Summary
First or early BBI session. Phil rebuts the idea that the cycle could peak early — “zero” chance of timing moving up from 2026/27. Not all in yet: “markets don’t peak until everybody is in.” Phil discusses the North Node into Aquarius as the key timing signal, and the Uranus/Saturn war cycle pointing to major conflict potential post-2026. Akhil covers commodity outlook for 2022-2023. Discussion of Great Reset conspiracy theory — Phil dismisses as “zero chance” banks would allow restructuring. Singapore example of effective land value collection.
Key Claims
- Cycle will not peak early; probability of timing change is zero — not yet all in. — confidence: high
- North Node into Aquarius = timing trigger for US land price downturn (has never failed). — confidence: high
- Uranus cycle (82-84 years): 1780s, 1860s, 1940s, 2020s — suggests major conflict potential after 2026. — confidence: medium
- Saturn into Gemini (30-year cycle) tends to make the downturn worse. — confidence: medium
- Commodities will bottom in 2022-2023, then trend up into second half of cycle. — confidence: high
- Great Reset / banking system change = zero probability; bankers won’t allow it. — confidence: high
- Markets don’t peak until “hedonism runs riot” — Moscow 2006/7, Paris Hilton in 2007 as markers. — confidence: high
- Credit creation cycle: amount of credit determines the violence of the collapse. — confidence: high
Predictions / Forecasts
- Cycle completes around 2026/27 — no earlier. — status: tracking
- Commodities will have important low in 2022 or 2023. — status: confirmed
- After land price collapse, China Belt and Road Initiative will fail due to debtor defaults. — status: pending
- War risk increases post-2026 when land price collapses and politicians need to deflect. — status: pending
Concepts Referenced
Notable Quotes
“The chances of something else happening is practically zero. I just don’t think we’ve gone up anywhere near high enough yet.”
“Markets don’t peak until we are all in — and we’re not all in yet. When interest rates are so low, people have to chase returns elsewhere.”
“The land must take the gains. All the benefits of society — everything that we do — will manifest eventually into higher land prices. It can’t be any other way.”