Buzzberg Cup Live

Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

Watch on YouTube ↗  |  June 30, 2026 at 14:00  |  56:20  |  Julia LaRoche Show
Speakers
Andrew Pancholi — Founder and CEO, Market Timing Report

Summary

Andrew Pancholi outlines his cycle-based market timing framework, warning that smart money is exiting US equities and that a crucial turning point looms in July. He presents a bullish oil call to $183 on Middle East escalation, a bearish near-term gold view with a $6,900 target by early 2027, and a bearish stance on Bitcoin. Longer-term, he sees a broad equity bull market culminating in 2029, drawing parallels to the 1920s and 1929 top.

  • 100-year cycle points to an ongoing bull market that may peak in 2029, similar to the 1920s.
  • Commitment of Traders data shows smart money leaving US equity markets, turning him near-term bearish.
  • A 36-year Gulf War cycle and rising Iran tensions support a bullish oil target of $183 in 2026.
  • Gold is expected to stay soft into September before a sharp rally to $6,900 by March 2027.
  • Bitcoin’s smart money indicators are very bearish, with further downside expected into autumn.
  • Airline stocks could be pressured in Q3/Q4 by the same 36-year cycle that accompanied the Kuwait invasion.
  • The 250-year empire cycle suggests a transformation of US global dominance and geopolitical realignment.
Ideas
Andrew Pancholi Founder and CEO, Market Timing Report 0:00
Smart money exits US equities, more downside.
Commitment of Traders data released over the weekend shows smart money sharply reducing both long and short positions in Dow futures, indicating smart money is leaving the US equity market. That, combined with cycle turning points and a 36-year Gulf War escalation phase, makes me more bearish and suggests the recent pullback could be more than a temporary top. I’m watching for downside into the third week of July as a critical turning point.
SPY HIGH
Andrew Pancholi Founder and CEO, Market Timing Report 7:00
Oil to $183 on Middle East escalation.
The 36-year anniversary of Saddam Hussein’s invasion of Kuwait and a rapid escalation in the Iran conflict will put oil in the spotlight. The cycles for oil are very bullish, and geometric analysis gives a price target of $183 per barrel for 2026 if the escalation materializes.
WTI HIGH
Andrew Pancholi Founder and CEO, Market Timing Report 35:00
Gold soft into September 2026.
After potential weakness into September 2026, gold is set for a very sharp move higher into March 2027, driven by inflation from high oil prices and geopolitical instability. The initial upside target is $6,900.
GLD MED
Andrew Pancholi Founder and CEO, Market Timing Report 37:05
Bitcoin bearish, down into autumn.
The smart money behind Bitcoin futures and ETFs is looking very bearish. I think Bitcoin remains under pressure and will head lower for several more weeks into autumn.
BTC MED
Andrew Pancholi Founder and CEO, Market Timing Report 47:30
Airline stocks face cycle risk in Q3/Q4.
The 36-year cycle from Saddam Hussein’s invasion of Kuwait is likely to impact airline stocks in Q3 and Q4 this year. This is not a certainty, but it is an area where you want to watch and protect risk.
JETS LOW
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This Julia LaRoche Show video, published June 30, 2026, features Andrew Pancholi discussing SPY, WTI, GLD, BTC, JETS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Andrew Pancholi  · Tickers: SPY, WTI, GLD, BTC, JETS