Solar phase and crisis clustering
Do financial and political crises cluster in the declining phase of the eleven-year solar cycle?
Under section 6 of the registration, H1 is not supported.
Bears on: Cosmic cycles · Research Lab
Registration · 2026-08-16
docs/research/PREREG_SOLAR_PHASE_CRISIS_TEST_2026-08-16.mdPre-Registration — Solar Phase → Civilizational Crisis Clustering
Registered: 2026-08-16, before any analysis was run.
Why this document exists: the existing solar/crash material (HISTORICAL_CRASHES_UET_SYNTHESIS_2025-11-03.md) is not a result. It cites three events, with inconsistent lags, under a rule permissive enough that both solar maxima and minima appear to precede crises. A rule that cannot fail is not a finding. This registers the test in advance so the parameters cannot be tuned after seeing the answer.
Status: RUN 2026-09-17 — H1 not supported. Result: SOLAR_PHASE_CRISIS_TEST_RESULT_2026-09-17.md. Nothing below was revised. Revisions require a new dated document and both remain public.
1. The hypothesis, stated one direction only
H1: Civilizational crisis events cluster in the declining phase of the solar cycle — specifically in the window beginning at solar maximum and ending at the following minimum — at a rate above chance.
The prior work's fatal flaw was claiming both maxima and minima. We commit to declining-phase only. If crises cluster at minima or rise-phase instead, H1 is refuted, not amended.
H0: Crisis events are distributed across solar cycle phase no differently than chance, given the uneven length of phases.
2. Solar data — fixed source
- Series: SILSO Version 2 International Sunspot Number, monthly smoothed, Royal Observatory of Belgium.
- Cycle boundaries: SILSO's own published minima and maxima dates. We do not re-date cycles ourselves — that would be a free parameter.
- Range: Solar Cycle 1 (1755) through the most recent completed cycle. Cycles with incomplete or contested dating are excluded and listed, not silently dropped.
3. Crisis data — externally compiled, not ours
This is the load-bearing design choice. We do not assemble the crisis list. Using our own list would let us select events that fit.
- Primary: Reinhart & Rogoff banking-crisis and sovereign-default chronology (This Time Is Different dataset), which covers the full period and was compiled with no reference to solar activity.
- Secondary, for the US subperiod: NBER business cycle contractions (1854–present).
- Both are used as published. No additions, no exclusions, no re-dating.
If the two sources disagree on an event, we report the test under each separately rather than merging.
Result · 2026-09-17
docs/research/SOLAR_PHASE_CRISIS_TEST_RESULT_2026-09-17.mdSolar phase → crisis clustering — RESULT of the preregistered test
Registration: PREREG_SOLAR_PHASE_CRISIS_TEST_2026-08-16.md (16 Aug 2026), unchanged.
First run: 2026-09-17. Script: scripts/research/prereg_solar_phase_crisis_test.py (re-runs from the four
public sources in one command; raw output in prereg_solar_phase_crisis_test.out.md).
Verdict under §6 of the registration: H1 is NOT supported. One crisis source shows a modest
declining-phase excess, the other shows none, and the excess does not survive the conservative count.
What was run, exactly
- Solar phases: SILSO's published minima and maxima, cycles 1–24 (cycle 25 excluded as incomplete, as the registration requires). Declining = [maximum, next minimum). Declining phases are 60.8 % of the time in scope, so under H0 about 61 % of crises fall in them by construction.
- Crises, as published, no edits: Reinhart & Rogoff banking-crisis and sovereign-external-default chronology (HBS Global Crises panel, 70 countries, 1800–2016; onset = first year a flag turns on) and, for the US, NBER contraction onsets (peaks, 1857–2007).
- Two choices the registration left open, fixed in code before the first run: onsets are dated to mid-year (the panel is annual); each source's time-at-risk opens where its coverage opens (1800 / Dec 1854).
- Two counts, both reported: every country-onset as published, and distinct onset-years (one per year with ≥ 1 onset), because default and banking waves (1931, 1982, 2008) are not independent draws.
- Tests: one-sided binomial P(X ≥ observed) against the phase-length expectation, threshold p < 0.05; two-sided alongside; the declared secondary window (maximum + 0–24 months) alongside, never substituted.
Result
| Test | n | in declining | expected | ratio |
|---|
Civilizational Science
Four preregistered tests of this thesis have come back unsupported, and all four are public. The dispatches carry the same standard out to energy, food and money. Free, and it stays free.
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