index

Investment & Economics Wiki - Master Index

Last updated: 2026-06-11 | Maintainer: Emma (AI) Purpose: A cross-referenced knowledge base on investment and economics, drawing on PSE Archive and external sources.

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Concept Pages (46 total)

• Financial Conditions - cost and availability of credit; Fed posture, 2-yr Treasury vs fed funds, housing + crypto as liquidity tells
• Mex Pete Model Portfolio - curated investment portfolio based on Mex Pete Trading Style and PSE cycle analysis
• Watchlists - curated lists for trading opportunities; includes Mex Pete Model Portfolio and sectoral lists
• 18.6-Year Real Estate Cycle - PSE’s core 18.6-yr land cycle; 14-up-4-down structure
• 14-Up-4-Down - asymmetric cycle shape: long credit-fueled rise, rapid collapse
• Winner’s Curse Phase - final speculative phase; PSE Clock at 3pm (Mar 23, 2026)
• PSE Clock - circular 24-hr diagram mapping 18.6-yr cycle phases
• Financial Timetable - decade/20/60 yr Roadmap curves; 1966 vs 2006 scenarios for 2026
• Gann Time Counts - seasonal dates, monthly pressure days, degree counting
• Planetary Cycles - Gann/PSE timing via Saturn, Jupiter, Mars, Venus cycles
• McWhirter Cycles - lunar nodal cycle (18.6 yr) applied to US business activity
• Economic Rent - Georgist root-cause thesis; citizens’ dividend solution
• Land Value Theory & Citizens Dividend - Henry George framework; LVT policy thesis
• Credit Crisis - proximate trigger of the cycle downturn; land collateral → credit contraction cascade
• Private Credit - shadow banking systemic risk; collapse sequence Feb-Mar 2026
• Fiscal Dominance - central bank overridden by fiscal need; inflationary endgame
• Bitcoin Cycle - 4-yr halving cycle; liquidity proxy; peak Oct 2025 confirmed
• Liquidity Cycle - global credit/money supply flow as fuel for asset cycles
• Bond Yields - yield curve as cycle indicator; must be read within PSE framework
• BRICS - geopolitical bloc challenging petrodollar/USD reserve currency system; K-wave symptom
• Mex Pete Trading Style - rising wedge + descending triangle PSE patterns
• US Dollar Hegemony - petrodollar system; geopolitical rent capture
• Gold - late-cycle commodity rotation; $5600peak\to$4000 correction (2026)
• Sector Rotation - HALO stocks; US tech to industrial/resource/banking shift
• Commodity Supercycle - Kondratiev/Saturn long-wave 50-60 yr commodity movements
• Kondratieff Wave (K-Wave) - 50-60 yr long economic wave; Kondratiev seasons
• Geopolitical Cycle - conflict as predictable symptom of cycle, not cause
• Bubble Index & Rule of 20 - PSE proprietary valuation indicators tracked since 1999
• Geo-Austrian Synthesis - Foldvary’s combination of Georgist land theory + Austrian business cycle
• Great Maturity Wall - $350T corporate debt refinancing wall (2026-2030); ZIRP-era debt meeting higher rates
• Land-Credit Feedback Loop - Ryan-Collins’ bank credit ↔ land price mechanism
• Property Tax as Cycle Stabilizer - Gaffney’s LVT-breaks-cycle thesis (1911 case)
• Hoyt Chicago Land Cycle - Hoyt’s 1830-1933 Chicago land price documentation
• Ricardo’s Law of Rent - Ricardian gradient; wages set at the margin; surplus flows to landowners (Harrison)
• Market Breadth Divergence - narrow stock participation on index highs as cycle-peak warning signal
• Land Speculation - holding land off market for price appreciation; engine of the 18-year cycle
• Speculative Vacancy - deliberate withholding of land from productive use; Prosper Australia research
• Bubble Amplifiers - mortgage securitization and other structural amplifiers of the land cycle
• D Line - advance/decline breadth indicator; diverged before 2001 and 2008 peaks
• S&P 500 - US equity index; crossed 7,000 Apr 2026 with weak breadth
• Real Estate Cycle Peak - top of the 18.6-year land cycle; breadth divergence as leading indicator
• Mex Pete Gallery - visual chart-pattern reference for Mex Pete trading style
• K-Shaped Economy - late-cycle divergence between asset-owning top decile and the median consumer; explains the simultaneous record-high indices and record-low consumer sentiment of May 2026
• IPO Mania - late-cycle surge in record-breaking IPOs (SpaceX $2TJune2026+OpenAI/Anthropic$1T each = ~$4T wave) as a Winners Curse Phase confirmation signal
• AI Bubble Thesis - 2025–2026 AI rally as the cycle’s defining late-cycle bubble; Wilson’s Jenga-tower decomposition (models / infrastructure / rare earths / energy) + railway-mania historical analog

