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ANG Traders

Investment Letter
Contributor's Links: ANG Traders
I have degrees in mathematics, science, and education from the University of Toronto. I produce a uniquely independent analysis of the markets, focusing on investor sentiment and the application of MMT. To invest, is to bet on the future and our service informs our members of which future is the ...more
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The Tax Season Will Combine With Other Factors To Weaken Stock Prices
Friday, April 12, 2024 1:03 PM EDT
Financial stress is increasing in the short-term. Inflation is rising year-on-year, causing concern among monetarists. Higher interest rates are positive for stocks.
In this article: SPY
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Models That Are Predicting A Headwind For The Stock Market
Thursday, April 4, 2024 5:30 AM EDT
A stable of proprietary models that track the S&P500 with a high correlation.
In this article: SPX
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Look For The Money Source
Tuesday, February 20, 2024 1:10 PM EDT
Knowing and tracking where the money that drives the economy (and the stock market) comes from is the secret (even though it is an open secret).
In this article: SPY
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If You Like The Dotcom Bull Market, You Are Going To Love The Next Few Years.
Thursday, January 11, 2024 5:45 PM EDT
The conditions are in place for a new tech-driven bull market that will rival the 1990's dotcom bull market.
In this article: SPY, SPX
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Like Amputating Your Toes To Fit Your Shoes
Thursday, November 23, 2023 11:18 AM EDT
Rates are not going higher, inflation is not going to get materially worse, and for the next 6-9 months the economy will not collapse into recession as long as the current fund-flow net-transfer rate is maintained.
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Ignore The Herd's Fear Of The Fed And Of Recession. Focus On The Fund-Flows
Monday, October 30, 2023 10:53 AM EDT
In this piece we remind readers that it is not rates or the Federal Reserve Bank that drives markets, but rather net fund-transfers from the Treasury that fee bull markets.
In this article: IWN, QQQ, SPY, SPX, DIA
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Fear And Loathing Of The Deficit
Monday, October 16, 2023 10:24 AM EDT
Fear of the government deficit is making spending on infrastructure difficult. Austerity murders economies and stock markets.
In this article: SPY, QQQ, IWM, TQQQ, PAVE
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Similar To 2018
Sunday, October 8, 2023 8:20 PM EDT
At the end of 2018, Trump shut down the government for a record 35 days. The lead-up to the 2018 shutdown has several parallels with the current situation.
In this article: SPX, SPY, QQQ, DIA, IWM
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The Government Funds The Economy, Not The Other Way Around
Monday, October 2, 2023 6:11 PM EDT
For the Federal Government to have a balanced budget, they would have to tax back every dollar that they spend, leaving nothing in private bank accounts.
In this article: SPY
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Investor Sentiment And Stock Market Timing
Tuesday, September 19, 2023 2:38 PM EDT
The stock market 'climbs a wall-of-worry'. Sentiment is at fear-levels that correlate with market lows
In this article: SPY, QQQ, IWM, DIA
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The Stock Market Floats On Fund-Flows
Thursday, September 7, 2023 2:00 PM EDT
Fund flows for August were positive, suggesting a potential muted dip in September-October compared to previous years.
In this article: SPY, SPX
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Raising Interest Rates Is Not The Solution To Inflation In The Short-Term. No Recession In 2023.
Thursday, May 11, 2023 2:24 PM EDT
The economy will remain recession-free; notwithstanding a default of the US debt.
In this article: SPY, DIA, QQQ, IWM, SPX
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A Technical Check-Up Of The Stock Market
Tuesday, April 18, 2023 10:54 PM EDT
The S&P 500 is bouncing off the bottom of the latest fractal trading range and is setting up to hit new highs later this year. The very short-term outlook is pointing to market weakness.
In this article: SPY, SPX
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A Shot Of Liquidity
Tuesday, March 28, 2023 10:33 AM EDT
No matter what the semantic arguments are (QE, not QE, reverse QT...), the hard reality is that $400B of encumbered assets were added to the Fed's books at par, and an equal amount of unencumbered money (liquidity) was released into the economy.
In this article: SPY, QQQ, IWM, DIA
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Liquidity Breakout And The Resart Of QE
Friday, March 17, 2023 2:36 PM EDT
The Fed has suddenly ended tightening and restarted easing. The increasing liquidity in the private sector and positive net-transfers from the Treasury will support the stock market. The market is not about to collapse.
In this article: QQQ, SPY, SPX
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Private Debt And Recession In 2023
Monday, January 2, 2023 2:20 PM EDT
The "herd" continues to bleat about how high debt levels will cause a recession in 2023. We disagree. Margin debt and consumer debt are referenced in this bleating. When we look at the "stock" of margin debt in isolation, we see a mountain of debt.
In this article: HYG, SPY
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