Research
Market cycles, trading notes, and deep dives.
143 articles found

2026 Tech Cycle Forecast
The technology sector enters 2026 with a very different backdrop than the explosive, liquidity-fueled years that defined the early part of the decade. The hype cycles have matured. The easy money era is over. The world has settled into its new technological reality, where artificial intelligence is no longer an experiment, semiconductors are the backbone of national strategy, and cloud computing is transitioning from a growth sprint to a scale-and-monetise phase. The question for investors is simple but crucial. Where does the next big move come from. Which corners of tech still have structural upside. And, just as important, when do these cycles turn. A forecast that tries to time the 2026 tech cycle needs more than earnings estimates and valuation multiples. It needs an understanding of long-term adoption curves, supply-demand imbalances, capital expenditure waves, and the emotional rhythm of the market. Tech does not move gradually. It moves in bursts. It consolidates, it explodes, it cools, and then it re-accelerates. 2026 appears to be one of those years where the sector is preparing for another turning point.
Read more
2026 Recession or Rotation?
As 2026 approaches, one question hangs over the US market and the global economy: are we heading into a recession, or are we simply in the middle of a big rotation. Investors, analysts, and policymakers are all staring at similar data, yet drawing very different conclusions. Growth looks uneven, inflation is off the extremes but still not completely tame, rates are no longer at zero, and the world is re-wiring supply chains and power structures. The truth is, both outcomes are possible. Markets rarely move in a straight line from calm expansion to textbook recession. Instead, they pass through grey zones where the “feel” of the cycle matters as much as the numbers on a spreadsheet. That is exactly where a forward-looking framework becomes valuable, especially one that blends traditional economic cycles with planetary triggers that map shifts in sentiment and behaviour. This is not about choosing mysticism over macro. It is about accepting that markets are emotional systems. Economic data tells you what has already happened; psychology tells you how investors will react to what comes next. Planetary cycles, when treated as timing and mood indicators rather than predictions, give you a way to read that psychological weather ahead of time.
Read more
The only 2026 US market outlook you need
A New Kind of Outlook for a New Kind of Market Investors have grown tired of traditional year-ahead outlooks that claim to forecast the direction of markets using the same ingredients every time. You know the format. Analysts talk about inflation, the Federal Reserve, GDP projections, earnings surprises, valuation multiples and policy expectations. Yet somehow, despite all this data, the market still manages to shock everyone at the exact moments when it matters most. This is why a growing number of long-term US equity investors are taking interest in something that may seem unconventional at first: cross-asset astrology. Not as a replacement for fundamentals, but as an additional timing lens that helps explain when volatility is likely to build and when the emotional tone of the market is ripe for change. 2026 is shaping up to be a year where these emotional and structural cycles matter more than usual. Several long cycles in economics, liquidity, and planetary movement appear to converge, creating what can only be described as a rotation year. Not a collapse, not a euphoric surge, but a steady turning of the wheel that determines which sectors lead, which themes weaken, and how investors interpret risk. Why 2026 Feels Different Than Past Years In normal years, you can feel the market trying to extend what it has already been doing. In 2026, the atmosphere is different. There is a sense of transition, as if the market has reached the edge of its old narrative and is searching for a new one. We are entering a period where inflation has moderated but not disappeared, where interest rates are no longer rising aggressively but remain high enough to influence risk appetite, and where innovation cycles in areas like AI, energy transition, defence, and biotech are accelerating faster than regulatory or economic structures can keep up with. On top of that, multiple slow-moving astrological cycles shift into new phases in 2026. Historically, when these planetary cycles overlap with economic stress points, markets experience rotations in leadership, sentiment, and long-term direction. This doesn’t mean chaos. It means transition. It means the market behaves less like a simple trend and more like a wheel completing one cycle and beginning another. What Cross-Asset Astrology Actually Does for Investors When people hear the word astrology, they often imagine fortune-telling. But cross-asset astrology works differently. It studies long-term planetary cycles and connects them to human behaviour, decision making, and collective psychology. Since markets are human systems, deeply influenced by fear, greed, optimism, and confusion, these psychological patterns frequently line up with financial turning points. It doesn’t tell you which stock to pick. It won’t tell you the exact day the S&P 500 will jump or dip. Instead, it gives long-term investors a sense of when market behaviour is likely to intensify, when uncertainty may peak, and when emotional trading becomes more dominant than rational valuation. In 2026, these windows matter. Investors who stick strictly to traditional outlooks often understand what should happen, but they rarely understand when markets will react emotionally instead of logically. Cross-asset astrology fills that gap by highlighting