Jan

24

The Fed balance sheet ticks up.

Gary Phillips writes: 

And if institutions are all in, long to the max %tile, there's record low short interest, the Fed is beginning to shrink their balance sheet and buybacks are going dark, who is left to buy?

Market's reaction to the weak unemployment # may just be the beginning of a larger sell off.

Zubin al Genubi writes: 

Add a hundred billion here, a hundred billion there and pretty soon you're talking some real money.


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