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Posted

Is making me wait. This market can't make up its mind. It's too early for a 3 or 5 day cycle low. More work to be done. Likely heading for the Dick Trickle Memorial Point at 5274 this evening. Levels to watch in the meantime, 5248 for spport or breakdown. 5291 for resistance or breakout. 

152rc9

The Treasury supply issue is still favorable for most of June. The Treasury has already resumed paying down T-bills thanks to a huge cash balance and the prospect of a big wave of estimated tax collections on June 15. Non-subscribers, click here for access. 

Subscribers, click here to download the report.

I now estimate that paydowns should rebuild the Fed’s RRP facility to xxxxxxxxxxxxxxxx. That should be enough to last until xxxxxxxxxxxxxxxx. It doesn’t guarantee bullish markets until then, but it’s potential cash flow that will offset ongoing QT until it doesn’t. That should be xxxxxxxxxxxxxxxx at the latest. So enjoy the party while it lasts. Non-subscribers, click here for access. 

Meanwhile the stock market had looked historically overbought versus the level of bank deposits in recent weeks. But it has now blown through that record extreme into a supernova of bullishness. When that finally turns, it should mark the end of this bull run. But we’re not there yet, and there’s no reason to try and anticipate the turn by selling too early. The market will tell us. Meanwhile, I would let xxxxxxxxxxxxx xxxxxxxxxxx. Non-subscribers, click here for access. 

However, the buildup of divergences between liquidity indicators and the direction of asset prices means that when the market finally does give it up, we should believe it. It will be time to sell and sell short, not just wait out the next correction. Non-subscribers, click here for access. 

KNOW WHAT’S HAPPENING NOW, before the Street does, read Lee Adler’s Liquidity Trader risk free for 90 days! Act on real-time reality! 

For moron the markets, see:    

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Posted

In my personal swing trade screens today there were 80 buys of which 13 triggered yesterday, but 5 of those were fixed income ETFs. Uh... no. Nahgahdah.

 

There were 103 sells, but only 5 of those triggered. 

Posted

You don't see that too often. On my feed anyway.  A gap on the ES 1 minute chart between 8:29 an 8:30.  4 points or so. Probably an   error.

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