Credit Flow Investor
"1 The cycle is the key. 7 years of feast… 2 The hunter stalks. He doesn't predict. 3 Can't control emotions only avoid them. 4 Use springs not lines. 5 "Buy the 'dips' until recession." 6 Paul slovic too much info bad. Don't drown in noise. DONT OVERTHINK.
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← GLD is a buy while housing (XHB) is bad…Construction upturn was 2012 aside OEX hit 0…Best time to sell Nov 2011 when construction YoY turned +. TECK up also.
VIX during last crisis →

Flight to Quality…TECK shows weak economy now.

Posted on April 4, 2025 by Credit Flow Investor

Bonds are green. Clearly, they are starting to factor in recession (negative growth).

TECK shows weak economy -26% for 2 year change..

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← GLD is a buy while housing (XHB) is bad…Construction upturn was 2012 aside OEX hit 0…Best time to sell Nov 2011 when construction YoY turned +. TECK up also.
VIX during last crisis →
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