Author Archives: Credit Flow Investor

  Inflation fears…similar to:

Most likely back to 0% and rebounding in mid-June… USD weakness has driven SPY up this week but will slow down next week allowing a SPY retreat after Fed Mtg.

The YoY gas chart indicates the future inflation number for May…highest level in over a year and climbing..   And of course confirmed with gcpi below…

TLT to oil shows a move to risk off.  MACD wkly shows the first up in 4 weeks. Although TLT momentum is still low when compared to 2016 and 2017 Apr-Jun timeframes. I suspect that’s due to rate rises and … Continue reading →

Real estate doesn’t have a bright future as the bottom of the market has no support. Where Millennials Are Buying Homes 1. Ogden-Clearfield, Utah Millennials who own homes: 51.0% 2. Grand Rapids-Wyoming, Mich. Millennials who own homes: 45.3% 3. Des Moines-West … Continue reading →

End of 2012 in UK AND Q1 2012 for US. Q2 2010 was an effective bottom when delinquencies started to fall. BUT end of 2012 was a better time in both US and Europe. Unemployment rate also peaked in 2010: … Continue reading →

Gas prices need to turn down on a monthly basis. Over the summer, gas prices roll over after rising early in the year.

The USD has broken out into bull mode.  This is necessary to have a TLT run and to have oil turn around and fall.  See Oct 2014 and Jan 2015 and Jan 2016. Oil has turned the 3rd week May … Continue reading →

  The world has progressed relative to the US. And the job creation problems of the future from: