Author Archives: Credit Flow Investor

The 2 year rates (now 2.33) have been falling since Nov 8 (2.94) showing a slowing growth and inflation. Fed fund rates are now higher than the 2 year rates for first time in 10 years. And the monthly difference … Continue reading →

VIX needs to bottom in 2 months…rise in 3 mo   AND TLT:OIL Risk ON … needs to go sideways

The change in claims is the least in 10 years showing a rapid slowing now.

TLT:SPY ratio turns on Friday……last xover was 1st week October…

Oil will steal all the growth as it did in Sep/Oct before the last bear phase.  Now SPY back to BULL until July when growth stalls again.   Long term VIX lines confirm a new bull phase.. And 3 mo: … Continue reading →

Forecast And Job Cuts Rising: ISM Forecast to cross 50 by Apr-May:

ROC5 now 0.28 and ROC14 is 2.5 OEX has topped also….puts and calls being closed for Mar 15…

Low gas prices feeding into rising core inflation….. YoY inflation strong at 2.1 and will surge next month….as Feb 2018 (0.17) was quite weak.   Unemployment claims to cross 0 soon:   USD returns to uptrend and continues to indicate … Continue reading →