Author Archives: Credit Flow Investor

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.

10 week X 40 week

2 year bear market 2025-2026. Unemployment to 12%…. Oil also a bear market

Quarterly unemployment is rising. Other countries more +1.4% in a year…..US +0.6% Now waiting for a market hiccup. You need a hiccup before Fed takes any action. Numbers alone are not enough.

up and up recession approaches…Q1 2025

Retail gas prices catching up to wholesale now…

The hunter stalks and reacts. He doesn’t predict.