Oh The Games Treasury People Play Now

The markets have done as we expected, but not for the reason we expected. The meltup could have been worse, and may still yet get worse. But the Treasury figured out how to keep new Treasury supply flowing to market even though we’re at the debt ceiling. That slowed the rally.

We’re not sure why they did that, but ours is not to reason why. It’s to know what to do about it. So, here’s how the Treasury did it and why it can’t continue indefinitely. Then I’ll tell you what all that means for your money in the months ahead.

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Lee Adler

I’ve been publishing The Wall Street Examiner and its predecessor since October 2000. I also provide analysis and charts for David Stockman's Contra Corner which I developed for Mr. Stockman. I’ve had a wide variety of finance related jobs in the past 44 years, including a stint on Wall Street in both analytical and sales capacities. Prior to starting the Wall Street Examiner I worked as a commercial real estate appraiser in Florida for 15 years. I also worked in the residential mortgage and real estate businesses in parts of the 1970s and 80s. I have been charting stocks and markets and doing analytical work since I was a teenager. My perspective is not of the Ivory Tower. It is from having my boots on the ground and in the trenches of the industries that I analyze and write about today. 

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