Issue
No. 242 – Sat 01 Aug 2026
El Niño is a climate pattern that causes
the surface of the Pacific Ocean to warm up near the equator, leading to
weakened trade winds and major shifts in global weather. Key effects include
severe droughts, heavy floods, and record global heat.

El Nino this Summer has direct impact on the performance of stocks in
various countries (S Korea, Japan, and U.S.).
According to planetary patterns, 2026 July is a very bearish month for
stocks world-wide, because of de-stabilization of Jupiter Trojans which
produces very bearish or negative (cold) influence on stocks.
Cold weather helps stock crash, while warm weather (especially this
Summer) modifies the expected steep fall because warm weather off-sets
chilliness of Jupiter Trojans. In the summer of 2026 because of extreme heat
produced by the super El Nino, the chill of the Jupiter Trojans is completely
erased and stock crash is avoided (no crash in US and Europe). Those countries
far north and surrounded by sea (S. Korea and Japan) are not affected by the El
Nino, so their stocks CRASH.
Europe Summer 2026 Impacts
Western and Southern Europe have experienced intense early-summer
heatwaves and severe wildfires, causing many deaths.
Summer U.S. Weather Impacts
This super El Nino creates abnormal temperatures (above 100F) which grip
large parts of the Pacific Northwest, the Southeast, and Florida.
Thus, El Nino in July 2026 off-sets planetary
negative effects in U.S, and in Europe, but El Nino does not work in S. Korea
and Japan.
In July 2026 KOSPI falls 36% which is much
greater than NIKKEI’s 12% fall because S. Korea (being further North) is colder
than Japan.
The break-even point of our options is -8%.
Thus, our speculation in July 2026 of bearish trades in S&P 500 is complete
loss of premium paid.
Precious metals (Gold & Silver) fall
moderately in July 2026. They will consolidate in the coming 2 weeks before the
Autumn Rally.
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