WATCH THE NASDAQ & RUSSELL 2000 – TESTING CRITICAL SUPPORT
MM Highlights Key charts
WHY THE FEDERAL RESERVE DOESN’T SEE THE BUBBLE
WHY THE FEDERAL RESERVE DOESN’T SEE THE BUBBLE For those Investment Funds that believe in the validity of the US GDP and also trust the US CPI Inflation measure – then the markets are not in a bubble. This is why the Federal Reserve cannot see that the market is in another historic bubble.
SII FANGS: THERE IS LITTLE DOUBT IT IS SOLELY ABOUT GLOBAL LIQUIDITY FLOWS
SII FANGS: THERE IS LITTLE DOUBT IT IS SOLELY ABOUT GLOBAL LIQUIDITY FLOWS The “big 5” tech stocks, have an uncanny correlation with the size of the consolidated central bank balance sheet.
MAJOR CURRENCY REALIGNMENTS APPEAR UNDERWAY
MAJOR CURRENCY REALIGNMENTS APPEAR UNDERWAY Shift Away from US/Canadian Dollar to Euro/Pound BACKDROP As the MACRO SURPRISE INDEX fell dramatically and aggregate Treasury complex positioning (in 10Y equivalents) shifted back into bearish territory in the last two weeks — The Eurodollar shorts (bets on rate hikes) increased back near record shorts… However, while Eurodollar shorts (rate […]
MORE CONFIRMATIONS THAT CENTRAL BANKERS ARE NOW OPERATING BEHIND THE SCENES
MORE CONFIRMATIONS THAT CENTRAL BANKERS ARE NOW OPERATING BEHIND THE SCENES ALSO READ: WHEN DID THE FED START BUYING EQUITIES? – INDICATIONS ARE WHEN “TAPER” ENDED! EARNING DIVERGENCE At precisely the end of the QE “TAPER” program we again witness another inflection point. This time it is the divergence of the S&P 500 from earnings as […]
KEY FOCUS: WATCH THE RUSSELL FOR THE NEAR TERM END OF THE TRUMP RALLY
KEY FOCUS: WATCH THE RUSSELL FOR THE NEAR TERM END OF THE TRUMP RALLY END OF MEGAPHONE AND INVERSE HEAD & SHOULDERS NET SHORTS OF “SMART MONEY” NOW CONSIDER THIS RUSSELL 2000 MINI FUTURES: Largest Net Short Position Ever! HISTORIC 3-DECADE TRIPLE TOP YOU MAY ALSO WANT TO CONSIDER THIS WE ARE TESTING A 3-DECADE […]
WAITING ON CENTRAL BANK ACTIONS