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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← CPI down big BUT YoY still high at 3.5
The New Credit +228% since 2020…Private Credit Defaults Rise Q1 (corp cash flows under pressure) →

SPY momentum turns negative…weak Aug

Posted on July 26, 2026 by Credit Flow Investor

And YoY turns down…4 months ahead of hiccup.

Gas up slightly…

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← CPI down big BUT YoY still high at 3.5
The New Credit +228% since 2020…Private Credit Defaults Rise Q1 (corp cash flows under pressure) →
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