Archive - Market Zeitgeist

Gold and the long bond reach the bullish maximum

Gold and the long bond join the Hang Seng at the bullish maximum with bear exits as the yield cycles turn

Oct 14 • Lars von Thienen

The mood comes first, the news comes later

A preview of my Cycles TV Special with Mikko Ketovuori, live on Monday, October 12

Oct 11 • Lars von Thienen

Hang Seng at the bullish maximum

The Hang Seng hits the bullish maximum with a bear exit while the floor side starts to answer and yields move to fatigue

Oct 11 • Lars von Thienen

Natural gas at the maximum, the floors start to turn

Natural gas closes its round trip at the bearish maximum while the first floors start to turn

Oct 4 • Lars von Thienen

September 2026

Natural gas pays out, Solana hits the maximum

Solana returns to the bearish maximum just as natural gas pays out the floor it called in August

Sep 30 • Lars von Thienen

Corn at the maximum, the Russell closes its round trip

Corn hits the bearish maximum while the Russell 2000 slides into a floor window seven weeks after its August warning

Sep 27 • Lars von Thienen

Solana turned first, the board waits on the Fed

Solana turned first, and the rest of the board walks into the Fed decision stretched at both ends

Sep 16 • Lars von Thienen

CPI Week Clears the Ceiling, Industrials Hold the Maximum

The industrials hold the model's bullish maximum on six cycles while the CPI week clears the summer's topping alerts off the board

Sep 12 • Lars von Thienen

Industrials Hit the Model's Bullish Maximum

On a red Tuesday the Industrials reach the model's bullish maximum and the chip stocks are already running with it

Sep 9 • Lars von Thienen

The Wheat Rally Meets Its Cyclical Crest

Wheat's war rally meets its cyclical crest while a blowout jobs report fails to lift the long end

Sep 6 • Lars von Thienen

Cycle Analysis: The Financials Rally Meets the Model's Maximum Alert

Wall Street's banks rally straight into a topping alarm while the DAX warning comes back with more weight behind it

Sep 3 • Lars von Thienen

August 2026

The 20-Year Yield Hits the Cycle Model's Maximum Alert

The 20-year yield hits the cycle model's loudest topping alarm just as Warsh argues rates higher

Aug 30 • Lars von Thienen

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