land cycle.

$LEN - if you seriously bet on housing to go up when record ever unaffordability crisis is already with us I think you made a ... mistake. In a moment LEN will drop below 2005 and that'll be a big problem.

@Comm_Invest It is. Thank you.

@silvertrucker21 Not sure what miners are listed on the NYSE. I usually don't own large companies. Maybe Integra Resources is listed there thou?

Bai Lo when a falling knife breaks support lines

@OakleighIM I enjoying following your posts. I'm sure I'll be putting some $ with the 18.6 fund once this commodities cycle is over. Keep up the great work!

Only 1 in 4 fund managers beat the market last year. In the S&P/ASX 200, ~75% underperformed. Even professionals struggle to consistently outperform. Here’s why that matters 🧵

@WSBTraffic Truck fire 20 EB at six flags just happened

Downtown Atlanta: 🦺Construction I-20/wb blocks ramp to I-75/85 nb(Exit 57). Take Hill St to MLK. #ATLtraffic #FultonCounty #Atlanta #DowntownConnector

@bozkaschi Looks juicy 😁

#Silver wave 5 👇

@SantiagoAuFund These ppl don't want evidence of a plan. They want something to spout an opinion on to their followers so they can sound smart.

Imagine being confused as to why a military doesn't publicly disclose their war plans to you...

@SantiagoAuFund So many believe the Iranian propaganda. So few have any belief the US military can do something right

For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?

@LandCycle Very much enjoyed this article Catherine. I'm more of a securities investor than RE, it was an excellent read. Have a great weekend!

***THE YEAR OF THE BEAR... WHY CYCLE ANALYSTS ARE POINTING TO 2027 – NOT 2026 – FOR THE STOCK MARKET CRASH...*** If you’ve been following my reports for some time – or the work of the forecasters featured on LCI – you’ll know that the timing for the land cycle downturn points more toward 2027 than 2026. That doesn’t mean things can’t unravel this year – they absolutely can. There are several flashpoints I’ve already highlighted in earlier reports – one between February and April, and another around August – all warrant close attention. But in this week’s report, I want to step back and outline, as clearly and briefly as possible, why 2027 continues to stand out as the more likely window for the end-of-cycle downturn – and what the timing could look like if it unfolds in line with the probability. I'm talking about the stock market crash - not the peak in real estate prices... Median real estate prices in the U.S. generally reach their peak prior to the stock market collapsing. Once the flow of money into land and property is exhausted, the turning point is set. The stock market crash typically follows shortly after, marking the true end of the land cycle. The logic behind this is simple. The stock market captures a large share of land-derived economic rent (land price inflation) – far beyond the obvious real estate investment trusts, construction firms, and the financial sector. Much of the value of listed companies reflects land they occupy or control. Corporate balance sheets, for example, include substantial holdings of land and location-based assets, such as office sites, retail outlets, mining leases, data centres, etc. As urban land values rise, so too do the book values and market capitalisations of these companies, even when their productive output remains unchanged. In this way, the stock market becomes like a secondary market for land values, with investors effectively trading the capitalised rent of location. Therefore, when land values reach their peak, the share market inevitably follows with a downturn, as the rent of land can rise no further, and asset prices built upon it begin to contract. The timing for the land price peak is fairly easy to estimate. It is based on research by Fred Harrison. It lies in accurately identifying when a 14-year trend of upward land prices begins. I go into this further within this week's report. But timing the peak and eventual downturn in equity markets requires a broader set of tools – many of which I’ve outlined in previous reports. In this piece, I bring those strands together to highlight a clear timing window in 2027, and explain why the downturn may extend beyond 2026. In this week's LCI report, you'll discover .. - The multiple cycle frameworks are independently pointing to the same year for a major equity downturn - The exact timing window I’m now watching for a potential break in the cycle - How the decade cycle aligns with the 18-year land cycle to pinpoint high-risk periods - How longer-term cycles tighten the timing around the expected downturn - What needs to happen this year for a 2027 forcast scenario to remain intact.. And much more! landcycleinvestor.com/post/year-seve… PLUS!! ***A LIFETIME IN GEORGISM – INSIDE THE MIND OF U.S ECONOMIST EDWARD DODSON*** This week’s interview is one I would strongly encourage every subscriber to watch in full. I’m joined by Edward Dodson – a figure widely regarded as one of the most dedicated and quietly influential voices in modern Georgist thought. Ed has spent decades not only studying the work of Henry George, but actively working alongside and contributing to the intellectual lineage that followed. He has been a member of the Henry George School of Social Science since 1981. Over the decades he has taught not only the schools’ core curriculum but many courses of his own design. Ed held various management and analyst positions in financial services, the last twenty years (retiring in 2005) with Fannie Mae. He holds a B.S.degree from Shippensburg University and an M.L.A. degree from Temple University. He is the author of a three-volume work titled “The Discovery of First Principles” and many published articles on aspects of political economy and history. He resides in Cherry Hill, New Jersey. Throughout his career, he has engaged closely with some of the most important economists in this field – including Fred Foldvary, known for linking the business cycle to land economics, and Mason Gaffney, whose work on land, taxation, and economic rent remains foundational. These are not just academic references – these are people Ed worked with, debated with, and helped carry forward. What makes this conversation particularly important is that Ed sits at the intersection of theory, history, and real-world application. His experience spans banking, housing markets, public policy, and decades of teaching – all grounded in a deep understanding of how land, taxation, and speculation shape the economic cycle. As he explains in this interview, you cannot truly understand the cycle without understanding its cause. Beyond his direct work, Ed is also the editor of the School of Cooperative Individualism – one of the most valuable archives of Georgist literature available today and a remarkable resource – housing decades of papers, books, and research from many of the thinkers who have shaped this field. He also runs a YouTube channel where he publishes full lecture series on economic history, the housing market, and the structure of the U.S. economy – material that is rarely found elsewhere in such depth and clarity. This is not just an interview – it’s a rare opportunity to hear directly from someone who has spent a lifetime working inside the ideas that underpin everything we discuss in Land Cycle Investor. If you want to understand not just when the cycle turns, but why it turns at all – this is essential viewing. You'll discover.. – Why understanding land – not just credit or interest rates – is the key to understanding the economic cycle – How the ideas of Henry George still underpin many of today’s biggest economic distortions – Insights from decades working alongside leading Georgist economists, including Fred Foldvary and Mason Gaffney – The role land speculation plays in driving inequality, booms, and eventual downturns – Why mainstream economics continues to overlook the most important factor in the cycle – A historical perspective on how land, taxation, and policy have shaped past economic outcomes – What today’s housing and credit conditions reveal when viewed through a Georgist lens – The difference between treating symptoms in the economy versus addressing the root cause – How Ed approaches economic history – and why that matters for forecasting – The work behind the School of Cooperative Individualism and why it’s an essential resource for deeper study (Interview - landcycleinvestor.com/post/a-lifetim… )

