Lee AdlerThe Fed’s balance sheet shrank sharply over the past 4 weeks. So it’s no surprise that the stock market rally sputtered. But what’s going on…
Primary Dealer positions are record long, record leveraged, and record dangerous. Click here to download the report (Subscribers Only) Not a subscriber yet? Get this…
The Treasury market will look very bullish for a little while. But the aftermath of the forces that look bullish now, will be terrible. Here’s…
The US Treasury is playing games that make the stock and bond markets look good now. But here’s why you’ll be the one stuck with…
Tax collections for April and real time data into early May showed a strong economy until last week. Then something went wrong. Click here to…
Withholding tax collections through May 7 remain strong. Click here to download the report (Subscribers Only) One Month Free Trial and 90 days risk free…
The Composite Liquidity Indicator is back to where it was last February and September. Does it mean the same thing now? Click here to download…
Bank lending slowed in April, but it remains a dangerously hot bubble. Click here to download the report (Subscribers Only) One Month Free Trial and…
Despite the noise about the Fed possibly cutting interest rates this week, the reality of the market says otherwise. If the Fed does cut, it…
Dealer positions look scary. Here’s why, and what to do about it to protect yourself, AND take advantage! Click here to download the report (Subscribers…
Warning signs abound that a cataclysm lies ahead for the Treasury market. It will also infect stocks. Click here to download the report (Subscribers Only)…
Federal tax collection data for March showed modest economic growth but continuing wide Federal budget deficits. An uptick in nominal revenues has reduced Treasury issuance…
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