While it will take 42 days to wash through this from the start Jan 30, this is good news:
- Volatility is finally up since Aug 2015
- Events come in waves so the next one is within 4.5 mo
- Econ and gas buddy are still strong. CCPI actually went up after Aug 2015 and UC continued to drop YoY.
Entry to market again is around VIX 26. The SPY rebound signal will be a VIX RHA close sometime March 12-onwards as VIX will rise again in early March (a smaller wave).
NO TLT as NO CCPI 2.0. After June-July, no more events this year. Sep-Oct events are election year events except for 2014 due to ECB QE that year. Even 2019 will see a VIX 31 event in Jul-Aug.
Credit Flow Investor 