Author Archives: Credit Flow Investor

Margins and revenues keep falling…

Price increases were big since Q1 2020 which led to big profits. BUT now profits stall Q1 before tariffs.

And not even in a recession yet… “”It was the most splendid condo bubble ever, topped off with a mania, driven by the Fed’s interest-rate repression that included trillions of dollars of purchases of MBS, which pushed down mortgage rates … Continue reading →

Years ago, I heard stories that land prices can fall 90% in a real estate downturn. In a downturn, commercial property can be very bad as vacancies can soar and land prices crash.

Economy weak… Average daily S&P close per quarter…