Category Archives: Uncategorized

Since 1991 the economy has worked on loans-construction (as loans are huge now). Many reported the mortgage market collapse in lending 2022 and 2023. BUT that is only one of the dominoes. They never tell you the whole story of … Continue reading →

Based on 4 drops by Fed in 2025 and 8 drops by ECB… This indicates a VERY STRONG USD in 2025.

Clearly it can take 16 years to rebuild debt levels. People forget about debt during that time. The issue of ‘forgetting’ is covered here in this documentary… https://www.imdb.com/title/tt3332308/

Bonds return to bull after Fed signals no drops. World-US economy continues to weaken… Notice how the construction market seems to figure things out a year in advance! But many argue no one knows…it’s all random. The market is now … Continue reading →

The YoY increase in M1 was crossed in September…meaning weak economy and recession ahead say 2026. Shoppers switch to WMT to save money. High middle class are also switching. 2021-2022 economy was good…WMT flat. In 2023, WMT started rising and … Continue reading →

A lot of comparisons are made to 2008. AND most indicators are flashing recession ahead. The economy is slowing and weakening: Continuing Claims up YoY 6% Construction Cycle down YoY -10% Unemployment Rate up YoY +0.6% Vix 40wkma up Fed … Continue reading →

As you know, the USD has been sideways for the past 2 years. USD trend is key to market transitions. How to know you have a new uptrend? Simple USD should be Overbought on a weekly basis… In Oct-Nov 2021, … Continue reading →