This is a narrowly based rally, that shows no sign that a break is imminent. But it is fragile. Hedging would be ….. Non subscribers…
Repo data has been an important part of our liquidity analysis for many years. But the data had shortcomings. It showed only the banking system…
List performance was poor again last week. I’ve been in a slump lately. I’m not seeing pitches well, and my swing timing is a little…
Cycles still appear to be in gear to the upside in the context of a 10-12 month cycle xxxxxxx with a bit more xxxxxxxxxx. The…
They stopped the bleeding just in time to prevent an ugly pattern from developing. But the patient isn’t out of the woods yet. Non-subscribers click…
List performance was poor last week despite being overwhelmingly long, consistent with the market. It might just be a matter of requiring a little patience,…
The cycle setup is bullish for a few more weeks. That’s consistent with bullish liquidity over the same period. Here are the resistance levels and…
Today’s selloff creates the potential for the development of an ugly top pattern if… Non-subscribers click here for access. Subscribers, click here to download the…
Withholding tax collections boomed in May. Consequently, the US Treasury is flush with cash. This means that T-bill paydowns are likely to hit my previous…
The Treasury supply issue is still favorable for most of June. The Treasury has already resumed paying down T-bills thanks to a huge cash balance…
The latest screens resulted in 87 stocks meeting preliminary buy side criteria versus just 24 on the sell side. That compares with 79 buys and…
There’s plenty of room for doubt in both directions, but cycle projections say one more rally to go before a bigger top begins to form.…