TL;DR
Phil Anderson uses the July 2026 chipmaker selloff (worst since the April 2025 trade-war rollout, key industry gauge -20% from record) as a live lesson in Gann’s ‘time’ methodology: July 2026 is 15 months (half of 30) from the April 2025 low, and the confluence of counts — 150 days from the Iran proceedings, 120 from the March low, 180 from the prior high, 270 from last year’s high — argues the July low is another higher low, keeping the Roadmap’s up-trend (“red line”) intact. He stacks the larger cycles now converging: US revolutionary cycles (1780s → 1860s → 1941-44 → 2026-30, per Gann’s Tunnel Thru the Air pages 82-84), the K-wave peak, Saturn in Gemini, and the North Node entering Aquarius (“Starts now”). [Source: PSE, pse-gann-sub-email-25-for-2026-27-using-time]
Key Points
- Chipmaker bear market as a time study: Bloomberg (17 July) reported semis’ worst week since Trump’s April 2025 trade-war rollout, with a key industry gauge down 20% from its record after a breakthrough from Chinese AI startup Moonshot dented Silicon Valley enthusiasm. July 2026 = 15 months (half of 30) from the April 2025 low.
- “Another bad period for the United States will be 2026 to 2030”: Gann wrote in Tunnel Thru the Air (1927, pp. 82–84) that 1940–1944 would be a bad period for the US; the revolutionary-cycle count (1780s, 1860s, 1941+, Uranus in Gemini, 82–84 years) lands the repeat on the 2020s. “‘Bad’ can be a relative term. Arms manufacturers and associated entities will likely do well.”
- Cycle convergence from 2026: K-wave peak (~60 years, ideologies facing off), Jupiter/Saturn 20- and 60-year cycles, Saturn in Gemini (every 30 years), North Node entering Aquarius (every 18.6 years — “Starts now”). All flagged in the Feb 2020 forecast session as converging from 2026.
- Pancholi anniversaries: this week is the 36-year anniversary (half of 72) of Iraq entering Kuwait → 1991 events repeat due January 2027; Aden/South Yemen mid-1960s is a major repeat for 2027. US “last chance” warning to Iran echoes the warning to Iraq in Kuwait.
- K-wave peak macro: K-wave peaks bring inflationary pressure and war stress — but not necessarily runaway inflation. Because land prices are historically high worldwide and governments deeply indebted, it won’t take as much inflation as in the past to cause economic stress; the bond market may force rate rises and a reckoning with excessive deficits.
- Trade read: after July 4 the US mood turned (Iran situation, even the US World Cup run); with the NASDAQ just above 50% of the prior year’s range and the count confluence at the late-July FT panic headline — “do the opposite to the headlines.” Another US stock market low is likely in place for the year; higher lows = trend up; Roadmap red line intact.
Notable Quotes
“Another bad period for the United States will be 1940 to 1944.” — W.D. Gann, Tunnel Thru the Air (1927), extended by Phil to: “Another bad period for the United States will be 2026 to 2030.”
“A Headline like that, combined with 150 days from the start of proceedings with Iran, 120 days from the March low, 180 days from the prior high, 270 days from last year’s high, the NASDAQ sitting just above 50% of the years prior range, do the opposite to the headlines. Price into Time.”
Watchlist Changes
None.
Emma’s Analysis
This email is scaffolding for the entire PSE end-cycle thesis: Phil is explicitly stacking the Kondratieff Wave peak, the Gann revolutionary-cycle count (2026–2030), and the North Node’s 18.6-year return into Aquarius onto the 18.6-Year Real Estate Cycle peak window. Note the alignment with 2026-07-30-bbb-postcard-41-berkshire-taylor-morrison, which independently flagged the North Node entering Aquarius on July 28, 2026, and with Sub Email #34’s “Winner’s Curse” checklist (2026-07-31-sub-email-34-latest-tracking-re-cycle). The near-term call is tradable and falsifiable: the July 2026 low should hold as a higher low with the Roadmap trend up into the final stock-market peak — while the 2026–2030 “bad period” frames what follows. The repeated arms-manufacturers aside (also in BBB #61’s rearmament theme) is becoming a consistent PSE sector tilt for the K-wave peak. [Source: PSE, pse-gann-sub-email-25-for-2026-27-using-time]
Cross-references: 2026-07-31-sub-email-34-latest-tracking-re-cycle, 2026-07-31-bbb-61-rare-earths-china-kondratieff, 2026-07-29-bbb-postcard-40-trump-economic-hit-men