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Entity Pages (12 total)

• Phil Anderson - founder PSE, 18.6-yr cycle, Gann class
• Akhil Patel - PSE analyst, Bitcoin/liquidity, Roadmap
• Cathy Stacey - BBI host, gold 7,200-day/64-week sideways thesis, Australia/US property data
• Fred Harrison - UK economist, land cycle, Power in the Land (1983)
• Fred Foldvary - Georgist economist, predicted 2008 crash in 1997
• Mason Gaffney - LVT scholar (UC Riverside), cycle theory
• Homer Hoyt - Chicago real estate economist, 1933 dissertation, 1947 retrospective
• W.D. Gann - early-20th-century cycle, time-count, and planetary-cycle method; foundation of PSE Gann analysis
• Josh Ryan-Collins - UCL economist, Rethinking Land and Housing; land-credit feedback mechanism
• Andrew Pancholi - cycles researcher, The Market Timing Report
• Karl Fitzgerald — Prosper Australia; speculative vacancy research
• Mike Bird — financial journalist (WSJ, The Economist); The Land Trap (2025); mainstream cross-check on land-cycle mechanism

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Synthesis Pages

• Gann Watchlist History - historical stock watchlists from WD Gann emails
• Prediction Tracker - PSE predictions with outcome tracking
• Contradictions Log - logged contradictions and tensions across sources
• Wiki Maintenance Guide - rules for keeping the wiki current

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Recent Sources Ingested (2026)

2026 Gann Emails (17 ingested)

• [[sources/2026-06-09-gann-16-portfolio-update|Gann #16 - Jun 9 2026]] - FCX stopped out (false breakout); MSTR added to Short Watchlist; late-June solstice weakness window; breadth divergence continues; 8-name Short Watchlist + 4-name US Watchlist updated.
• [[sources/2026-06-05-gann-15-portfolio-update|Gann #15 - Jun 5 2026]] - FCX and CMG added to Mex Pete Portfolio; copper strength.

2026 BBB Postcards (2 ingested)

• [[sources/2026-06-10-bbb-postcard-37-spacex-ipo-distortion|BBB Postcard #37 - Jun 10 2026]] - Darren Wilson’s analysis of the SpaceX IPO as market manipulation with real estate cycle implications.
• [[sources/2026-06-05-bbb-postcard-36-ai-media|BBB Postcard #36 - Jun 5 2026]] - Darren Wilson’s four-layer Jenga-tower decomposition of the AI rally (models / infrastructure / rare earths / energy); railway-mania historical analog; US–China interdependence at the supply-chain level.

