Our purpose here is to examine Federal revenues and spending for any sign that the Fed would have any justification for a policy move. And…
The uptrend is particularly hot in loans to non bank financial institutions. That is composed largely of margin and repo loans. It’s clear that this borrowing has been a prime driver of the rallies in stocks and bonds. Live by leverage, die by leverage.
The data shows that the end is nigh.
The Fed has ended its balance sheet bloodletting. QT is kaput. No more “normalization.” Now abnormal is the norm. But while the Fed will no…
Gold is on a roll after its major base breakout. Cycle projections have risen. This report covers the short to long term technical outlook for…
This market doesn’t appear to be in the best setup for a trade. But it could be. Here’s what needs to happen, and what you…
The game is over. The massive liquidity inflows from the US Treasury into dealer accounts that has fueled the stock and bond rallies since March…
Total tax collections rose in July, as did most components, including withholding. If the economy is materially weakening, it’s not showing up in real time…
Gold has broken out of its massive 6 year base pattern. The implications are huge. This report covers the short to long term technical outlook…
The 13 week cycle sell signals from 2 weeks ago finally came to fruition last week. Another great put trade is on the horizon. Technical…
The Treasury paydown game has ended. A deluge of supply is coming. The Fed has panicked, ending its bloodletting program early, and without warning. And…
It’s the short term that’s the problem. I’ve added stops to our last 3 remaining gold mining stock picks on this round of trades, to…
Key cycles that should be in down phases haven’t given ground. That’s often a sign that a breakout is coming. Technical Trader subscribers, click here…