Author Archives: Credit Flow Investor

Number unemployed for 27 wks+

keeps rising since 2024…growing economy it’s negative.

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UTWO and TECK mid-July

TECK also turns down

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Jeremy Grantham on why governments can’t solve the problems and future economy…M1 more positive

From Feb 2025, a lot of his comments are bs like ai, green, etc. but he does mention disgruntled workers, vote the bums out mentality and overvaluation. He doesn’t mention real estate being a stock only guy. He also has … Continue reading →

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College Graduate Hiring at 3 Decade Low

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Weakening USD (Q2 breakout below 100) means weakening economy (mid 2021-2022 was opposite)

2022 economy booming…

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Vix last year July

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Jobs still under pressure

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1y Treasury crosses threshold

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Lennar (Real Estate) home prices fall to 2020 levels already 1 year into downturn

Margins and revenues keep falling…

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Q1 Profits stall and tariff taxes no impact on May inflation

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

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