Showing posts with label Philip Hopf. Show all posts
Showing posts with label Philip Hopf. Show all posts

Tuesday, June 17, 2025

Hurst Cycles Timing & Straddled Troughs in the S&P 500 | David Hickson

The 80-day cycle trough was anticipated around early to mid-last week, but as of June 16, 2025 (Monday), it is considered overdue. The cycle is at 70 days since the last trough on April 7, 2025, compared to a recent average wavelength of 61 days and Hurst’s historical average of 68 days.
 
The S&P 500 is expected to form an 80-day cycle trough around mid-June 2025, potentially straddled, 
with bullish price action likely to follow toward a 20-week cycle trough in early August 2025.
 
If the trough formed on June 16, 2025, it would be 2 days later than the historical 68-day average. If it formed last Friday (June 13, 2025), it would be 1 day earlier than the average. If price continues downward without a bounce, the trough could be delayed to around Monday, June 23, 2025 (see also Cosmic Cluster Days and Seasonal Pattern), potentially due to a rephasing of the 18-month cycle trough to April 7, 2025 (displacing the 80-day trough by ~20 days).
 
 A straddled trough in Hurst cycle analysis occurs when a cycle trough is weak or hard to identify because shorter 
cycles are overshadowed by longer ones (e.g., 20-week, 40-week, 18-month).

The 80-day cycle is weak, showing minimal downward price influence, likely overshadowed by longer cycles (20-week, 40-week, 18-month). This results in a straddled trough, where the trough is subtle and lacks a strong downward move, as seen in the upper chart in the red dashed composite model line. The next 20-Week Cycle Trough is expected in early August 2025, which will likely have a stronger influence on price due to the dominance of longer cycles.

 

Sunday, April 6, 2025

Please, It’s Too Much Winning. We Can't Take It Anymore, Mr. President!


 » We're gonna win so much that you may even get tired of winning! You’ll say:
"Please, please, it’s too much winning. We can't take it anymore, Mr. President. It’s too much!" 
And I’ll reply: "No, it isn’t! We have to keep winning, we have to win more! «

 
 
POTUS 45 | 47 

  
 
 » Thursday and Friday were 2 consecutive days in the S&P of more than -4.5% declines,
and the NASDAQ fell more than -5%. This only happened during huge crashes. What's next? «

 

»
There’s a fantastic research paper called “Buffett’s Alpha”, which analyzes the “factors” that Buffett tilts towards. Buffett is exposed to the Betting-Against-Beta and Quality-Minus-Junk factors, with 1.7x leverage. I highly recommend you read this. «
 
 
» Hurst Cycles: Short term cycles - 2-3 days higher for wave 4 and 20d high then another 2-3 days lower for wave 5
and 20d low will fit perfect. I think we had a 20w high late March and are now heading lower into the 20w low. «
Krasi: Weekly Preview, April 5, 2025.