Show notes: TMSpotlight: 3.18.24 Inflation Has the "Folsom Prison Blues" ---------------------Hello, I’m Jerome Cash I hear inflation comin', it's rolling round the bend.And I ain't seen it tumblin’ since I don't know when.I’m stuck in Biden’s Prison, inflation draggin' on. Biden pushes on demand with old-fashioned Democrat economic policies … [Read more...]
03-11-2024 “We Will Rock You” It’s Another Gold BRIC in the Wall
3-11-24 "We Will Rock You" It's Another Gold BRIC in the Wall ------------------------ BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why hoard Gold? Under Russia’s … [Read more...]
03-11-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 3-11-24 "We Will Rock You" It's Another Gold BRIC in the Wall------------------------BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why hoard Gold? … [Read more...]
03-04-2024 The War Between Bulls and Bears Brings So Many “Questions”
3.04.24 The War Between Bulls and Bears Brings So Many "Questions" --------------------- Why do Bears never get an answer when they're knocking at the door? Because the truth is hard to swallow, that's what the balance war is for.Embrace the balanced war between Bulls and Bears and prepare for a breakthrough. Recent range trading displays the … [Read more...]
02-26-2024 Bears May Find “Trouble Every Day”
2.26.24 Bears May Find "Trouble Every Day" --------------------------------- Well, CASH about to get UPSET From watchin' Jay’s DELAY. He’s checkin' out / the news Until his eyeballs fail to see.On January 31, during Jay Powell's press conference, he said that the committee would begin to explore slowing sales of its Treasury portfolio.Some … [Read more...]
02-19-2024 China on Population, “Take It Easy”
2.19.24 China on Population, "Take It Easy" ---------------------------- Well, we’re buying down the locks. Trying to loosen our loans. Got a world of guidelines on our minds. Let’s look long-term. China’s fertility rate is among the lowest globally. It fell below its replacement rate in 1991. As a result, its population likely will collapse … [Read more...]
03-04-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 3.04.24 The War Between Bulls and Bears Brings So Many "Questions"---------------------Why do Bears never get an answer when they're knocking at the door? Because the truth is hard to swallow, that's what the balance war is for. Embrace the balanced war between Bulls and Bears and prepare for a breakthrough. Recent … [Read more...]
02-26-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.26.24 Bears May Find "Trouble Every Day"---------------------------------Well, CASH about to get UPSET From watchin' Jay’s DELAY. He’s checkin' out / the news Until his eyeballs fail to see. On January 31, during Jay Powell's press conference, he said that the committee would begin to explore slowing sales of its … [Read more...]
02-19-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.19.24 China on Population, "Take It Easy"----------------------------Well, we’re buying down the locks. Trying to loosen our loans. Got a world of guidelines on our minds. Let’s look long-term. China’s fertility rate is among the lowest globally. It fell below its replacement rate in 1991. As a result, its population … [Read more...]
02-12-24 Fed Gives Bears “Just What I (They) Needed”
----------------------- I don't mind correcting here, waiting all the time. Bonds are waiting for the Fed to see inflation crashing down. Massive US debt supports global bank reserves but weakens long-term economic health. Additionally, the decline in the Fed's reverse repo balances put liquidity levels at risk. So, before the Fed eases rates, … [Read more...]
02-12-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.12.24 Fed Gives Bears "Just What I (They) Needed" -------------------------- I don't mind correcting here, waiting all the time.Bonds are waiting for the Fed to see inflation crashing down. Massive US debt supports global bank reserves but weakens long-term economic health.Additionally, the decline in the Fed's … [Read more...]
02-05-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.05.24 When Does A "Zombie" Stop Fighting?------------------------Another model's breakingHard to take it over. The Fed is finished raising rates, yet the fight between the Bond market and the Federal Reserve continues. Bonds see data showing slumping inflation and sagging growth, while the Fed sees firm Jobs and solid … [Read more...]
02-05-24 When Does A “Zombie” Stop Fighting?
----------------------- Another model's breaking Hard to take it over.The Fed is finished raising rates, yet the fight between the Bond market and the Federal Reserve continues. Bonds see data showing slumping inflation and sagging growth, while the Fed sees firm Jobs and solid consumer confidence. Both see the need for US borrowing. But how … [Read more...]
01-29-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 1.29.24 "Break The Rules" To Break The Ice Jam----------------------------Erratic buysBlow our mindsBears feel alright What does mechanical trading, dipping volatility, and bubbling crude tell us? Short-term Treasuries are losing hope in a March ease while the long-end is ambivalent. Bonds like ebbing inflation, but they … [Read more...]
01-29-24 “Break The Rules” To Break The Ice Jam
----------------------- Erratic buys Blow our minds Bears feel alright What does mechanical trading, dipping volatility, and bubbling crude tell us? Short-term Treasuries are losing hope in a March ease while the long-end is ambivalent. Bonds like ebbing inflation, but they wonder about persistent debt-driven growth.The 10-year rate trend … [Read more...]
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