Lee AdlerThe US economy is going gangbusters, but the Fed has created and is imminently facing the greatest crisis in its history.
Here’s the latest in this ongoing financial soap opera for the ages.
Sell in May and go away? This report tells you why that might be a good idea.
The conditions we were looking for last month have happened. It sets up a perfect storm. But we are ready for it.
The moment of truth has arrived. Are you ready. Here’s what to expect and how to prepare.
This report examines and illustrates the most important line items on the Fed’s weekly balance sheet. It tells you what to look for to recognize when the markets will crash. Because that’s coming.
We approach another debt ceiling drop dead date. The next month is thus fraught with unknowns. It makes projecting our QE and PONTs charts beyond the next two weeks all but impossible. We’ll just have to wait and see along with everybody else. Of course we view the world a little differently than everyone else.
bond prices will head lower. That could set off a firestorm in not only Primary Dealer inventories, but bank long term bond portfolios as well.
bond prices will head lower. That could set off a firestorm in not only Primary Dealer inventories, but bank long term bond portfolios as well.
Apologies for the bad link in this report I posted yesterday! Now corrected! Subcscribers click here to download the complete report. The Fed poured $132…
Subcscribers click here to download the complete report. The Fed poured $132 billion of QE into the accounts of Primary Dealers between October 14 and…
Subcscribers click here to download the complete report. Visibility into the near future has been pretty good lately, so I’ll start with a review of…
Janet Yellen has now confirmed that the Treasury will run out of money in October, as we already knew from our tracking of the data. Congress will be forced to raise the debt ceiling. Treasury supply will mushroom at the same time as the Fed begins to cut its market support operations. The RRP slush fund will affect the timing of the coming disaster. But we know its coming and we have a good idea of when.
Meanwhile the BLS has fomented a completely false picture of inflation. I explain that in this report. It’s blatant.