With John Hampson
Solar maxima = speculation peaks. The long term performance of equities and commodities both correlate with solar sunspot cycles, with secular bull markets typically ending around solar cycle peaks. The period from solar minimum to solar maximum is historically one of positive returns. Solar minima are associated with panics, crashes or bottoms.
S&P500 Stock Index versus R/J CRB Commodities Index
S&P500 versus Daily Sunspots