Author Archives: Credit Flow Investor

BUT they PREFER more and more commodities over SPY because economy has weakened and SPY is overcooked. AND economy will weaken and go to recession and REMAIN weak for 4 years afterwards. SO within a commodity cycle you have ‘swings’ … Continue reading →

And the good thing is…bonds are late to the party!

THE FED NOW SEES A BIG GDP AND BIG CPI NUMBER! So now a Dec rise as well.. AND TLT LOVES inflation fighting…see Nov-Dec 2018. Keep in mind it hasn’t even started yet! The ‘jawboning’ by the FED in JUNE … Continue reading →

UTWO looking to turn…

-4.3M jobs since Sep 2023… And the change….actually getting worse from Jan 2024… AND Payroll growth way below 1% since July 2024…2 years+…