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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: bull_dozer who wrote (76100)1/25/2023 8:16:18 PM
From: Lee Lichterman III9 Recommendations

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Everything is up. I just finished updating some of my more obscure databases and spreadsheets and I basically came to no conclusion other than the Fed is being called out to see if they are bluffing.
I see no signs of bank stress. The consumer is weakening but nothing to get alarmed about. The economy is slowing but still growing.
The main issue I see is everything is starting to creep up again. Gold is skyrocketing. Silver is back up where it was last spring. Copper is up. Lumber has been recovering the last two weeks (I bought for my project just about perfect, LOL). Housing indicators "might" have bottomed with upticks the last few weeks.
Meanwhile, bond yields are falling, the inversions are getting bigger (the 6 month/10 year is at 1.3 now) and with near zero growth, the market is still priced like we're going to have 6% real GDP growth and huge profit margins.
I figure neutral rate to be around 5.25% but the Fed is saying 5% and the bond market thinks they'll be done after this next hike of 25 bps. The stock market is acting like rates are going to 1% again.
Last thing is TGA is climbing so liquidity should be dropping just at a time when just about every index and major stock is at resistance.
Will we EVER get a fairly priced market or are we going to be in a bubble forever?
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