Author Archives: Credit Flow Investor

Canada Construction Boom was for 13 years! It’s now a bear market for 2 years.

It was an economy based on real estate and construction and immigration.

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MSFT turning to bear

Since Nov bearish…

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CPI 2026 trends to 2.2 by Dec

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Crowds (aka perma-bulls and perma-bears) are Anti-Wise

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Dividends Cut to 0…EV Writeoffs 26B …Btty Plant Sold for $100…Stellantis -30%

ALSO NEGATIVE cash flow for 2025.

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Tariff Update…New Tariffs just 8% of Profits

50% of tariffs to go under new categories. Refund would be a ‘mess’ so new ruling means do what you want. No comment=No refunds. My comment…Government needs to pay our supreme court paychecks so keep your new taxes. Headline from … Continue reading

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SPY 12wk +1.4%

Slowing since November… Weekly average 0.11% down …from 0.45% average (2023-2024)

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Ponzis Always Fail After a Few Years

From https://podcastindex.org/podcast/440470?episode=48111284089

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Railway Bust 1840s…they overbuilt 6 lines

What was the Railway Mania of the 1840s? In 1845–1846, Britain had a ‘mania’ during which investors poured capital into railway construction, producing a share-price boom, followed by a collapse that by 1848 had reduced railway shares’ value to the … Continue reading

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Long Bond TLT Follows TIP

ROC12 now +ve.

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