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. The Fed meets tomorrow. Everyone is watching.A change up to our morning show... as we want to make sure it's a little more evergreen...
Good morning: The Fed meets tomorrow… But everyone is watching the wrong thing. S&P is sitting near 7,200. Oil above $100. Gold above $4,700. The biggest tech earnings week of the year starts tomorrow. And the Federal Reserve is about to announce a rate decision that does not matter. I spent today’s show explaining why. The short version: the Fed is frozen. It can’t cut or hike. Its balance sheet is shrinking. But markets keep going up. How? Because the Treasury took over. And nobody noticed. Today’s Big Idea breaks down the six tools the Treasury uses to inject liquidity without the Fed lifting a finger. TGA drawdowns. Bill-heavy issuance. Volatility-targeting buybacks. And the GENIUS Act, which could create $3 trillion in mandatory demand for government debt. That is more than QE1 and QE2 combined. No FOMC vote required. 
What else you need to know: GOOGL, MSFT, META, and AMZN report tomorrow. AAPL Thursday. $16 trillion in combined market cap. A quarter of the entire S&P. Goldman says hedge funds sold tech at the fastest pace in two years. UBS says the bar is high and positioning is crowded. If they beat, the rally holds. If they miss, 30% of the index reprices at once. Meanwhile, Iran floated a new Hormuz proposal through Pakistan. No deal yet. Brent is still above $100. Powell’s FOMC decision lands tomorrow afternoon. No change expected. But this may be his last meeting as chair. Kevin Warsh is coming, and he wants regime change. Money Printer Pro - 30% Off Stay positive, Garrett 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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