Daily Archives: August 12, 2020

Is this Why the FANGS Have Outperformed the S&P 500 So Much?

Yesterday was a big of a shakeout. The fact is that the Fed balance sheet has flatlined since mid-May. The Fed claims that it is providing $120 billion in liquidity per month… but in reality this has NOT  been the … Continue reading

Posted in Central Bank Insanity | Comments Off on Is this Why the FANGS Have Outperformed the S&P 500 So Much?

How the Play the Next Round of Central Bank Buying

Yesterday was a big of a shakeout. The fact is that the Fed balance sheet has flatlined since mid-May. The Fed claims that it is providing $120 billion in liquidity per month… but in reality this has NOT  been the … Continue reading

Posted in Central Bank Insanity | Comments Off on How the Play the Next Round of Central Bank Buying