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Month: July 2020

Fed Balance Sheet Shrinks, Except Only the Part That Matters

Wall Street media shills have noted that the Fed’s balance sheet has shrunken a bit in recent weeks. Let’s get this out of the way first.

It’s meaningless and temporary. Here’s why, and here’s what really matters.

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Backed By Lansky, Dealers Do Enough To Keep The Players at the Tables

The Meyer Lansky like Fed has cut back QE, but Treasury supply has also receded. So the Fed is still funding most new issuance, either by direct purchase of Treasuries, or indirect funding via purchases of MBS. That has allowed the dealers enough flexibility to keep the players at the gaming tables. Are they being set up for the kill?

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Primary Dealers Deleverage and Grow Cautious

As the Fed has cut back on QE, Primary Dealers have also cut back their inventories of Treasuries and the leverage that they use to finance them. That’s not bullish. Here are the details and a few charts along with a suggested strategy to play the dealers’ game, not the one they want you to play as they set up new traders for the kill.

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Miners Are Interesting While Boring for Gold

There are 5 mining picks on our chart list while digging gold patiently.

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Bulls Come Back to Work

The long holiday weekend has ended and bulls are back at their desks.

Bullish on Biden’s growing lead in the polls, right? Because when the market was going down 2 weeks ago, the papers said that was because the market feared Biden. I guess traders switched sides, because the charts sure look bullish again all of a sudden.

Wow.

Here’s what to look for to signal that this is for real. Along with a few ideas on how to ride it.

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June Swoon

The Treasury’s numbers are in for June and they’re not good. First things first. The BLS jobs data is just BS.

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IF YOU WANT TO KNOW WHAT’S HAPPENIN NOW, before the Street does, read Lee Adler’s Liquidity Trader risk free for 90 days!

Act on real-time reality!

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