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Goldilocks' Correlation Is Still Bullish After All These Years

By Lee Adler, Wall Street ExaminerStock prices are currently right in the middle of the channel surrounding the liquidity line in the Compositite Liquidity Chart (viewable in subscriber version). By this measure the market isn’t overbought, as so many bearish pundits are bellowing. Nor is it oversold. It’s just tracking the growth of systemic liquidity. Not too hot, not too cold, but just right. Goldilocks. ....

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Proof Of How QE Works


Proof Of How QE Works
There’s so much confusion out there about how money gets from the Fed into the stock and bond markets. I see the comments in my Twitter feed. People are clueless. Like how M1 is causal. Or how the Fed pumps money into the banking system and that doubles back somehow to speculative bubbles.
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This post was originally published for Liquidity Trader subscribers last week. I am posting it here in full now for everyone. If you would like to regularly receive and support this research, please subscribe! ....

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The Monster Is In The Room - Commercial Real Estate


I think that if there’s anything that illustrates the head in the sand problem of the banks, it’s this. Commercial real estate (CRE) finance. There’s a monster in the room. All that empty space. No longer income producing.
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I know something about this. I spent 20 years in the business, including from 1988 to 2001 as a commercial property appraiser in South Florida. I went through that bust and saw it all first hand. First, I did work for the property owners, and their lenders. They often wouldn’t pay because I did the analysis and told the truth. They didn’t like that. ....

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Detailed text transcripts for TV channel - FOXNEWS - 20140621:06:08:00

Very forgiving when you lose an email or you lose a document. simply saying oops, we made a mistake. i think when you hold the irs and their commissioners in the same standard they hold the american taxpayers. congressman, nice to see you. good to be with you. explosive hearing. lawmakers pointed out that the irs refused to spend money to upgrade its email system. but, didn t mind spending a $1,000 on a star trek video and joining us our political panel john mccormick wall street examiner. david john, who won what today? the irs did not win. can i say that much. it just defied belief that they lost these emails at this time and the better point i thought was paul ryan. he isn t a guy who gets angry. i covered his career the better part of the past decade. he was really angry answered read to apologize the irs commissioner. and was very smug and self-assured throughout the day. the point that ryan really drove home was that the irs ....

Corrupt Irs , You Didn T , John Mccormick , Email System , Ona Star Trek Video And Joining Us Our Political Panel , Wall Street Examiner , Paul Ryan , He Isn Ta Guy ,