Nothing would be more advantageous to the average trader than a simplified method whereby he could tell at a glance the future possibilities of a stock for investment purposes.
This chapter offers such a system based on the transits of the major planets (Jupiter, Saturn, Uranus, Neptune, and Pluto) in aspect to the Sun, Moon, and planetary ruler of the sign under which the stock was incorporated.
Usually the trends of most stocks (either up, down or steady) conforms to the general trend of the Stock Market, but there are always some stocks which move opposite to the general trend and it is very important to know these stocks to avoid tying up money in a company which is not going to show profit. Secondly, everyone wants to know when a stock has reached a low buying level and the only way this information can be obtained is by studying the stock individually and noting what the stock has done in the past. It is a simple matter to work out the planetary positions from the date and place of incorporation and to then set these planetary positions around a chart as in Example I, the chart of U. S. Steel, and find out by studying the transits to the planetary positions of the stock in question what it offers in the way of profitable investment for the future. The best way to learn how to forecast the future possibilities of a stock is to take a stock as an example and go through the process. By repeating the process several times, it becomes an easy matter to tell what any stock will do in the next twelve years.
As example let us take U. S. Steel. To be able to forecast this stock is important for several reasons. It is the leading stock of the Steel industry and any move made by this company is always regarded significantly by the business and financial world. During the September and October, 1937 slumps, U. S. Steel and the general trend of the Stock Market moved so similarly that an investigating committee, probing the cause of the slumps, studied the trading volume of U. S. Steel exclusively. Dividends paid by this company are always watched closely as indications of future market action.
U.S. STEEL incorporated February 23, 1901, in New Jersey. Sun 4 degrees Pisces; Moon 4 degrees Taurus; Neptune 26 degrees Gemini Retrograde; Uranus 16 degrees Sagittarius;
Saturn 13 degrees Capricorn; Jupiter 6 degrees Capricorn; Mars' 2 degrees Virgo Retrograde; Venus 17 degrees Aquarius; Mercury 21 degrees Pisces; the Moon's North Node 27 degrees Scorpio.
The Sun's degree is placed on the ascendant or first house with the Sun on the cusp of the first house. The other eleven cusps of the chart take the next degree, which in this case is 5,
and the signs follow in their natural order until there is a sign on all the cusps of the chart. The Sun's degree was 4 Pisces in the case of U. S. Steel. The sign following Pisces is
Aries and it carries the figure 5 to show 5 degrees Aries; the sign which normally follows Aries in the zodiac is Taurus, and Taurus 5 degrees is placed on the third cusp.
The sign which follows Taurus in the zodiac is Gemini and the symbol for Gemini 5 degrees is put on the cusp of the fourth house; and so forth around the chart, until there is a sign on each of the twelve cusps or houses of the chart.
According to the list of planetary positions for U. S. Steel the Moon is 4 degrees Taurus. Since Taurus 5 degrees falls on the cusp of the 2nd house, the Moon would fall slightly above the 2nd house. Remember the signs and planets are arranged counter-clockwise on the chart.out.
Neptune falls in 26 degrees Gemin, in the list of this Company's planetary positions. Since 5 degrees Gemini falls on the cusp of the fourth house and 5 degrees Cancer on the cusp of the fifth house, 26 degrees Gemini comes between these two points and Neptune is placed in the fourth house. Neptune is listed
Retrograde (Rx) in the list and this means that while the other planets are moving direct in motion or counter-clockwise at the time this stock was incorporated, Neptune was moving backwards in its orbit or in clockwise motion. Retrograde planets do not seem to have as strong an influence in a chart as
planets which are moving in direct motion. The Sun and Moon are always direct in motion; they are never Retrograde; therefore,their positions are always important when analysing a stock's future. In the list of those planetary positions given in Chapter V, those stocks incorporated or organized from 1850-
1930 have their positions given in terms of Greenwich Mean Time Noon. Those stocks listed as being incorporated from
1931 until the present date have their planetary positions given in terms of Greenwich Mean Time Midnight. This fact is mentioned for those individuals interested in working out the minutes on the degrees listed. For the average trader the minutes are not important and therefore they have been omitted from the planetary examples listed for the stocks in Chapter V. For analysing the future outlook for any stock the degrees of the planets are all that is needed, since hour of incorporation is not known for many stocks, and the transit method seems to work better when using the simple outline given in the examples listed in this Chapter.
