2026: The Year Ahead – The 36-Year Cycle Meets the Land Cycle Peak

(PLUS - Year Ahead Review with Andrew Pancholi)

As we move through 2026, debate has shifted from whether the land cycle is peaking to a more precise question – does the collapse occur this year, or does it slip into 2027?

I mentioned in last week’s report that the 2026 land price peak already occurring in the U.S. and likely to hit Australia later this year - is not necessarily going to lead to a full collapse of the stock market in 2026.

2027 would be a more likely period for this to occur.

However! There are significant flash points you need to be aware of this year that I started to outline in this report some weeks ago - A 2026 Market Turning Point Ahead?

We also need to keep in mind that events are moving very fast, and we cannot rule out further disruptions to this cycle through geopolitical events, including an escalation of the regional conflicts we are already seeing in the Middle East, Europe (Russia/Ukraine), and most recently, Trump's attack on Venezuela. The story of economic rent resonates throughout (the lust for un-earned wealth) – a point oft missed by other researchers that perhaps don’t pay too much attention to the drivers of the land cycle.