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.
Liquidity Trader
Technical Trader
Technical Trader
Bulls Come Back to Work
by Lee Adler • • 0 Comments
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.
Gold Mining Stocks Trader
Gold and Mining Stocks Trader
Miners Are Interesting While Boring for Gold
by Lee Adler • • 0 Comments
There are 5 mining picks on our chart list while digging gold patiently. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction of the next big moves in stocks and bonds, just follow the money. Lee…
Lee's Free Thinking
Lee's Free Thinking
Shorts Are Getting Slaughtered
by Lee Adler • • 0 Comments
What’s driving the rally? Lee Adler tells Lindsay Williams what he sees in this interview on Strictly Business.
Lee's Free Thinking
Here’s The Real Reason Why Deposits Have Risen
by Lee Adler • • 0 Comments
Lee's Free Thinking
US Economy Is Collapsing In June, It’s The Virus, Mo Ron
by Lee Adler • • 0 Comments
The data shows that the US economy has been weakening sharply since the beginning of June. That follows May’s dead cat bounce, which Dear Leader Trump and Wall Street had all touted as recovery. Uh… no.
Here’s why.
Lee's Free Thinking
Retail Sales Chart Reality and Rah Rah COVID 19 Superspreader Rallies
by Lee Adler •
The big news this morning was a 17.7% jump in the headline number for retail sales. LOL Enjoy the rally, everyone. The stock market rally that is.
Lee's Free Thinking
These Charts Show COVID 19 Is Spreading in the US and Will Kill the Economy
by Lee Adler • • 0 Comments
The COVID 19 pandemic is, predictably, worsening again in much of the US. Only the Northeast, and to a lesser extent some Midwestern states, have been consistently improving. And that trend could also reverse as those states fully reopen. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to…
News and Opinion
Must Read
The Bubble
by Sven Henrich • • 0 Comments
At this stage market are basically just a liquidity meth lab, an artificial behemoth constructed and subsidized by the Fed stepping in on any downside in markets. Following $3 trillion in liquidity injections […]
Must Read
Welcome Back to the Bull Park, Branch Covidians 7/6/20
by Stool Pigeons Wire at Capitalstool.com • • 0 Comments
In the nime of Jaysus (Powell)! Praise the Load! Burn thine disco inferno. Burn baby burn!
The market is discounting a Biden landslide. Remember two weeks ago. The papers said that the market was selling off because of Biden’s growing lead in the…
Must Read
What Makes You Think the Stock Market Will Even Exist in 2024?
by Charles Hugh Smith • • 0 Comments
Given the extremes of the stock market’s frauds and even greater extremes of wealth/income inequality it has created, tell me again why the stock market will still exist in 2024?When I read a financial pundit predicting a bull market in stocks through …
Must Read
COVID19 Update: US vs EU27
by Constantin Gurdgiev • • 0 Comments
Updating U.S. vs EU27 charts. Main conclusions in the charts, so click to enlarge these:Death rates and deaths: key here, the U.S. is now within four-five days from completely overtaking the EU27 in the number of total fatalities, without even adjustin…
Must Read
COVID19 Update: World Cases and Deaths
by Constantin Gurdgiev • • 0 Comments
No over-the-peak, yet for world cases:Deaths are persistently high, and trending up, and are too far lagged to reflect that last 10 days of massive global uplifts in new cases. 7-days average of deaths is at 4,625, which is 0.62 standard deviations hig…
