Credit Loose, Earnings Strong, Trend Intact - 2 new Buys this week

Oct 26th, 2025 - Update

My investing approach starts with credit.
If money is available, businesses can borrow, invest, and grow.

Companies in trouble can also refinance their debt.
When credit gets tight, problems may be close.

A leading signal for credit is liquidity.
For this reason I always check M2.
I learned as an economist that M2 is one of the best indicators of broad liquid…