periods where volatility tends to cluster, where sentiment is fragile, or where upside momentum can accelerate more than expected. Why Volatility Cycles Are the Hidden Key to 2026 One of the biggest mistakes long-term investors make is assuming volatility is a trader’s problem. In reality, volatility shapes the opportunities and risks long-term investors face more than anything else. You feel volatility when your favourite stock drops suddenly. You feel it when markets surge before you had the chance to buy. You feel it when headlines convince you something is broken, only for the market to recover weeks later. Volatility cycles are not random. They follow emotional patterns, liquidity shifts, and collective psychological waves. In 2026, several of these waves overlap. There will be periods when the market feels surprisingly calm and directional, followed by periods where reactions are exaggerated and investors overcorrect. Using astrological windows to anticipate these phases helps investors stay mentally prepared. When you know a volatility wave is approaching, a correction feels less like a disaster and more like a natural part of the cycle. It also helps avoid buying at emotional peaks and selling at emotional lows. Instead of being trapped inside the market’s mood, you begin reading it. Seeing the 2026 Market Through a Wider Lens The most important idea behind this outlook is that 2026 is not only about US equities. To understand the equity market, you must also look at bonds, the US dollar, commodities, and even crypto. Each asset class reflects a different emotional and economic theme. Bond yields reflect trust, fear, and the market’s long-term expectations for growth. The dollar reflects power, stability, and global confidence in the US system. Commodities reflect tension, scarcity, and geopolitical shifts. Crypto reflects risk appetite, speculation, and generational behaviour. In 2026, these asset classes will communicate with each other more loudly than usual. A shift in yields will ripple into growth stocks. A shift in the dollar will influence exporters and multinationals. A surge in commodities will influence inflation expectations. And movement in crypto often signals when speculation is expanding or contracting. Cross-asset astrology ties these pieces together by showing when the emotional tone behind these assets is likely to strengthen or weaken. A Rotation Year Rather Than a Crisis Year The heart of this 2026 outlook is simple: this is a rotation year, not a catastrophe. Markets do not need to crash to create change. Sometimes the most important shifts happen quietly, through gradual changes in leadership and sentiment. Technology will continue to matter, but the winners may change. Energy and defence may become more strategic. Healthcare innovation may accelerate. Value stocks may defend their ground more effectively than in previous cycles. High-beta growth may still perform, but not as blindly as before. These rotations reflect both economic reality and the deeper psychological cycles represented by planetary movements. Long-term investors who recognise the rotation early will understand the opportunities long before the headlines catch up. A Human Approach to a Complex Year The real advantage of this outlook is emotional. Long-term investors are often shaken out of great positions simply because they were not prepared for volatility. They panic because the market is moving faster emotionally than they expected logically. Cross-asset astrology restores context. It helps you understand why the market is behaving strangely and when it may stabilise. It allows you to stay patient at the right times and bold when opportunity appears. It creates a roadmap for navigating a year that will be full of rotation, recalibration, and renewal. The Bottom Line If you are looking for the only 2026 US market outlook you truly need, it is this one. Not because it predicts exact numbers, but because it explains the emotional and structural forces shaping the year ahead. Long-term investors who learn to read the rhythm of cycles, emotions, and cross-asset behaviour will be far better equipped to navigate 2026 than those who rely solely on traditional models. The market is not just a machine; it is a mirror of collective psychology. And in 2026, that psychology is turning a page.
Read more
Cryptocurrency Correlation with Mars Cycles
Mars retrograde has historically aligned with heightened volatility in cryptocurrency markets. These windows often see dramatic swings in Bitcoin, Ethereum, and altcoins, reflecting impulsive sentiment shifts.
Read more
European Markets: Brexit + Jupiter Analysis
Jupiter in Gemini emphasizes diplomacy, communication, and trade relationships. For Europe, this creates a fertile ground for new trade agreements and capital flows as post-Brexit frameworks stabilize.
Read more
Healthcare Sector: Venus Transit Opportunities
Venus transiting Pisces in early 2025 aligns with expansion and optimism in healthcare equities. Historically, these periods see increased investor focus on growth within biotech and pharmaceuticals.
Read more
Federal Reserve Policy Outlook 2
Astrological cycles indicate Saturn’s steady transit through Pisces supports a measured approach to monetary easing. This correlates with economic indicators pointing to gradual improvement without runaway inflation.
Read more
How the Annual Letter Could Benefit Gold Traders in 2026
Gold remains a hedge against policy surprises, currency volatility, and geopolitical stress, yet price often ranges for weeks before moving quickly in a few high energy windows. The Annual Letter provides a timing framework that blends ephemeris based cycle analysis with market structure, so traders can focus risk during statistically favorable periods and step back during exhaustion or noise.
Read more