The next planet in the list to be placed on the chart is Uranus which is in 16 degrees Sagittarius. 5 degrees Sagittarius falls on the 10th house cusp and 5 degrees Capricorn on the 11th house cusp. Thus 16 degrees Sagittarius falls between these two points and therefore Uranus is placed in the 10th house.
Saturn is 13 degrees Capricorn and this point falls between the 11th and 12th house on the chart since 5 degrees Capricorn is on the 11th house cusp and 5 degrees Aquarius is on the 12th house cusp. Jupiter is 6 degrees Capricor and this point falls right under the 11th house cusp.
Mars is 2 degrees Virg. This planet is marked by the Retrograde symbol (Rx) because it was moving backward in its orbit at the time this stock was incorporated. 2 degrees Virgo falls between 5 degrees Leo and 5 degrees Virgo; therefore, Mars should be placed just under the 7th house cusp.
Usually the same degree (in this case 4) is put on the seventh house cusp which the Sun carries. Either 4 or 5 is all right. Venus is 17 degrees Aquarius and this point falls between 5 degrees Aquarius and 4 degrees Pisces; therefore, it is placed in the 12th house.
Mercury is 21 degrees Pisces and falls between 4 degrees Pisces and 5 degrees Aries; it is, therefore, put in the 1st house. The Moon's North Node is 27 degrees Scorpio and this point falls between 5 degrees Scorpio and 5 degrees Sagittarius. The Moon's North Node is therefore placed in the 9th house.
The Moon's South Node falls exactly opposite this point in the opposite sign of the zodiac. It is therefore put in the third house in 27 degrees Taurus. These important points are always noted as they often give a clue as to whether the stock would work with the general trend of the stock market and business
cycle or against it in its own general cycle. In the case of U. S. Steel we see that this stock would move along basically with the general trend of business and the stock market due to the fact that Scorpio is the sign on the Business Cycle Chart marking the transition point from normal to above normal
business activity; and Taurus is the sign on the Business Cycle Chart which marks the transition point from normal business activity to below normal business volume and economic conditions.
The North Node has an expansive influence similar to Jupiter. The South Node has a restrictive influence similar to Saturn. In the list of planetary positions of leading stocks given in Chapter V the North Node only is given because the South Node always carries the same degree as the
North Node in the sign exactly opposite (180 degrees away) from the sign in which the North Node is placed.
There are a number of stocks listed on the New York Stock Exchange which work against the general trend of the stock market due to their own individual stock cycles. It is a comparatively easy matter to know how any stock's cycle is related to the business cycle or general trend of the stock market
by simply noting the Node positions of a stock and then comparing these signs positions with the Business Cycle Chart.
In the case of U. S. Steel it is easy to see that this stock would move with the general trend of business and the general trend of the stock market. As a proof of this (which took place recently), last September (1937) stocks slumped and the business curve turned downward.
U. S. Steel broke during the slump from 104.5 to 80.5.
The New York Stock Exchange sent out a questionnaire to all Exchange members and member firms to get information on this stock's buying and selling, in order to find out what was back of the market slump.
They explained that this stock was selected because as U. S. Steel had gone; so had gone the stock market!
Another fact concerning this stock is that it is incorporated under the sign of Pisces, which is the sign on the mid-heaven of the New York Stock Exchange Chart. This shows a further tie-up between U. S. Steel's trend and the trend of the stock market.
Planetary trans-sits through Pisces or in aspect to Pisces would naturally affect the trend of the stock market and the trend of U. S. Steel similarly. From 1935 to 1937 Saturn was passing through the sign of Pisces.
Uranus was in favorable aspect to Saturn until 1937 and U. S. Steel rose with the stock market consistently, breaking only in April, 1937, and in September and October, 1937, during the market breaks at that time. In 1935 U. S. Steel had a deficit of $2.77 per share.
During 1936 earnings amounted to $2.90 per share and the stock sold between 15.99 and 27.54 times its earnings. During 1937 the earnings of U. S. Steel amounted to $8.01 per share with the stock selling between 6.05 and 15.79 times its earnings.
This compared with 1929 when the earnings of this stock amounted to $21.19 per share and the stock sold between 7.08 and 12.35 times its earnings. In 1920, the epoch-making planet Uranus went into the sign of Pisces and did not leave this sign until 1927. This passage of Uranus out of Pisces culminated in the forming of new stock for U. S. Steel.
