Six Equity Indices, One Clear Winner This Cycle
I want to start with something I don’t say often: this is one of the stranger charts I’ve mapped all year.
Jupiter and the Sun sit on the exact same degree at this Full Moon. Zero degrees apart, as close as these two ever get. Jupiter is normally the planet almost every one of my bullish gold and crude calls leans on, and here it gets completely burned out by the Sun for the entire two weeks ahead. That one fact touches nearly every market in this piece.
On top of that, Venus falls hard on August 1, Saturn is standing still in the sky (which amplifies whatever it’s already doing), and this waning cycle doesn’t end in a quiet New Moon. It ends in a partial solar eclipse on August 12, in the same sign Jupiter is sitting burned in.
None of that is a coincidence I can wave away. So let’s get into what it means for your positions.
What’s inside:
Why gold has no upside case anywhere in this document, and where it bottoms
Why silver’s chart is trending harder than gold’s, not softer
The one date (August 4) when Australian equities need a defensive plan
Why US and European equities are mostly fine to hold longs, but Nasdaq isn’t
The single session (August 11) where Bitcoin, the FTSE, DAX and Wall Street all get a genuine bright spot
Why Nifty and BankNifty are sitting out this cycle despite carrying the flashiest raw numbers in this report
The Big Picture First
Here’s the backdrop that shapes almost every call below.
Jupiter is exalted in Cancer right now, which is normally excellent news. But it sits at zero degrees from the Sun on Full Moon day itself, completely burned out. Every rule in my playbook that leans on Jupiter’s strength goes quiet for this whole cycle, across every single market. Jupiter doesn’t recover until August 14, two days after this cycle closes.
Saturn is a different story. It’s genuinely strong right now: sitting in a friendly sign, standing still in the sky (it just turned retrograde on July 26), which amplifies its effect through July 31. Saturn is the one planet doing clean, uncomplicated work in this chart.
Then Venus falls apart. It moves from a strong placement in Leo into a weak one in Virgo on August 1, and that single move is the biggest driver of gold’s entire two weeks.
Last piece: this cycle doesn’t fade out into an ordinary New Moon. It ends on August 12 with a partial solar eclipse, landing in the same sign where Jupiter sits burned. That’s the day several of the calls below flip, some up, some down, depending on the market.
Try this: before reading further, write down which of your current positions depends on Jupiter being strong right now. If gold, crude, or an India-linked bet is on that list, that’s the one to reread most carefully below.
