The Economic LongWave (TAA) Model

🍂 The Economic Season Model — June 2026

🌊 The Story This Chart Tells — Three Countries, One Book

Jun 4 • "The Economic LongWave"

🌊 TELTAAM Monthly Update | April 2026

The Tide Is Going Out — And Buffett Has Been Standing on the Shore for Years

Apr 8 • "The Economic LongWave"

🛢️ TELTAAM LongWave Analysis: Oil Shocks & Distressed Economies

The Gasoline on an Already-Smouldering Fire

Mar 24 • "The Economic LongWave"

⛽ TELTAAM Energy Sleeve: ETF Options Summary

Paid Subscribers | March 2026

Mar 5 • "The Economic LongWave"

⚙️ TELTAAM Portfolio Update: We’re Putting Capital to Work

Tactical Reallocation — March 2026 | Paid Subscribers Only

Mar 4 • "The Economic LongWave"

50% Cash. +25% Return. In a Late-Cycle Market. 🌊💰

While others chased pure equity gains, TELTAAM generated yield, rode the hard-asset surge, and preserved dry powder for the coming Economic Winter ❄️🔥

Feb 14 • "The Economic LongWave"

🍂 The Last Leaves of Autumn: TELTAAM January 2026 Update

Market Valuations Hit 230% of GDP as the 44-Year Kondratieff Fall Reaches Its Final Act—Why We Hold Our Ground

Feb 6 • "The Economic LongWave"

🚨 TELTAAM December 2025 Update: The 181% Valuation Crisis and Why Cash Is King

When Markets Scream “Mayday” But Nobody’s Listening

Jan 8 • "The Economic LongWave"

Economic Winter is Coming: The Final Act of Cycle IV

After 44 years of Kondratieff Fall—the longest in recorded history—converging cycles and extreme valuations signal it's time to embrace cash as the…

Dec 3, 2025 • "The Economic LongWave"

🌌 TELTAAM Update — November 2025

“The LongWave Crest: Where Valuation Meets Reality”

Nov 8, 2025 • "The Economic LongWave"

TELTAAM June 2025: Exiting the Dollar, Embracing the Storm ⛈️

Strategic reallocation to 50% cash and Canadian equities as US valuations hit 156% above historical norms—positioning for the Kondratieff winter ahead

Jul 5, 2025 • "The Economic LongWave"

My Competitive Edge: Mastering Market Timing Through Economic Cycles 🎯

How a devastating personal loss in 1989 led to decades of successful market forecasting

Jun 20, 2025 • "The Economic LongWave"

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