Author Archives: Credit Flow Investor

Can see clearly bull-bear transitions…bear started end of Aug…

Fed has to catch up big time!

1.482 T or -10% of all mortgage debt was written down.. Now outstanding mortgage debt Q2 2024 20348B or 20.348T -10% would be 2.035 T OR 37% more than last time. Wealth lost is about 16X or 32T…

Resolutions don’t happen in this phase as bread and circus are too strong!

So expect a 36% drop in RE prices (inflation adjusted). Current Price 325.4…about 228 in 5 years. Approx 30% (for low inflation 1% the next 5 years…) Some say 40% (nominal)  and 7 years…7 year cycle more traditional.   Inflation … Continue reading →

Finally…was expected in Jan then Mar but took longer thanks to this super-cycle 50y inflation. WHICH IS NOW OVER.