Hi all,

I want to lay out what I see coming and exactly how to think, act, and protect what matters.

I’ll keep this simple. Big cycles matter. Land and credit drive everything. When land prices rise, credit grows. When land falls, lending contracts and the whole system shakes. You do not want to be heavily leveraged when the floor drops out.

The world moves in patterns. Think of waves. Some are small, some are long. They all stack up and sometimes they match up, making a huge wave.

Land Cycle explained

The land cycle is an 18 yearish wave. People buy land and houses, credit expands, prices rise, more borrowing happens. At the middle and the end of that roughly 18 year span you often see big problems — crashes, big recessions, debt stress. That 18 year rhythm is a core beat under many other cycles.

You might have seen other cycles with similar timings too, such as the Benner’s cycle that goes as far back as 150 years ago. All of these cycles have predicted accurately all crashes that happened, including 1929, 1979, 1999, 2008, 2020, etc. Watch my video here that explains this cycle in more details.

Longer Cycles and why they matter

There are longer waves that line up with the land cycle. When they match, the risk is bigger.

When several of these line up near the same time, the chance of big trouble rises.

Multiple cycles are lining up into the latter part of the 2020s. That gives a very high probability of a major economic turning point around 2026 to 2028. This is not a crystal ball call. It is pattern recognition. The risk is timing and magnitude, not the direction.

Why 2026 and 2027 are important