After the planetary positions of a stock have been placed around a chart in their proper positions, the next and most important step is to study out the future investment possibilities of the stock from the chart thus set up. (All stocks have their charts set up in exactly the same manner as U. S. Steel, the example used here in this analysis.)
in any chart stands for the Company
; and has to do with the organization, management and aims
of the company; the officers
, and products
of the firm. The Sun, and the planetary aspects to the Sun, both at the incorporation date, and at any future time clearly point out the profit possibilities of the stock. The position of the Sun in any stock's chart is the most important planetary position to be considered and for this reason the Sun is placed on the ascendant of the stock's chart and the other planets placed in relation to it. This is logical, for it is a well known fact that the organization and management of a company determine its financial success. I have noticed that when the Sun is badly aspected at the time of incorporation, the Company has to merge later with another company or has to go out of business completely. Aspects to the Sun are of paramount importance, both at the time of incorporation and at a later date by transit of the major planets to the Sun.
The Moon stands for the public
; the buying public and the attitude of the people toward the company or to its products. Aspects to the Moon are important and second only to the Sun. Regardless of how good a concern is, there must be a demand for the goods produced and a buying public. A company which is incorporated at a time when the Moon is in favorable aspect to the Sun lasts a long time and is usually a most successful organization. In the case of U. S. Steel we find that the Moon is placed in a favorable sextile (60 degree) aspect to the Sun. This is an excellent sign for continuation of this company for
many years to come. It has already been in existence thirty-seven years. This is a long time in view of the fact that many companies which were listed on the New York Stock Exchange only three years ago have long been out of existence. Companies are organized and go out of business over night!
Jupiter stands for the money-making possibilities
of a Company. It shows the money behind a company and its chances for expansion. In the case of U. S. Steel, Jupiter is in 6 degrees Capricorn in favorable sextile (60 degree) aspect with the Sun (Company) and in very favorable trine aspect (120 degrees) with the Moon (Public). It is therefore, easy to surmise that U. S. Steel would make money and also would be a very popular stock with the trading public.
Saturn stands for the limitations
of the Company and usually when Saturn is placed in unfavorable aspect to the Sun or Moon at the time of incorporation, the Company has many vicissitudes in a financial way. Whenever Saturn by transit moves in unfavorable aspect to the Sun, and in a lesser degree to the Moon, it usually is a bad year for a company. Therefore, make it a rule never to invest in a stock when Saturn by transit is unfavorably aspecting the Sun or Moon in a chart. You will find that you will tie up your money or suffer loss by having the stock go down on you.
Mars governs the activity of a stock
. Whenever Mars at the time of incorporation or by transit strongly aspects the Sun, Moon, Jupiter, or its own place at the time of incorporation, the stock will fluctuate strongly while under the stimuli of Mars. Other aspects in force at the time of the Mars transit determine whether the stock will move up or down or just back-and-fill for the time being. Always look to see whether a stock is temporarily under a Mars aspect, if it starts moving in a very active manner. Unless there are other testimonies present which indicate that the stock is on an up trend, do not rush and buy a stock because it suddenly becomes active. Aspects from Mars pass very quickly and you may find your funds later or in a short time tied up in an inactive stock. In the case of U. S. Steel, our example stock,
Mars is in favorable trine aspect to Jupiter and the Moon. It is in an opposition aspect to the Sun. This would be unfavorable, if Mars were not in favorable aspect to Jupiter and the Moon, which in turn are in favorable aspect to the Sun, as well as being in favorable aspect to each other! This is a very strong favorable planetary tie-up and not only shows an active stock, but an extremely strong Company with enlarged powers.
Another noticeable fact about U. S. Steel should be brought out here. The Steel stocks as a Group come under the rulership of the Earth and Water signs, that is, the signs of Taurus, Virgo, Capricorn, Cancer, Scorpio, and Pisces, and U. S. Steel certainly bears out this fact with every important planet in Earth and Water signs. The Sun is in Pisces, a Water sign, and the Moon, Jupiter, Mars, and Saturn are in Earth signs. Stability is certainly shown here for this Company with so many planets in Earthy signs.
