Lee AdlerOh What a Tangled Web We Weave When First We Update a Spreadsheet from Fed Data I got into a bit of a pickle this…
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…
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.
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.
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…
First, I want to repeat something I wrote in January: 1/18/21 A while ago I made the huge call that the stock market would follow…
Stock buybacks have been widely reported as being responsible for much of the bull market. That is undoubtedly true. Buybacks reduce the supply of equities,…
What else is new? Tomorrow, the Fed talks. But Fed talk is cheap. The Fed wants you to think that talk – its talk –…
This is what it does. It stops publishing good data, and either substitutes no data, or shitty data.
I rely on the Fed’s weekly data in my research. I want to know what’s going on as close to real time as possible. It’s simple. As traders, we need current data, or as close to current as possible.
The Fed’s new format H6 money supply release is utterly useless. But fortunately, there’s a workaround.
The US Treasury’s attempt to rescue the Treasury market began in mid February. It’s not going well. They’ve managed to stop the hemorrhaging. Prices have…
Last month, I headlined this report, “We Don’t Need No Effin’ Stimmy.” That’s even more true now. Withholding tax collections are skyrocketing. It’s good news…
The bear market in Treasuries that started in August devolved into an outright crash last week. Meanwhile, evidence shows that cash in Primary Dealer accounts…