Summary
The June 2026 BBI Q&A session (held June 24, recording uploaded June 25) covered five main themes: the future of the USD, AUD/USD outlook (including wartime exchange-rate freezing precedent), K Wave clarity, GANN dates for 2026, and midterm market reaction analysis. Cathy Stacey presented original SPX charts going back to 1986 showing market behavior around US midterm elections, and highlighted October 26, 2026 as a key date where multiple GANN time counts converge. Phil Anderson raised the historical precedent of exchange rate freezing during wartime, with Cathy providing AI-sourced research on WWII-era Australian currency controls. Full transcript pending recording upload.
Key Claims
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “October 26 is a key date highlighted by multiple GANN time counts: 144 days from June high, 270 days from January 2026 high, 210 days from March 2026 low, 81 weeks (9 squared) from April 7 2025 panic.” — Cathy Stacey — confidence: high
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “153 days from June high takes us to November 3 — 153 is a special biblical number and can turn some markets.” — Cathy Stacey — confidence: medium
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “420 days from April 7 [2025] low gave us the June 2026 recent top.” — Cathy Stacey — confidence: high
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “The only midterm that had a meaningful down trend was in 2018. The downward movement started in October and finished first week of December. Most other mid terms the market was in an up trend or it took another month after the mid term before a short term down trend.” — Cathy Stacey — confidence: high
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “July 7 is the Aphelion, when the earth is furthest from the Sun. It’s also the date for the moon’s third quarter. It’s also 120 calendar days counting back from November 3rd US midterms.” — Cathy Stacey — confidence: high
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “During World War II, the Australian pound was pegged to sterling and strictly controlled by the Australian government… the AUD/USD equivalent was effectively frozen at approximately £A1 = $US3.22 throughout the conflict.” — Phil Anderson / Cathy Stacey (AI-sourced research) — confidence: high
- 2026-06-25-bbi-june-2026-qa (2026-06-25): “I will be watching this October 26 date for some volatility leading into November 3rd.” — Cathy Stacey — confidence: high
Predictions / Forecasts
- October 26, 2026: volatility window leading into November 3 US midterms (multiple GANN time counts converge) — status: pending
- AUD/USD wartime freezing precedent is a tail-risk consideration for Australian positions if geopolitical conflict escalates — status: pending
Concepts Referenced
Notable Quotes
- “Its 144 days from the June high. (But also note that if you add 153 days to the June high it takes us to November 3. 153 is a special biblical number and can turn some markets.)”
- “The only mid term that had a meaningful down trend was in 2018.”
- “Phil mentions that during a world war an exchange rate is likely to be frozen.”
- “I will be watching this October 26 date for some volatility leading into November 3rd.”
Notes
Full transcript now available (cleaned YouTube auto-generated captions). Cathy’s notes include K Wave chart, 2026 GANN dates chart, SPX charts with 120-day and 60-day counts from November 3, SPX monthly and weekly midterm history charts back to 1986, and AI-sourced research on WWII-era Australian currency controls.
Additional key content from transcript (beyond Cathy’s summary notes):
- Phil’s extended K-wave plateau thesis (historical 1960s-70s and 1920s analogues; why no 2008-style rate-cut rescue this cycle)
- Full dollar-hegemony geopolitical sequence (Venezuela → Iran → Cuba → South America; rare earths as the real target)
- War by 2028-2029 warning if dollar system remains threatened
- Indonesia rupiah decline as leading indicator (12 → 18/dollar)
- Akhil: “US land cycle has peaked” — most explicit call to date
- 1920s commercial RE parallel (Florida 1925 → residential 1926-27 → Manhattan skyscrapers late 1920s; AI data centers as modern equivalent)
- Warsh Fed credibility surprise; inflation expectations may be reducing
- Andy Burnham knows Fred Harrison and understands land value tax
- Phil suggests Trump may cancel midterms; Trump thrives on division
- Akhil on bonds at 6%: 30yr dipped below 5%; rising rates into peak; leverage riskier; diversified crisis approach needed
- Phil shouts out Floyd for Citizens Dividend feedback