Author Archives: Credit Flow Investor

BUT of course, it won’t spread from there! Only 1 year into downturn and new homes discounted by 30% Florida like Toronto condos… AND yes I already knew that builders continue to build into the downturn but less and less … Continue reading →

ASSET PRICES lead the economy as I have been saying for 10-15 YEARS! For example, 10 spend $50 or $5 each 60 spend $20 or $0.33 each RELATIVE SPENDING of top 10% to bottom 60% =5/0.333=15 times !!! In 20 … Continue reading →

From Ed Dowd below, Risk off….trade of the year US Treasuries bonds. Tariffs no big deal disinflationary Budget no big deal…just extension of current taxes…my comment SPY is saying the same…sideways. +0.58% YTD Real estate dropping A BIG DEAL….I call … Continue reading →

Last week UTWO started the move…this week IEF. Mar-May upward slope….

Quote from sidebar… How Low Will Rents Go? | Canada Real Estate Much lower than today. Landlords need to know that rents are FALLING in Southern Ontario, same in Vancouver although not as bad. So many reasons: Bad Economy, Immigration … Continue reading →

I liked her back in 2007 and 2008 even 2009…some recent links… She was the only one I would see at gold bug conventions as she was the only one there who liked US treasuries. I believe it was the … Continue reading →

Notice on May 1 the utwo moved FIRST then IEF followed. A key concept is ‘negative wealth effect’. The XHB downturn leads the economy and leads to ‘negative wealth effect’.

Here you go…OB at 594 on Monday and then began selloff. THIS is a sideways/mild bear market. No more BULL. THE MARKET DETERMINES THE NEWS NOT THE OTHER WAY AROUND. Tariffs were also big news in 2018 but did not … Continue reading →

When IEF remains in negative territory for 4 weeks, the turn around occurs. Last time was mid-Dec to mid-Jan…waiting for 12dma to cross…

I figured out the youtube guys are real estate agents who take big commission checks when real estate is booming and switch to gold (also high commission) when real estate turns down! Not a bad business strategy for sales people … Continue reading →