Author Archives: Credit Flow Investor

Oil has been outperforming SPY and TLT: I create 2 new links: Oil:SPY Oil:TLT Right now Oil will outperform as SPY will go sideways and TLT goes down… See USO june last year! 30% mo rise rate For comparison: Apr … Continue reading →

Gas has been falling for 2 weeks so Fed will be neutral on this meeting. Notice how gas prices were rising before the Jan Fed Mtg! WKLY GAS TREND However, oil shows a new uptrend so gas may reverse by … Continue reading →

Last year cpi was very low (May especially) so cpi (Jul 12) could go to 2.8 or more for June. Watch for TLT 12dma to have significant downtrend (last 2 weeks of July before Fed Mtg Aug 1). Currently, the … Continue reading →

  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 →