Category Archives: Uncategorized

TIP up …ROC12 close to 0

Last 6 months speed at 50% compared to Jan last year…

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SPY 12wk Rolling Now +0.3%

SPY has lost momentum as TIP picks up momentum.+0.16%.

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TIP moves up

Ponzis always fail in the end…ideas also like ponzis. https://podcastindex.org/podcast/440470?episode=48111284089

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Luxury now taking hits Audi Q4 Sales -36%

Luxury brands now seeing declining sales… Just as in last recession…the weak links go first then high middle class goes. ABS issuance also died in Q4.

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Canada Home Prices -25% and Population Decline

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TIPs YoY indicate economy strength

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SPY 12 week rolling + 3% over 12 weeks

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TIPs are a leading indicator

Last 6 months… AND before…2022-2024 strong economy. 2025 weakness starts..

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Corporate Bonds Start to Dry Up

The credit flow slows dramatically… AND ABS…4th Qtr way down.

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Core Inflation Slightly Up over Dec 2025

Inflation still at 0.24 …last year 0.21

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