It is well to know what the various sign rulerships of the main Groups of stocks on the New York Stock Exchange are. Whenever the Sun or other major planets pass through these signs, stocks which fall under these Groups are stimulated to activity. This accounts for the seasonal popularity of certain Groups of stocks which can be accounted for in no other way. Often it is possible to trade in a certain Group of stocks for a month and make money when other Groups are unaccentuated. For instance, the Aviation Group comes under the rulership mainly of the Fire signs, that is, Aries, Leo, and Sagittarius, with Sagittarius particularly strong. December, and usually the latter part of November, is a good time to trade in Aviation stocks for they are nearly always active at this time. During December, 1935, 1936, and 1937, the Aircraft issues were strong and active. This was particularly so in 1935 when Jupiter, the planet of expansion, moved into Sagittarius for a year's stay. It is interesting to note in connection with the strong affinity between Aviation stocks and the sign Sagittarius that in the natural order of the signs of the zodiac Sagittarius rules the ninth house which has to do with distant places, long trips, and travelling.
The Chemical stocks come under the rulership of the Firesigns; and as a rule, so do many of the Railroad stocks.
The Oil stocks come mainly under the influence of the Air signs, particularly the sign of Libra. The other two Air signs are Gemini and Aquarius.
Utilities come under a combination of water and Earth signs. July is often a good month for Utilities and Steel and so is January, the latter part of February and November.
These months do not always hold good due to the fact that there may be present other major planets which counteract this seasonal stimulation; however, it is well to know when certain groups will be active. Oils are usually good in September and October of each year or at least very active.
In studying the chart of a stock, one other planetary factor must be taken into account and that is the planet which rules the sign the Sun is placed in or in other words the sign under which the stock is incorporated. In the case of U. S. Steel, the Sun is in Pisces, and the ruler of Pisces is Neptune,
which in this Company's chart is placed in 26 degrees Gemini. Aspects to Neptune will often give a clue to the change in trend of this stock when other testimonies are lacking. Therefore, before making any final judgment on what a stock will or will not do in the future, always take into consideration
any aspects to the stock's planetary ruler. This is always the planet which rules the sign in which the Sun is placed.
The following transits influence a stock's future trend: the trend will be upward if Jupiter, and Uranus are placed in a favorable aspect to the Sun, that is forming angles of 0, 60, and 120 degrees.
The trend will be downward if Saturn or Uranus are placed in unfavorable aspect to the Sun or Moon in the Company's chart. That is, forming angles of 90 degrees, 180, 135, and in the case of Saturn, in 0 degrees or conjunction aspect. Do not invest in a stock which is under
an unfavorable aspect to the Sun or Moon. Always invest in a stock which is coming under a favorable aspect from Jupiter or Uranus singly or when both planets are placed in favorable aspect to each other and are aspecting the Sun or Moon of a Company.
If the major planets Saturn and Uranus are in favorable aspect to each other and they aspect the Sun or Moon in a Company's chart, this is also a good time to invest in a stock. If Saturn and Uranus are in unfavorable aspect to each other as transits and one of the planets,
or both, aspect the Sun and Moon in a Company's chart, the trend will be decidedly downward and to invest in it would bring financial loss.
In the case of U. S. Steel, Saturn moved into Pisces in March, 1935, and this was an unfavorable influence, but at the same time the major planet Uranus formed a favorable sextile aspect with transiting Saturn and at the same time was in conjunction with the Moon in the chart of U. S. Steel
and in a very favorable trine aspect to Jupiter and Mars in the chart besides being in favorable aspect to the Sun. In the face of such testimony, even a rank amateur in judgment could not conclude anything else but the fact that U. S. Steel was going up and that it was an excellent investment possibility.
This is all the more true in view of the fact that a favorable aspect between Saturn and Uranus usually marks an upturn in the stock market. Anyone who could have studied the possibilities ahead for U. S. Steel in this simple manner would have been able to make a fortune.
However, how was a trader to know how long this upturn would last? In view of the fact that U. S. Steel moves with the stock market generally, it was a safe estimate that this stock would go up as long as the stock market pointed upward, which would be relatively the time during which Saturn and Uranus
were in favorable aspect. This was from 1935-1937. In March, 1935, this stock was as low as $30.00 per share; in March, 1937, it had risen to between $125.00 to $130.00 per share. This stock dropped to $40.00 by the spring of 1938. It is again at a buying level. Why?
During 1939, Jupiter will be in the sign of Pisces, and at the same time will go over the mid-heaven of the New York Stock Exchange. It is logical to conclude that this stock is going to rise and therefore, it is a good investment proposition for 1939, since it is ruled by Pisces.
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