Watch credit for your equities

We’re closer to being ‘a buyer’.

The study below is a Monthly price chart of the U.S. 30 year bond yield minus the U.S. 10 year bond yield spread, over 35 years.

Follow the circles, rectangles and notes.

There are 6 times when to consider selling (lightening) the S&P 500

There are 9 moments when to buy/add/increase allocation to the S&P 500.

Credit doesn’t tell stories, Equities do !

April 4, 2025

rob@karriasset.com.au