Liquidity Trader

Publisher, Lee Adler's Liquidity Trader, The Wall Street Examiner, and

[Liquidity Trader @Lee_Adler]

I feel like shorting.

[Liquidity Trader @Lee_Adler]

@EndWokeness Hitler won an election. Mussolini won an election. Putin won elections. Napoleon III won an election. Ferdinand Marcos won an election. Not communists.

[Liquidity Trader @Lee_Adler]

@Hedgeye Trailing 12 months expenses per current head count $6.75 million per employee. $12.3 million in contractual expenses per employee over the next 12 months

[Liquidity Trader @Lee_Adler]

@TerseReply @lisaabramowicz1 They can't figure out how to use unreliability. They're cutting headcount because the handwriting is on the wall. Zero growth in end user demand. Eventually contraction.

[Liquidity Trader @Lee_Adler]

@lisaabramowicz1 Capital spending bubbles will do that. How's end user demand going? That's the question. If MSFT is doing so well, why is it offering to cut 60,000 workers. Because AI can do their jobs? You've worked with it. You know that it can't do anything reliably. Ford told the truth.

[Liquidity Trader @Lee_Adler]

@petesena Your defensiveness speaks for itself.

[Liquidity Trader @Lee_Adler]

https://t.co/bU18ms6uMl

[Liquidity Trader @Lee_Adler]

@SoberLook @steve_donze Based on fake earnings. https://t.co/TE3nlHimXW

[Liquidity Trader @Lee_Adler]

Hope Springs Infernal - Old bulls never die. They just rotate away.
https://t.co/PTysr43X0S

[Liquidity Trader @Lee_Adler]

The Real Houses Are Bleeding
And Bessent’s bluff was called. He has no cards
Since my last Primary Dealer position update at the end of August, the research/marketing arms of Goldman, Citi, BofA, UBS, and Morgan Stanley recommended buying Treasuries.
https://t.co/gfNP5PxF6u

[Liquidity Trader @Lee_Adler]

@wolfofwolfst

[Liquidity Trader @Lee_Adler]

@slangwise AI hasn't driven any productivity gains yet. Why would it deliver such gains in the future? It can't even tie its own shoes. Connecting the dots for investors for 26 years at https://t.co/huCcB6z2fD

[Liquidity Trader @Lee_Adler]

@elerianm The Fed does not "set" rates. It rubber stamps the market after the fact. Otherwise the market would stop pretending that the emperor has clothes. 59 years observing. 26 years connecting the dots for investors. https://t.co/huCcB6z2fD

[Liquidity Trader @Lee_Adler]

@AtlantaFed This is oil excess profits. Take that away and adjust for CPI, and the econ is flat. 59 years observing. Connecting the dots online for investors for 26 years. https://t.co/RpQwBEwa6j

[Liquidity Trader @Lee_Adler]

@wlwatts It's the supply, plain and simple. Market can't absorb avg $200B/mo issuance at a stable price. Once the Fed stopped QE, this was baked in. As the deficits have grown, it has gotten worse.
59 years observing, 26 years connecting the dots for investors https://t.co/huCcB6z2fD

[Liquidity Trader @Lee_Adler]

@biancoresearch Longer view. Adjusted for population, over past year growth rate per capita will be around a big fat ZERO.

[Liquidity Trader @Lee_Adler]

@biancoresearch WOW JIM! LOOK AT THAT RESILIENT CONSUMER! TARIFFS, WAR, DEBT, MORE DEBT. ALL BULLISH! https://t.co/huCcB6z2fD

[Liquidity Trader @Lee_Adler]

59 years observing markets and the history of human behavior, 26 years connecting the dots for investors at https://t.co/huCcB6z2fD

[Liquidity Trader @Lee_Adler]

Why are Treasury yields rising? Supply. Private markets can't absorb the constant supply tsunami at stable rates. That won't change until the Fed starts monetizing again. Stay tuned for The Return of the QE Monetization Monster. https://t.co/huCcB6z2fD
26 years connecting dots

[Liquidity Trader @Lee_Adler]

@michaellebowitz The Fed must rubber stamp rate increases that market has already made, lest the naked emperor be revealed. I have helped investors connect the dots for 26 years at https://t.co/huCcB6z2fD