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Where global capital flows meet mature cycles
Global Dominant Cycle Watch | Jan 24
Jan 24
•
Lars von Thienen
7
2
Risk Appetite Returns - But Cycles Signal Critical Inflection Zones
Global Dominant Cycle Watch | Jan 22
Jan 22
•
Lars von Thienen
7
2
America Has Fallen (Update I)
Data shows: EU economy in better shape than US economy for the past 1.5 years
Jan 21
•
Lars von Thienen
6
2
US Marktes Cycle Update | Russel 2000
21. Jan. 2026
Jan 21
•
Lars von Thienen
16
3
Global Dominant Cycle Watch | Jan 21
Late-Cycle Signals Are Flashing: Risk Assets Under Pressure as Cycle Extremes Build
Jan 21
•
Lars von Thienen
4
Global Dominant Cycle Watch
As of January 17, 2026
Jan 17
•
Lars von Thienen
7
Wall Street Dominant Cycle Update – 15 Jan 2026
Markets Fragmented, Cycles Tightening: Why Time Is Becoming the Key Variable
Jan 15
•
Lars von Thienen
9
2
ServiceNow - Cycle Status Update
➡️ Recovery / tactical upside phase
Jan 12
•
Lars von Thienen
17
2
4
Stock Market Tides Report - Jan. 10 2026
Topping and Bottoming Cycles Scan
Jan 10
•
Lars von Thienen
3
December 2025
Stock Market Tides Report - Dec. 07 2025
Topping and Bottoming Cycles Scan
Dec 7, 2025
•
Lars von Thienen
3
1
One Year Later: Don’t be a lemming.
A follow-up to “The Cliff - Don’t Be a Lemming” (December 8, 2024)
Dec 7, 2025
•
Lars von Thienen
7
1
1
Real Estate Cycle Analysis: Housing Permits, Prices & Employment Trends
Explore how cycle analysis reveals real estate trends using housing permits, home prices, and employment data to forecast sector shifts and economic…
Dec 2, 2025
•
Lars von Thienen
4
1
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