Lee AdlerWe have finally seen the effects of the bond market crisis in dealer inventories, and it isn’t pretty. Dealer inventories have plunged by $166.6 billion…
The S&P has now broken through a long term uptrend line that dates from the 2014 peak. All intermediate and short cycles remain in gear…
Oh What a Tangled Web We Weave When First We Update a Spreadsheet from Fed Data I got into a bit of a pickle this…
The good news is that the 13 week cycle up phase now has a projection that indicates some upside. The bad news is that that…
Back on February 5th, I wrote in this report: The withholding data strongly suggests that more stimulus isn’t needed. As vaccine distribution widens, the economy…
The 6 month cycle up phase reasserted itself last week. All of the short term cycles up to 13 weeks resychronized with the 6 month…
The bad news is that the 13 week cycle up phase has been weak, and is on the brink of failure. The worse news is…
We have a darn good idea of when the US Government will run out of money. We know when it will start slamming the market with even more supply. Huge supply. Record supply. The biggest baddest, most persistent tsunami of supply in history.
It will wipe out everything in its path. There will be no escape.
Friday’s rally appears to support that we’re in the early days of a 6 month cycle up phase. We have been expecting it in this…
We have a darn good idea of when the US Government will run out of money. We know when it will start slamming the market with even more supply. Huge supply. Record supply. The biggest baddest, most persistent tsunami of supply in history.
It will wipe out everything in its path. There will be no escape.
While I wish there was a basis for optimism, we need to be realistic. Here’s what needs to happen. Subscribers, click here to download report.…
In the March 21 report on bank deposits I mistakenly posted an old chart from January. Here is the correct chart through March 10 on…