Author Archives: Credit Flow Investor

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:    

Core inflation as predicted 2.0+ ! Monthly inflation 0.1755. Table below-

In order to have a bear market, unemployment claims must be rising and delinquencies.  Both are still falling…UC quarterly below…   The last bear market began beginning Q2 2007: The Fed lowered rates for the first time on Aug 1 … Continue reading →

From biohistory part 3. Shipwrecks declined 98%!

Wages are rising as fast as early 2006 upside and 2009 on the downside SO inflation should be sustainable through 2020. Since 2016, it has been above 0.5% most of the time. The dip in late 2014 and 2015 is … Continue reading →

Next month ccpi will rise by 0.12 (average for mar)–0.073 (last mar) or 0.193 to give 2.05 ccpi. We are above 6y trend inflation and over last year.  See Mar, Apr and May last year when inflation was way below … Continue reading →

As ccpi will be 2.0, the SPY run will be complete by May, and TLT x 200dma, TLT is due for a strong pop on the fed rise June. The similar chart is May-Jul 2016. The Fed meeting is Jun … Continue reading →