TechDev Newsletter - Market Update Issue #83

Signal Convergence: Crystallizing the Long-Term View

The local bottom prior to our expected relief rally is still developing. It’s not yet time for a short-term update on the bounce we’re anticipating before either another short-term leg down or a double bottom into Q1 2026. I’m monitoring this closely and will provide that update next issue.

Today, I want to crystallize the long-term view by bringing together all the top cyclical signals I’ve now spent years studying. After the timeline adjustments in Issue #82, some of you have understandably wanted more clarity on the macro picture. This issue is dedicated to providing exactly that - a comprehensive framework that explains not just where we’re going, but why the data points so clearly in that direction.

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Today’s Topics

The Holy Grail Chart

• Seven Elements Explained

• Cycle Symmetry and Timing Implications

Trunk Confluence

• Remarkable Four-Year Tracking

• Mean Reversion Dynamics

The Liquidity Cycle

• Key Ratio Framework

• Business Cycle Alignment

• The Early 2023 Anomaly Explained

• Sub-Cycle Implications Through 2028

The Russell Signal

• Small Cap Structure and Expansion

• Business Cycle Correlation

• Altcoin Market Implications

Looking Ahead

• Sector Analysis Coming Next Issue