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To: Les H who wrote (27349)	9/17/2022 10:31:16 PM
From: Sam	Read Replies (1) \| Respond to of 29601

Can you give a good explanation of the significance of that? I don't really understand it. The Fed and the bond market are obviously critical to understand the broad moves in the stock market but I never have understood it and have always relied on trying to figure out the fundamentals of individual sectors and companies. Right now, that is far from sufficient!

To: Les H who wrote (27349)	9/22/2022 4:20:22 PM
From: Les H	Read Replies (1) \| Respond to of 29601

Amount in Fed' RRP facility hit a new high 2.359 trillion dollars newyorkfed.org They're paying 0.6 percentage points higher than 30-day t-bills, but roughly the same 3 percent as 30-day commercial paper. I have 8 more days, excluding today, for this peak-to-trough cycle to hit 35 days. I think $SPX is still destined to follow TLT down since the correlation hasn't broken yet. If 1981-82 is a model, it may take a first interest rate cut for bonds and gold to bounce with stocks following within 3 months. Knowing BEA, they'll announce this year's recession in March 2023 as it usually takes them a year waiting for all the data revisions to clear.