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Category: 1 – Liquidity Trader- Money Trends

How Fed and Treasury policy, Primary Dealers, real time Federal tax collections, foreign central banks, US banking system, and other factors that affect market liquidity, interact to drive the financial markets. Focus on trend direction of US bonds and stocks. Resulting market strategy and tactical ideas. 4-5 in depth reports each month. Click here to subscribe. 90 day risk free trial!

Danger! Speculative Debt Financing Has Driven The Rally

Lee Adler

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.

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Fed Balance Sheet Bloodletting Ends Early But Now Treasury Will Suck

Lee Adler

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 longer suck, the US Treasury will. It’s no coincidence.

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Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

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Game Over, But Always Look On The Bright Side of Life

Lee Adler

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 will now turn into outflows. And the wave of speculative borrowing that has also fueled the rally looks spent. Either one of those factors alone would end the rallies. If speculators and dealers decide to reduce their leverage exposure, the results will be catastrophic.

But think of the fun you’ll have when you have all that cash to scoop up the bargains that ultimately will come.

These are the facts that led to this conclusion, and the best strategy to capitalize on it.

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Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.

First Month Free and 90 Days Risk Free If You Join Today

Try Lee Adler’s Technical Trader and Liquidity Trader risk free for 90 days! Order before 9:00 PM Pacific Time on Monday, August 5 and get the first month free! If you cancel within 30 days, you will not be charged. 90 day money back guarantee period also applies from the intial signup date. This offer applies to first time subscribers only.

90 day risk free trial offer is for first time subscribers only.

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July Tax Collection Data Still Solid – Aye, There’s The Rub!

Lee Adler

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 tax collection data. The Fed’s rate cut makes no sense from that perspective, or any perspective. Is it the first step to a return to QE?

Subscribers, click here to download the report.

First Month Free and 90 Days Risk Free If You Join Today

Try Lee Adler’s Technical Trader and Liquidity Trader risk free for 90 days! Order before 9:00 PM Pacific Time on Monday, August 5 and get the first month free! If you cancel within 30 days, you will not be charged. 90 day money back guarantee period also applies from the intial signup date. This offer applies to first time subscribers only.

90 day risk free trial offer is for first time subscribers only.

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Into the Deluge – Panic Demand for Bonds Is Madness

Lee Adler

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 buyers are panicking into bonds, a move that they will live to regret, very quickly.

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The Deal Is Done, Get Ready To Rumble

Lee Adler

The debt ceiling deal is done. It only remains for the House and Senate to pass the deals and send it to the White House for signature. That’s due to happen next week.

The time to act is now.

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CORRECTED – Danger! Market Liquidity Is About To Get Very Tight

Lee Adler

Yesterday, I posted this report with the intro from the June report. This version corrects that error. I apologize for the confusion!

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Federal Budget Deficit Simultaneously Stimulating and Eviscerating Won’t End Well

Lee Adler

They kicked the can into July, but it was there for all to see.  Here’s what it means for your investment strategy.

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Stupidity, Greed, and Recklessness Drive Surging Loan Growth

Lee Adler
All charts viewable full size in the report.
All charts viewable full size in the report.

Loan growth is red hot. And it’s all based on speculation. But lenders act as if there’s no risk in all these new loans. Here’s the proof, and what it means.

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Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.

Subscribe by 10 AM Pacific Time Monday, July 15 and get the first month free!

Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

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Wake Up! The Fed Is About to Play a Huge Joke on You

Lee Adler
View charts full size and full resolution in the report.

The joke is on Wall Street, investors, and yes, the Fed itself. But you will be prepared to take advantage because you read this report.

Click here to download the report (Subscribers Only)

Not a subscriber yet? Get this report right now and read Lee Adler’s Liquidity Trader risk free for 90 days! Satisfaction guaranteed or your money back.

Subscribe by 10 AM Pacific Time Monday, July 15 and get the first month free!

Free first month, and 90 day risk free trial offer is for first time subscribers only. Quarterly billing will begin on the 31st day unless you cancel before that date.

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