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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!

Beware of Surprises as Withholding Taxes Stay Strong In March

Withholding Tax Chart - Full sized in reportBeware! March withholding tax collections were strong, but excise taxes were weak.
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As Fed Balance Sheet Shrinks, Speculative Bank Lending Soars

The Fed’s balance sheet is shrinking, but bank lending for speculative purposes has soared. That is supporting financial asset price inflation. That’s dangerous. This report shows how it works, and why you should be concerned.

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Federal Tax Receipts and Other Real Time Data Bely the Current Narrative

Withholding Tax Chart - Full sized in reportReal time federal tax receipts and other real time data bely the current bullish narrative. Here’s why the Fed won’t ease policy and why the rally won’t end well.

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These Charts Show How Primary Dealers Create Huge Risk as They Get Longer and Longer the Bond Market

Full sized chart in report. The Primary Dealers continue to carry historically massive net long fixed income positions, purchased with debt, resulting in huge increases in leverage. They are hedging in the futures markets, and have reduced their Treasury longs a bit over the past month. But their overall net long exposure continues to grow. Here’s what history tells us about why that could be a problem. And here’s how you can protect yourself and even take advantage of the fallout.

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Macro Liquidity Indicator Charts Show Rally Not Long For This World

Macro liquidity growth has slowed to a crawl. The Fed and its cohort major central banks are a negative factor on balance. But runaway financial market speculation is driving a big surge in bank lending to finance securities purchases, and that’s providing self-sustaining liquidity. But debt driven trends eventually break badly. This report looks at the keys to showing when this trend is reversing and gives you a strategy for maximizing the current trend.

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Liquidity Trader Grand Opening Special

Lee Adler’s Liquidity Trader is now fully operational. After 18 years, The Wall Street Examiner Pro Trader is now Liquidity Trader. So please put Liquiditytrader.com in your favorites. Meanwhile, you can still read Lee’s Free Thinking and other great independent thinkers, at the Wall Street Examiner.

To mark this official launch I am extending the prelaunch special offer until 11:59 PM Pacific Time, Tuesday, March 19.  Subscribe now for 20% off posted prices. Renewals will be at the discounted rate.  Try Lee Adler’s Liquidity Trader risk free for 90 days! This offer ends March 19.

The order forms show the regular price. Your payment will be adjusted upon order completion. Thank you in advance for trying the service!

Lee

Questions? Contact Me!

Charts Show Increased Speculative Leverage Driving Rallies in Stocks and Bonds

Meanwhile, instead of liquidating other assets to raise the cash to buy new Treasury supply, dealers and other buyers have used up cash and added to their leverage. The rally has been pushed by a massive increase in leveraged speculation. This leaves the markets increasingly vulnerable. Here’s what to look for and how to trade it.

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Here’s Why Bonds Rallying Despite Burgeoning Supply is Bad News

The BLS reported a very weak jobs number this morning. Treasuries are rallying again. How the BLS got that number in the face of surge in withholding tax collections in February is a mystery, but the likely outcome isn’t. Here’s why it’s bad news for both bonds and stocks, along with  a recommendation what to do about 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. Subscribe before March 15 and get 20% off the published price, including all renewals. Subscribe at the published price and your cost will be reduced by 20% upon completion of the order.

Withholding Tax Chart Belies Fed Fears, and Sends A Clear Warning To Bulls

Federal withholding tax collections went through the roof and excise taxes had solid gains in February. Here’s what this means for the economic data ahead, for the markets, and for your portfolio strategy.

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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 before March 15 and get 20% off the published price, including all renewals. Subscribe at the published price and your cost will be reduced by 20% upon completion of the order.

US Investors Should Prepare Now for the ECB’s Monster

The ECB created a monster, and now that monster is chasing it. This report paints the gruesome picture, spells out the implications for you as a US investor, and tells you what to do about 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.