@TrevAHall I'm shocked at how many ppl think they know the outcome already. Similar to Venezuela - where we did know the outcome almost immediately and people still tried to spin it as bad lol gotta let things play out first.

I'm critical of Trump, but people rooting for failure with Iran should ask themselves what that actually costs. Because it won’t be Trump paying for it—it’ll be all of us, through energy, inflation, and instability.

@Comm_Invest See now those numbers are just insulting 🙃

For fun I asked ChatGPT to estimate what gold or silver prices were "priced in" for some developers assuming fully diluted share count + 30% Capex dilution and +20% higher costs than their economic studies.

@potassium_phd I'm at $25 to drive to work & back in my benz. Premium. Ugh. Fortunately I only commute 1 way a day since I'm gone overnight

$65 to fill up my little subaru today. Thanks Obama 💀

@Comm_Invest My friend with this thing turns & goes the other way it's gonna shoot like a bottle rocket lol so oversold it's nuts

I think I'm gonna market time because "cheap can always get cheaper" and since I only buy high I feel like I can't afford even a bit of more paper losses

@Analyst_G Auto business is a terrible one. Combie other mnfctrs releasing direct competitors with better build quality & Tesla is quickly losing their first mover advantage. Good charging network though

Better late than never...

@TheLucky7 Anytime! Here's a hint too - they usually peak 24 mo or so before the broader market at the end of the cycle. Leading indicator 👻

@silvertrucker21 Those are very comprehensive lists, thank you very much for your trouble! Building a watchlist atm! Thanks for the idea, mate!

I’m not trading every wiggle in #GOLD, #SILVER and #MINERS. I bought ~70% of my miners near the bear‑market lows and I’m here for the cycle, not the noise. As long as #GOLD outperforms the $SPX over the long run (price under the dome), I’m holding my miners and letting the thesis play out. If not, I made a lot of money regardless.

@PropertySharem1 Wonderful post guys! Thanks 👍

Did you realize that the real estate clock has been moved to 3 PM? 🕒 Based on the book "The Secret Life of Real Estate and Banking" 3PM means that we're in the peak of the real estate activity. So what are the indications of a peak real estate activity? 👇

@TheLucky7 Some of those are REITs, which are great for playing the cycle too, but bottom much quicker than the homebuilders & construction companies because of the dividends they pay.

@TheLucky7 I have a list of a bunch, check out DHI, PHM, both homebuilders, as well as TREX & BLDR, both construction. Easiest cyclical play that exists following that 18 yr cycle. But not sexy at all, which is what so many want. I'll reply to this with the full list

@TheLucky7 Installed Building products Champion Homes M/I homes JHX James Hardie Lennar Pulte DR Horton Meritage Toll Brothers NVR Inc land option model Installed Building Products Taylor Morrison REA Group (RE Tech in Aus) Host Hotels Vulcan Materials