Saturday, July 26, 2025
From the 7 April 2025 nadir valuation,the 26 July 2025 Current Lammert Fractal Self-0rdering Observed Progression, the predicted progression, the predicted peak valuation August 2025 date and the predicted Oct 2025 crash valuation low date.
The Asset-Debt macroeconomic grows and decays it assets' valuation in a self-assembly well defined fractal manner.
From the 1807 low the US hegemony macroeconomic asset-debt system has self-ordered the growth and decay of its asset valuations in a time ordered fractal manner of x/2.5x/2.5x with nadirs in 1842-43 and 1932 and a peak valuation in Nov 2021 following a 36/90/90 year fractal proportionality. The conclusion of a x/2.5x/2.5x/1.5-1.6x 4-phase Lammert fractal series would terminate in 2074-2077.
Valuation growth has extended beyond the Nov 2021 90 year 2.5x 3rd fractal peak because of the historical debt-GDP % government peacetime spending secondary to Covid.
After a 32 year crash low in October 2025, an interpolated 1982 13/33 year :: x/2.5x US fractal series is expected to conclude in 2026 with 1987-like 1-2 day collapse (%-wise worse than 1987) in asset valuation.
Monday, July 21, 2025
Monday, July 14, 2025
After the 15 July 2025 ACWI Global Equity Valuation Peak or Secondary High Peak, A Crash Devaluation Will Occur Over 18 trading days … The Fractal Progression of a US Real Estate Composite Proxy: VNQ …
The Buffet indicator, total equity market cap to GNP, shows equity valuations are at a historical bubble high at about 208%. This is especially remarkable because of the relatively high ten year US Note interest yields.
In April the last reported S&P CoreLogic Case-Shiller index was 329.608, also a historical high valuation, in spite of relatively high mortgage rates .
From its 7 April 2025 nadir valuation, ACWI, the global equity composite proxy, is following a 10/25/20 day :: x/2.5x/2x 3-phase fractal series followed by a 3/8/7 day x/2.5x/2.5x final blow-off ending with a targeted all-time peak (or secondary peak to the current 10 July peak) valuation on 15 July 2025.
From this 15 July 2025 historical global peak or secondary peak valuation, a historical initial crash devaluation will occur over 18 trading days completing a 19 February 2025 prior high 34 day (x) (5/13/12/7day) / /7 April 68 day 15 July 2025 peak (2x) and 85 day 2.5x nadir 34/85 day 1st and 2nd fractal series.
VNQ, a proxy for composite US real estate valuation, shows two series of 3-phase fractal series progressions from the March 2020 low: a 8+/24/14 months :: x/2.5x/1.5x series, followed by a 7/16 of 17/14-17 month :: x/2.5x/2-2.5x series.
On a weekly basis the second 3-phase series 7/16 of 17/14-17 month is a 29//(13/28/28 of 32 )//58-71 week :: x/2.5x/2-2.5x fractal decay series ending near the US 2026 midterm elections.
Saturday, July 12, 2025
Fractally, 16 July 2025 is the 1982 13/32 of 33 year ACWI global blow-off (high and lower high) peak valuation for global equities, crypto's, the Bank of Shanghai, and the Shanghai property index.
It’s only math after all. And the Chinese property Index tells it all for a (global) deflationary collapse …
For the ACWI from the 7 April 2025 low:10/25/20 days :: X/2.5x/2x and 3/8/8 days:: x/2.5x/2.5x,
For Bitcoin’s proxy: GBTC from the 2015 low: 14/28(6/12/12) quarters :: x/2x and from the Dec 2023 low 25/62/50 weeks x/2.5x/2x …
For the Bank of Shanghai from the Dec 2023 low: 28/56 weeks :: x/2x …
And for the Shanghai property index from the April 2024 low: 16/37/18 days…
Tuesday, July 8, 2025
The Nikkei Yearly, Monthly, and Daily Fractal Series
The US 1982 13/33 year fractal cycle ending in 2026 is conjoined with the Nikkei's fractal growth which began from post WW2 humble beginnings in 1949 to a 1989/1990 behemoth peak valuation along with Japanese real estate, far above the inflation adjusted recent 2024-2025 peak valuations.
Japan's unique six sigma error manufacturing, has created high quality items which have resulted in an about neutral import/export trade balance over 40 years. Number 45-47 president's tariffs on Japanese goods represent an act-of-war accelerant to an inevitable 2026 global economic deflationary collapse.
The SPX after a 7 April 10/25/19-20 day :: x/2.5x/2x fractal series, extended its growth valuation in a 2/5/5 day manner peaking on 3 July 2025. The 5/13/12/7 day 4-phase decay fractal series from the 19 Feb 2025 previous peak valuation concluded a 27 Oct 2023 4/8/9 month fractal series, part of a 4/6/9/6 month fractal series ending in September 2025.
The Nikkei from its 1949 incipient base fractal of 19 years is following a 19/42/37-42/25-27 year series ending synchronistically with the US 1807 36/90/90/54-57 year :: x/2.5x/2.5x/1.5-1.6x 4-phase hegemonic fractal series.
A Nikkei 2008 4/8/9 year 19 year crash nadir in Sept-Oct 2026 will be followed by a 18-23 year peak valuation supported by global use of MMT expansion of individual sovereign currency providing support for global retirees and causing historical, albeit, measured inflation.
The monthly Nikkei fractal projections from the March 2020 Covid nadir low is shown below.
The daily projections from the 7 April 2025 low in completing the 24 month second fractal of a terminal 11/24/14-15 month :: x/2-2.5x/1.5-1,6xi fractal series is shown below.
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