2026 Subscriber Notices (2 ingested)

• LAST CHANCE TO BUY TICKETS: London Meet and Greet, 13 June - Akhil Patel - 2026-06-08
• [[sources/2026-06-03-pse-gann-14-market-update|Gann #14 - Jun 3 2026]] - Tightening financial conditions thesis; Fed tailwind → headwind; 2-yr Treasury crosses fed funds; ITB at $85+BTCbearflagnear$60K as liquidity tells; DBA stopped out (slight gain via pyramid), YPF added on Mex Pete breakout (stop $43)
• [[sources/2026-05-27-gann-13-market-update|Gann #13 - May 27 2026]] - K-shaped economy formalised; Michigan consumer sentiment 44.8 (all-time low); ~$4TIPOwave(SpaceX/OpenAI/Anthropic);NYSEA/Ddouble-top;JHXaddedtoShortWatchlist;XRT$80 break trigger
• [[sources/2026-05-19-gann-12-market-update-may-2026|Gann #12 - May 19 2026]] - historic breadth divergence (10% of S&P making 52-wk lows on record-high day), CPI +3.8%/PPI +6.0% breakout, 30yr Treasury yield breaks 5% from Mex Pete pattern, TBT added to portfolio
• [[sources/2026-05-18-pse-sub-email-gann-11-set-up-examples|Gann #11 - May 18 2026]] - LYC completed trade (+67%, 4 months), XOM +22.30% open, mining Gann date refinement (12th/28-29), Livermore exit discipline quote
• [[sources/2026-05-13-gann-sub-email-gann-10-for-2026-market-update-13-may|Gann #10 - May 13 2026]] - cyclical sector divergence, A/D breadth warning, DBA stop raised, COIN short added
• [[sources/2026-04-28-pse-market-update-gann-08|Gann #08 - Apr 28 2026]] - Dow 30 Bubble Index, May 4 Gann date, double-tops in cyclical sectors
• [[sources/2026-04-22-pse-market-update-gann-07|Gann #07 - Apr 22 2026]] - breadth divergence, S&P record highs with fewer stocks at 52-wk highs

2026 Subscriber / Other Emails (6 ingested)

• BBI Q&A May 27 2026 — Anderson/Patel/Stacey: Australia winners-curse mystery, Bitcoin 17-week bear flag (late-2026 low on track), commodity sequencing (house builders → copper → gold → silver → oil → market), JHX inverse Mexican Pete, treasuries (3–6mo OK, long-dated sovereign-risk), Canadian 2008 analogs, NASDAQ Q3 roadmap, August reversal seasonality
• Melbourne Subscriber Q&A (May 30 2026) — Phil Anderson in-person Q&A, Ross House Melbourne; recording planned; logistics only
• BBB Webinar Q&A (May 2026) — Akhil Patel on gold, commodities, recessions, real estate; video released (no transcription yet)
• PSE Meet & Greet 2026 — Orlando May 31 / London Jun 13; Akhil Patel hosting
• Book Launch: Fred Harrison’s ‘Cheating’ — Harrison 2028 five-crises forecast; Annual Ground Rents proposal

Books Synthesized

• The Land Trap — Mike Bird (2025) — mainstream corroboration of land-credit cycle; Japan Land Standard; 2008 mechanism; productivity crowding-out; China bubble; partial LVT endorsement

Phil’s Archives — Bulk Ingest (2026-05-26, pending synthesis)

• 25 external interviews/podcasts/webinars + 21 video transcripts copied to raw/Phils_Archives/ for analysis. Covers Phil Anderson appearances 2013–2023: Jason Pizzino series, Cycles TV with Akhil Patel, GOKO webinar, Shepheard-Walwyn podcast, Adam Gower interviews, Twitter Q&A 2022, plus older EIS-era gold/cycle pieces. See raw/Phils_Archives/INDEX.md.

2026 Watchlist Updates

• Property Sharemarket Economics Watchlists (May 26 2026) - Index of current and historical PSE watchlists including Mex Pete Model Portfolio and Short Watchlist.

Phil Anderson — ‘Beginning of the End’ Call (2026-05-26)

• [[sources/2026-05-26-pse-sub-26-beginning-of-the-end|PSE Sub #26: The Beginning of the End]] — Anderson’s most direct cycle-end declaration; 14-year land price run confirmed; AI/data center debt mapped to 2006 land rush; 30-yr yield above 5%; “months, maybe even a year” to peak

Phil’s Archives — External Interviews Batch (2022–2023)

• Phil’s Archives: External Interviews 2013–2023 — 25 interviews/transcripts (Jason Pizzino x4, GOKO 2023, Andrew Pancholi Jan 2023, Martin North, Shepheard-Walwyn, Akhil Patel); track record confirmations (no 2022 recession ✅, SVB not systemic ✅, second half prodigious ✅)