... Solar peaks occur roughly every 11 years and secular peaks in
equities and commodities occur close to solar peaks. There is a sine
wave in long term real stocks and an opposite-polarity sine wave in long
term real commodities, both which have around a 33 year (equivalent to 3
solar cycles or 1 lunisolar cycle) duration ... Treasuries (or inverse rates/yields) move in around a 66 year
cycle (2 lunisolar cycles) with peaks and troughs converging with
secular commodities peaks. The result is we see two different kinds of
secular commodities bulls: one set against rates moving to a peak, and
one set against rates moving to nothing ...
