10y TIPS-10y shows inflation pressure…
Longer term…
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Recent Posts
- 10y Break Even Yield trends down since Oct
- Bitcoin BTC goes sideways -9% YoY …liquidity starts to dry up like 2022
- WMT last year +75%…this year +22%
- Bonds up this year….IEF up 4.5% vs -5% last year…Stocks rise 50% of last year
- Highest Unemployment in 4 years…4.6%…SPY slowing up 13.9% for the year from 25.7% last year
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Longer Term
Credit Flow Investor 