Dealer positions look scary. Here’s why, and what to do about it to protect yourself, AND take advantage! 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…
Liquidity Trader – US Treasury Market Trend Supply and Demand
Analysis of new Treasury supply and major demand market segments to estimate market liquidity impacts for bonds and stocks. Resulting market strategy recommendations. Click here to subscribe. Now published at Lee Adler’s Liquidity Trader.
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Liquidity Trader - US Treasury Market Trend Supply and Demand
Beware of these Warning Signals on Treasuries
by Lee Adler • • 0 Comments
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 Adler’s Liquidity Trader tracks and shows you the…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Must Read
Here’s How Light Treasury Supply In April and May Create Selling Opportunities in Bonds and Stocks
by Lee Adler • • 0 Comments
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 Adler’s Liquidity Trader tracks and shows you the…
Liquidity Trader - US Treasury Market Trend Supply and Demand
These Charts Show How Primary Dealers Create Huge Risk as They Get Longer and Longer the Bond Market
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Charts Show Increased Speculative Leverage Driving Rallies in Stocks and Bonds
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Here’s Why Bonds Rallying Despite Burgeoning Supply is Bad News
by Lee Adler • • 0 Comments
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…
Liquidity Trader - US Treasury Market Trend Supply and Demand
This Chart Shows Why Dealer Positions Are a Catastrophe in the Making
by Lee Adler •
The Primary Dealers are in trouble, demonstrably worse trouble than they were in just before the September 2008 stock market crash. 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…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Fed Chairman Chamberlain Appeases Wall Street To Gain Peace in Our Time
by Lee Adler • • 0 Comments
You’re probably dying to know what I think about the FOMC statement and Chairman Pow’s press conference today. OK, maybe not, but this report will tell you why you should not be misled by what went down today. Just as with Neville Chamberlain, this apparent abject surrender to Trump and Wall Street’s threats does not mean…
Liquidity Trader - US Treasury Market Trend Supply and Demand, Liquidity Trader Complete
Party Over – To Print Or Not To Print, That Is the Question Now
by Lee Adler • • 0 Comments
Thanks to the government shutdown (GSD) the Treasury had a few extra shekels lying around this month, and it used those to pay down T-bills. That cash flowed back into the accounts of dealers and investors who held the bills. Enough of them used that cash to buy stocks to foment a meltup. Now that the…
Liquidity Trader - US Treasury Market Trend Supply and Demand
Here’s Why Overloaded Dealers Will Weigh On The Bond and Stock Markets
by Lee Adler • • 0 Comments
Treasury demand trends have looked bullish in the short run, but they’re just laying the seeds of that, “Bullish? Not so much!” hangover. 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…