Author Archives: Credit Flow Investor

The new system started with the 2002 printing press speech by Bernanke and the ‘wealth effect’ speech in 2012. Of course, the Fed does not understand the flaws in their new system. So they only ‘react’ to the circumstances never … Continue reading →

Thanksgiving was Nov 23. First leg November was +9….2nd leg December was +6 ending the week of the Fed. And more in Dec…Christmas week was not worth it.

If I were WS, which one would I pick?

And now 2026….

‘jawboning’ has not worked hence the rate rises….

Strong up signal…

So next week likely to be up and this week… Bonds like the rate rise….and bad news will be good for them… VIX continues to rise….In May, it was falling.

With 1 rate increase, chance for another is only 50-50.. And SPY not doing well…. Gas also rising

Vix looks the same as end of January. ROC20 now positive after bottoming near 14… VIX can be used in the ‘context’ of other indicators such as bonds being oversold, SPY near highs and Diesel up +58%. Think of it … Continue reading →