Credit Markets – March 05, 2026
Picture this chart as a simple comparison between risky junk bonds (HYG) and safe government bonds (IEI), but shown as a “spread” or difference that highlights how much extra reward investors demand for taking on risk. When the line on the chart heads down, especially along those important grey trend lines, it means junk bonds are losing value faster than safe ones—investors are getting nervous and preferring security over high returns. Right now, with interest rates appearing to rise (making borrowing more expensive for companies), this downward trend could signal bigger problems in the credit markets, where businesses rely on loans to operate. Higher rates squeeze companies with lots of debt, and if they struggle to pay, it might lead to more defaults, just like we’ve seen in past economic rough patches.
Recent news from early 2026 is buzzing with worries about the private credit market, a massive $2-3 trillion area where non-bank lenders provide loans to businesses. For instance, experts fear the private credit bubble is about to pop due to rising investor withdrawals and firms like Blue Owl selling off loans to meet demands. Private credit stocks are signaling more pain ahead, with market volatility adding to the stress. Concerns are growing over the market’s rapid expansion and risks, especially in a higher-rate environment exposing weaknesses. Blue Owl’s recent stumble is reviving fears of a Bear Stearns-like moment, with default rates jumping. Investors are anxious about cracks in private credit, driven by AI pressures on sectors like software and broader economic uncertainty. If rising rates keep pushing this spread lower, it could mean tougher times for the economy, so watch how companies manage their debts
I will be watching the two ‘grey’ trendlines … a daily close below the lowest trend line (dashed) will definitely make the hairs on the back of my head stand up.
NO WAY OUT – February 18,2026
Posted on February 18, 2026 Leave a Comment
Folks, if you haven’t tuned into one of Ponch and Moose’s podcast, certainly recommend you do.
They recently had my friend/mentor Larry P on for a master class on fractals, sacred geometry and patterns.
Larry has been actively trading for over 50 years now – probably longer than some of you might be alive.
Worth the listen folks …
Hat tip Ponch, Moose and, of course, Larry:
January 25, 2026
Spent the weekend pre-reading the upcoming novel by Alan Green – America Codes. Appollo to Artemis. Trump and Pope Leo XIV Prophesied in The Declaration of Independence.
You read that correctly.
I am changed from reading this novel … the perfection of this 3D Holographic Matrix of Consciousness is beyond description. It’s truly perfect … anyone following this blog will have to read this book. It will change you … Egypt, Shakespeare and the Declaration of Independence all interconnected in ways that will transcend your mind.
How about this … it HAD to be 1776. There is only one year that would have worked when we look at the locus of the moon and sun distances from the earth and calculate the speed of light (Remember folks GOD said “Let there be light …!” Genesis 1:3 or Genesis 1:111 perhaps …
That’s our first vibration … and when the last word “light” was spoken, that became the first radius. From there … we connect it thru time/space by the eternal cycle represented by the circle. We can’t divide perfection so we double it … the two intersecting circles become the Vesica Piscis (“bladder of the fish”) which creates the initial VECTORS for the square roots of 2, 3, 4, 5 … the 7 days of creation in Genesis? That’s the first 7 circles which create the seed of life. We now have the ratio’s present to create everything w/in this 3d world that we need. Creation occurs by the finishing of Metatron’s Cube. Metatron, the Arch Angel responsible for ALL of the geometry across all dimensions of existence was, at one time, a mere mortal like us …remember John 14:12?
Well, who was Archangel Metatron? … that would be Enoch. A descendant of Adam and the Great Grandfather of Noah. Yeah … he’s also the main figure in the BOOK OF ENOCH. (recommend you go and read it folks … it’s still in the Ethiopian Bible but was struck from the King James during the council of Nicea in 325. Why? ;)) The book of Enoch is where John Dee downloaded the Enochian tables and that was the encryption method used to encrypt ALL of Shakespeare. Yup … Shakespeare was baptized 4/26/1654. 426 whose mirror image is 624. John Dee faked his death on June 24th. There are 624 characters in the Enochian Table.
Folks you might want to brush up on your mythology and learn about this dude …
To the markets …
Bitcoin …our target level in the low 70’s still stands as the zone to BUY. Big question is, and I REALLY don’t know, new highs or a corrective bounce. If you think El Coin is going much higher then roll w/ it but it you think we have another leg down then this is a scalp BUY.
Or, BUY here and see if the ‘first’ SELL PATTERN works or not … ? Reasonable …
Folks … have to be aware and watch what is going on in the Land of the Rising Sun …
Silver is ROLLING … I like this count so expecting some resistance here/little higher BUT we are buying any pullback. Month or so pullback …? If long, stay long.
Folks … here’s the deal w/ Silver. A LOT of the Banks are SHORT SILVER so … it’s pretty cool to see all the pattern prices being hit on the banks as this is all happening. Check this one out on JPM:
You can see the key level for the banks – and- truth be told – the entire market to be honest by the “this is the key support” – guess we’ll have to wait and see.
Figured I put this one out there … the Global Dow. What am I missing … sure looks like in the life of this index, there hasn’t been one move higher than the blue measured move.
Bart's Charts 