Credit Flow Investor

Finally…was expected in Jan then Mar but took longer thanks to this super-cycle 50y inflation.

WHICH IS NOW OVER.

10 week X 40 week

2 year bear market 2025-2026. Unemployment to 12%….

Oil also a bear market

AIRBNB now bear also….

Quarterly unemployment is rising. Other countries more +1.4% in a year…..US +0.6%

Now waiting for a market hiccup.

You need a hiccup before Fed takes any action. Numbers alone are not enough.

up and up recession approaches…Q1 2025

Retail gas prices catching up to wholesale now…

The hunter stalks and reacts. He doesn’t predict.

Ratio declines for first time (YoY) in over 10 years. Before a recession, last time was May 2007.