You are a free subscriber to Me and the Money Printer. To upgrade to paid and receive the daily Capital Wave Report - which features our Red-Green market signals, subscribe here. Good morning: I’m on vacation and put this together on the plane… so why dive too deep into things. Momentum remains strong. Insiders aren’t buying much. And some of the F and Graham stocks I discussed are doing well (like FinVolution Group - FINV). Let’s look at the week in review. Monday, July 7 Why the "Melt Up" Narrative is Wrong...I know… I know. The media is talking about a melt-up in the markets. But they’re claiming this is set to happen because of ongoing optimism about rate cuts.
That’s wrong. The real reason why a meltup is likely (over the year ahead) has everything to do with this “quiet” structure in the U.S. Treasury market. Tuesday, July 8 This Time is Different (Volume 246.5.B)Here’s an idea. Instead of Tulips… we will use shadow banks to buy up U.S. Treasury debt to keep this insane scheme moving. The U.S. is now at $37 trillion in debt… and we need a new buyer of U.S. debt. It’s just not who you think it is…
Things are going to get wild… Wednesday, July 9 What the Hell Is That?!? (Vol. 1)What are we talking about here… does Garrett ever take the time to explain the basis of so much alchemy in the financial system? As I hit the road… It’s time to explain…
Today, we start… with leverage. Thursday, July 10 What the Hell is That? Vol. 2...Derivatives… When I went to graduate school the first time, my goal was to be able to explain to my mother what a derivative was in one sentence. It took me two years to get there…
Want to see what I came up with? And to understand how leveraged the system really is? Friday, July 11 What the Hell is That? Vol. 3...Within the second that you’ve executed a trade - a supercomputer and a series of algorithms have burned up enough electricity to take down a Bonnie and Clyde gang member. It’s startling what all the execution does… and the information arbitrage that High Frequency Trading enables…
In an eye opening tale, we breakdown what HFT is and does… and why you need to use limit orders at all times. All right… hope you all have a great weekend. Stay positive, Garrett Baldwin About Me and the Money Printer Me and the Money Printer is a daily publication covering the financial markets through three critical equations. We track liquidity (money in the financial system), momentum (where money is moving in the system), and insider buying (where Smart Money at companies is moving their money). Combining these elements with a deep understanding of central banking and how the global system works has allowed us to navigate financial cycles and boost our probability of success as investors and traders. This insight is based on roughly 17 years of intensive academic work at four universities, extensive collaboration with market experts, and the joy of trial and error in research. You can take a free look at our worldview and thesis right here. Disclaimer Nothing in this email should be considered personalized financial advice. While we may answer your general customer questions, we are not licensed under securities laws to guide your investment situation. Do not consider any communication between you and Florida Republic employees as financial advice. The communication in this letter is for information and educational purposes unless otherwise strictly worded as a recommendation. Model portfolios are tracked to showcase a variety of academic, fundamental, and technical tools, and insight is provided to help readers gain knowledge and experience. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. There are large amounts of risk in the equity markets. Consider consulting with a professional before making decisions with your money.
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