Is the End of Quantitative Tightening Near?

(1/18/24) Texas Weather's extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it about to un-invert? The Fed has a liquidity problem that is rising to the top: There's not enough collateral in the market, and the Fed's is about to take away liquidity: What do they see that we do not? How much leverage is still in the system? Michael's FNMA story; Banks are leveraged 10:1 today, underscoring the importance of overnight markets for survival. The potential of stopping QT to provide needed liquidity. Why interest rates cannot go higher: Too much leverage all the way around. Will the Magnificent-7 ride again? Markets have added 4% in valuations since 2008, but is that sustainable? No one is really willing to pop the leverage bubble. What is going to blow up next?

2:49 - Texas Weather & Boring Markets
14:07 - Is the End of QT Near?
30:05 - Are There Cracks in the Financial System We Cannot See?
44:06 - Will the Magnificent-7 Ride Again?

Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles Mentioned in this Show:
"Q4 Earnings Season Gets Underway With Low Expectations"
https://realinvestmentadvice.com/q4-earnings-season-gets-underway-with-low-expectations/
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