Hello friends,
I am back with another email this week and I am writing this because big timers in markets and geopolitics are moving pieces right now, and if you want to sleep at night while still growing wealth you need a plan that matches the times.
WHAT I SEE HAPPENING RIGHT NOW
The world is hitting multiple long cycles all at once and that creates a year or two of sharp big shocks and big opportunity.
When slow cycles line up you get massive moves. This year and the next are not normal. Think of big old gears in the global machine turning together. When the teeth line up you either get a smooth ride or a big clash. Right now the teeth are lining up for tension.
Which cycles are lining up:
36 year cycle
18 year land cycle
90 year empire and war cycle
81 to 84 year revolutionary cycle
100 year Gann Cycle
150 year Benner’s Cycle
200 year K Wave or Commodity Cycle
What is the 36-year Cycle?
This is one that I haven’t talked much about yet in the past, but it is important. I recently read an article by Catherine Cashmore and it brings my attention to this cycle so I thought I would share with you. Scroll to the end for her article. Think of some cycles like clock ticks. The land price cycle repeats every about 18 years. The 36-year cycle is simply two of those 18-year cycles joined together. Imagine two circles on top of each other — they make patterns that repeat over a longer time.
The 18 year Real Estate Cycle
Why does this matter? Because when that longer cycle lines up with other forces (like government rules and wars), history shows big changes can happen. People in the past have watched similar patterns and saw big shifts in politics and money at these times.
For those who don’t remember, the land cycle is a simpler clock: roughly every 18 years land prices and real estate reach a peak then fall. History shows that:
Land prices often peak before the rest of the economy crashes.
The peak is dangerous when a lot of buying used debt (mortgages, loans). If people can’t pay, banks and markets get in trouble.
The final stage before a crash is rising interest rates and tight credit — that makes the debt harder to repay, and the big drop follows.
Historical Evidence
Let me show you how events repeated every 36 years. These are not random; they help us see what might happen next.
1917 — Revolution and land collapse
Around 1916–1917, land values were very high in many places. Wages were falling behind, and economies were strained.
World War I hit, which was a chaotic reset. In Russia, the old landowning system and political order collapsed and a new system took power.
Result: huge political change and an economic reset tied to land and resources.
1953 — Stalin’s death and a crack
Joseph Stalin died in 1953. That year marked a turning point for the Soviet system.
•The old, strict control loosened and the system that had forced people to work and controlled land began to fall apart slowly.
Result: long-term weakening and stagnation, because the way land and surplus were handled was not fixed.
1989 — The Soviet Union starts to unravel
1989 saw the beginning of the collapse of the Soviet system and the end of the Cold War.
When markets and private ownership rushed in, land and resource privatization was handled badly. Powerful insiders captured the best assets (oil, land, factories) for little cost.
Result: oligarchs, weak public finances, and more concentrated power. The expected broad prosperity didn’t appear.
What these examples show:
Big cycle points (every ~36 years) line up with system failures or big political change.
Land and resource control are central to these changes.
If the public doesn’t capture land rents (value from land and resources) when systems change, power and wealth concentrate in a few hands.
Why 2026 is different — or at least very important
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