Author Archives: Credit Flow Investor

Domino’s bear market since September… Costco bear market as of August… consumer under pressure including high end as many shop there now… Ratio to SPY…leading Domino’s below 100wkma… Urban elite also have less…LULU down again since June…

60 day points up nicely…and williams stays mostly in the green. NOW also change, inflation will stay sideways at 3% next year with 3 big monthly up and downs.

Q4 SPY will be +3%. No correction in SPY until Q2 2026. Based on Oct, no way January. TLT will move up $3 per drop or $101 by end March. Fed will pause after March drop (5 drops). Inflation sideways … Continue reading →

The cycle is 2026-2028. SPY has slowed down from July but will be up 15-16% for the year… Economic Growth will be lower next year 0.5%. It has fallen 0.6% since April. A house of cards falls off the cliff … Continue reading →

Rate drops are pushing it up. all emas are moving up. The 60dema has crossed the 200 dema. Close to YoY positive as well.. starting to outperform spy…

weekly oil broke $60….

Oil will not spiral out of control.

See services ism prices the last 3 years…. And services inflation was low with stocks from Feb and Mar but then accelerated…. And even Fed Futures is split….

looks like its on the way to 3.3% by end of November…