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November 15, 2023
Fed Hikes are History … FOMO Rally has Begun …
BY BILL GRIFFO November 15, 2023 Hey There Income Hunters, Did you ever see so much excitement over an economic number that was .1% lower than expected? Based on that .1% miss on expectations the market has now removed any chance of more rate hikes … This data is taken from the CME Fed Funds futures market … As you can…
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November 11, 2023
Impact From Last Weeks Bond Disaster
BY BILL GRIFFO November 11, 2023 Hey There Income Hunters, The supply/demand dynamics of US Treasury (UST) bond issuance took a turn for the worse this week … After pretty bad results for the 3-year and 10-year, the 30-year was the worst on record! The Key Signposts for UST Auctions : Tail – which is the difference between the awarded high…
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November 7, 2023
Oil Spillage Gets Serious … Time to Buy?
BY BILL GRIFFO November 06, 2023 Hey There Income Hunters, Nobody should be surprised by the extended drop in oil … Commodities are driven heavily by seasonal flows and Oil traded via the United States Oil Fund (Ticker: USO) is down around 13% from the highs of the year … That matches the seasonal drop, on average, going back 20-years. We are…
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November 6, 2023
Have Stock & Bond Prices Hit Bottom?
BY BILL GRIFFO November 06, 2023 Hey There Income Hunters, Last week’s trade was a change changer for the trade strategy to deploy in the weeks ahead … The key events driving change were … Janet Yellen injecting $14bn into the bond market. Powell not showing the hawkishness of past meetings The bond market putting in…
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November 4, 2023
Did Yellen Pull the Rug on the Dollar?
BY BILL GRIFFO November 04, 2023 Hey There Income Hunters, A couple of legendary traders — Stan Druckenmiller and Paul Tudor Jones — sat down for a chat this week. Here is what was said about Janet Yellen. Stan said: “Janet Yellen was issuing short-term bonds at .15% when she could have issued long-term bonds at 1% … I literally…
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November 1, 2023
Powell Preview – Hand Off to Bond Vigilantes
BY BILL GRIFFO November 01, 2023 Hey There Income Hunters, Powell’s speech today may be more of a hand-off to the Bond vigilante’s than a anything new for Fed policy …. Let’s face it … Powell’s tightening cycle is over … we may hear how the bond market and high rates for longer will continue doing the Fed’s job of…
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October 27, 2023
The Line in the Sand for Next Week
BY BILL GRIFFO October 28, 2023 Hey There Income Hunters, The Bears are breathing heavy on Powell now … This past week was a major turning point … We may be in for a Wile E. Coyote moment as the market will be left in free fall if Powell continues his hawkish rhetoric on Wednesday … Today, I’ll lay out…
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October 24, 2023
Real-Time Option Flow is a Game Changer
BY BILL GRIFFO October 25, 2023 Hey There Income Hunters, What’s it going to be? Are we putting a low in stocks in October which will be followed by a very strong seasonal pattern of stocks higher into year end? Or, is the negative delta notional of option flow that pushed the VIX to $20+…
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October 22, 2023
The Roadmap to Profits This Week
BY BILL GRIFFO October 23, 2023 Hey There Income Hunters, Last week the Powell quote that blew me away was “It’s possible we are going into a more inflationary period, but it’s hard to know.” That was only topped by Yellen with her response to a question posed by SKY news on whether the US can afford another war…
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October 20, 2023
Powell Lost His Mind This Week
BY BILL GRIFFO October 21, 2023 Hey There Income Hunters,Powell has not only lost control of the bond market … He has also lost control of his mind.The two statements below blew my mind … In a matter of days he went from saying he will do whatever it takes to get inflation down to 2% to…
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