Category Archives: Uncategorized

Railway Bust 1840s…they overbuilt 6 lines

Posted on February 16, 2026 by Credit Flow Investor

What was the Railway Mania of the 1840s? In 1845–1846, Britain had a ‘mania’ during which investors poured capital into railway construction, producing a share-price boom, followed by a collapse that by 1848 had reduced railway shares’ value to the … Continue reading →

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Long Bond TLT Follows TIP

Posted on February 14, 2026 by Credit Flow Investor

ROC12 now +ve.

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Gov’t Payroll also 0.2% BUT just 0.1% in Dec

Posted on February 14, 2026 by Credit Flow Investor

Economy weakens fast also…No hire…no fire. Until SPY hiccups…

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TIPs confirm bond bull..ROC4 +1.25%

Posted on February 14, 2026 by Credit Flow Investor

and ROC 4 / ROC 12 both +ve.

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12 week rolling SPY / S&P (wk av) method better than FRED daily average

Posted on February 13, 2026 by Credit Flow Investor
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BTC down YoY -27%…liquidity dries up

Posted on February 8, 2026 by Credit Flow Investor

12 wk X 100 wkma now…very bearish.

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SPY 12wk +1.6%

Posted on February 7, 2026 by Credit Flow Investor
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Asset Prices Drive Real Economy

Posted on February 5, 2026 by Credit Flow Investor

A slowing SPY is bad news. Rolling 12 week change- Q2 +11.2% Q3 +6.6% Q4 +2.7%

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ADP change now 0.2% YoY

Posted on February 5, 2026 by Credit Flow Investor

below 1.0 is weak

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CMG fails again

Posted on January 30, 2026 by Credit Flow Investor

CMG rally comes to an end…value rally fails.

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