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The Slush Fund Is Almost Gone 9/17/24

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The Fed's RRP slush fund is now down 90% from its peak levels reached in Q1 of 2023. This month $144 billion has been withdrawn. Soon, the money will be gone. Then what. 

I have forecast the draining of this facility from the time QT began. The Fed created this facility as a place for the excess funds to park, that were created mostly during the period when the debt ceiling was in place and T-bills were being paid down. At the same time, QE was still pumping excess cash into dealer, investor (via MMFs), and bank accounts. A massive tidal wave flowed in reaching $2.5 trillion at peak.

When the debt ceiling was lifted in April 2023, the Treasury began issuing T-bills again, and those holding the RRPs began to withdraw their funds to buy T-bills. This process was predictable and predicted by people paying attention. I was paying attention. 

I had identified this as a slush fund that would be used to support asset prices when the Fed began QT. I warned years ago, that it would be used for that purpose. It has filled that role spectacularly. Now, the end is nigh. I continue to cover that process regularly, with some guesses about what to expect when Doomsday finally arrives. 

Oh, what a surprise. The Fed is about to cut rates. Next, it will end QT. Only question is when they go back to buying all the Treasury issuance again. 

It won't be long until we find out. The Slush Fund is on schedule to reach effective zero, just as I forecast it would, when I forecast. 

I have a new report in process for publication this afternoon (hopefully). Meanwhile, here's the latest. Primary Dealer Clown Show Danger Pales in Comparison to Hedgie Daredevils

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Meanwhile, the uptrend is intact on the hourly chart of the 24 hour ES, S&P 500 futures. The latest 5 day cycle projection of 5655 has been hit. A 2-3 day cycle projection of 5665-75 is still live, but we're splitting hairs. They're testing the all time high as a right. If they break through, strap in for another meltup. And if not, order some maple syrup for the waffles coming to your table. Stock Market Has Perfect Lineup for Fall Classic 

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For moron the markets, see: 

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The Trump golf course in West Palm is about 3 miles from where I used to live. At one corner is a strip joint, T's Lounge. Adjacent to the north side of the golf course is the Palm Beach County Jail. And on the south side of the street is a low income neighborhood. 

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2 hours ago, DrStool said:

The Trump golf course in West Palm is about 3 miles from where I used to live. At one corner is a strip joint, T's Lounge. Adjacent to the north side of the golf course is the Palm Beach County Jail. And on the south side of the street is a low income neighborhood. 

Looks like your old hangout closed many years ago. I just had to look it up.
 

https://www.palmbeachpost.com/story/entertainment/local/2015/06/11/t-s-lounge-strip-club/7226543007/

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4 minutes ago, itiswhatitis said:

Looks like your old hangout closed many years ago. I just had to look it up.
 

https://www.palmbeachpost.com/story/entertainment/local/2015/06/11/t-s-lounge-strip-club/7226543007/

😂😂😂

Never in a million years. That place was notorious. 

What's there now? 

The funny thing is that the prisoners on the upper floors of the jail have a nice view of the golf course. 

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7 hours ago, DrStool said:

A 2-3 day cycle projection of 5665-75 is still live, but we're splitting hairs. They're testing the all time high as a right. If they break through, strap in for another meltup. And if not, order some maple syrup for the waffles coming to your table. 

 

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1 hour ago, Jimbo said:

The us dollar rug pull

Seizing the Russian foreign currency reserves has really put the fire under gold prices.

Does that make it a gold anti rug pull!!!

 

 

Who in their right mind would keep their reserves in the US from now on.  

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