I Went Through Every Chart On The Credit Cycle – This Won’t End Well
Every single chart for WHERE we are and the risks that are building
I Went Through Every Chart On The Credit Cycle – This Won’t End Well
The credit cycle is doing exactly what it always does at this stage: compressing a lot of future pain into a narrow window. In this video, I walk through every key chart so you can see why I don’t think this ends well, and what that means for anyone running real risk.
If you want to study the charts at your own pace, here’s the full slide deck from the video. This is the same framework I use to map where we are in the credit cycle and how it bleeds into rates, spreads, and equities.
On Wednesday at 11:00 a.m. ET, I’m doing a closed‑door livestream for paid Capital Flows Research subscribers, where I’ll update these charts with the latest data and walk through how I’m actually positioning into this part of the credit cycle.
If you want to see how I’m turning this into concrete rate, credit, and equity decisions in real time, that session is where I’ll lay it out.
CREDIT CYCLE LIVESTREAM DETAILS:
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