-
Recent Posts
Archives
-
Other Indicators
-
Longer Term
Year End PE ratio 39.8 and other consumer data..gas buddy down last 3 months
Posted in Uncategorized
Leave a comment
10y Break Even Yield trends down since Oct
10y TIPS-10y shows inflation pressure…
Longer term…
Posted in Uncategorized
Leave a comment
Bitcoin BTC goes sideways -9% YoY …liquidity starts to dry up like 2022
BTC has 2X beta of SPY and has gone sideways since October.
Posted in Uncategorized
Leave a comment
WMT last year +75%…this year +22%
OR 0.3 of last year…so next year +7%.
When the stock surges big one year…the increase drops big the next year.
Euro starts to move up…weakening US economy. Growth started to falter in 2025….
Posted in Uncategorized
Leave a comment
Bonds up this year….IEF up 4.5% vs -5% last year…Stocks rise 50% of last year
Bonds sideways since October…due for a turn.
S&P up 13.9% vs 28.3% last year (Monthly average)…
Posted in Uncategorized
Leave a comment
Highest Unemployment in 4 years…4.6%…SPY slowing up 13.9% for the year from 25.7% last year
Empl to Popn falls again to 59.6…falls 0.8% (peak) of 340M pop or 2.72M jobs lost.
AND SPY slowing 50% of last year…
2026 could be as low as 22% of 13.9% or 3%…
Posted in Uncategorized
Leave a comment
COST and DPZ show continued weakening also PG
For the upper middle and lower…
Also P&G
Posted in Uncategorized
Leave a comment
Credit Flow Investor 