Author Archives: Credit Flow Investor

I believe Bullard has been designated to talk for the Fed and represents the views of the majority. In September, he said inflation was too low and sure enough no taper on Sep 18.  I think Bullard is also instrumental … Continue reading →

TLT will most likely suffer from taper speculation and go sideways bouncing $1-$3 and possibly down.  A ccpi and gcpi of 2.0 will be necessary to get at least a $8 run or more.  I see this as most likely … Continue reading →

For a sufficient inflation surge, gas buddy should drop to $3.20 and rise to $3.60 or $0.40 in order to push inflation into the Fed taper zone. For now gas buddy keeps dropping as economy is weak. Don’t expect a … Continue reading →

Sell 1/2 of tlt…rest tomorrow.  Low inflation 1.76 ccpi and especially weak gcpi 1.5 means weak economy = stimulus until 2.0 reached It’s as simple as that. In March 2013, 2.0 was achieved, 3X occurred and the Fed day was … Continue reading →

Oil and stocks are at a high and the taper is coming. Best time to buy bonds is when stocks are at a high, oil is at a high and Fed is reducing stimulus.   There’s no better time. Notice how … Continue reading →

The recent market volatility has been due to Syria.  It’s important to see impact of taper next week and the week after before making decisions. QE was announced last November and there was a dip in December before SPY took … Continue reading →

OEX still below 40wkma showing bear market..   Taper is still on track.  It’s quite simple.  Growth and jobs have slowed despite QE so it’s time to ‘reload the gun’. Taper QE and allow bonds to bounce back as stocks … Continue reading →

USD now shows bull trend due to taper. Currency guys see taper coming but stocks are caught on last round of exuberance before party over. OEX may indicate a X on Friday but this will be a whipsaw as the … Continue reading →

Now that TLT is bought…hold positions.  The OEX will tell when to exit and sell. http://stockcharts.com/h-sc/ui?s=$OEXA200R&p=W&yr=3&mn=0&dy=0&id=p98821371788 When OEX X on the upside either the 10 wkma or the 40 wkma, it’s a good time to sell.  Target dates are end … Continue reading →

http://www.reuters.com/article/2013/08/26/us-economy-durables-idUSBRE97P0FL20130826 “When looking for signs that interest rate increases are too much for the economy to handle, durable goods, like housing, are a leading indicator of weakness in the broader economy,” said Chris Low, chief economist at FTN Financial in … Continue reading →