Author Archives: Credit Flow Investor

Buy TLT now as TLT:SPY has X the 10 wkma today. SPY down and TLT is up! It appears as a power move with the angle of attack. The market is now realizing flight to quality/safety.  Core inflation is an … Continue reading →

Core inflation now has an uptrend which is bullish for TLT.  TLT:SPY X should occur within 2-3 weeks.  I will wait for Sep 18 before buying as taper announcement will give a buying opportunity on that day. From Mar (reported … Continue reading →

It would have been better to be 2.1 or 2.2.  CCPI for July was 1.70 which is a rise but also on low side. I consider it unlikely that GCPI will maintain 2.0 on Sep 17.  Therefore it’s a wait … Continue reading →

August is too early an entry as I suspect cpi will also be strong in August reported Sep 17. Notice Fed meeting ends on Sep 18.  I noticed in Apr 2010, Apr 2011, Apr 2012, Oct 2012 and March 2013 … Continue reading →

As expected, inflation still too low so another round of stimulus continues until inflation hits 2.0.  A large stock market bubble has been created with record leverage and will create a big mess when it pops. TLT:SPY took another downturn … Continue reading →

Gas buddy has turned down again but cpi was up a respectable 0.5 in June.  July should be similar.  I sense the TLT:SPY will occur in 3rd week of August.  Gross CPI (reported Aug 15) should be 2.2+ above the … Continue reading →

Unfortunately, core inflation is still falling.  Last month it rose 0.08% and 0.1% in May.  Q2 should be weak. Q3 shows signs of picking up however. If July is very strong as Feb this year, 2.0 is still possible for … Continue reading →

Gas buddy has turned quickly after the Fed minutes.  This means core cpi 2.0 will be possible in mid-Aug.  Even though Fed will do nothing at end of July, there will be talk of bubbles in the minutes on Aug … Continue reading →

Gas buddy keeps falling probably to 3.30 level.   TLT (gas buddy falling) and SPY (anti-taper sentiment) will rise for a while on continued anti-taper sentiment.  This sentiment is highly volatile so not a good bet. However, this is another … Continue reading →

Markets are confused as the Fed talks of taper but the economy and inflation argue for more QE.  There is no clear trend.  When there is no clear trend, wait in cash. Some economists talk about September to December time … Continue reading →