Sitemap - 2023 - Magnelibra Trading & Research

Lets Just call it QT-Lite

Lets Just call it QT-Lite

Negative Carry and Why the FRB Will Cut 300bp Next Year

Basis Trade in the News

Its a Wonderful Central Bank Life

U.S. Banks -Bigger is Apparently Better & Safer

The Vix Pops, Equities Drop and Bonds Well Bid

US Govt 10Y 200bp Undervalued

Making Sense of the Fed Pivot -Audio Cast

MEGA8s New Highs

Thank you to our Subscriber

Making Sense of the Fed Pivot

Is This Capitulation or Powell Allowing Big Funds to Diversify?

FOMC Caves, Powell Looked Defeated

FOMC Leaves Rates Unchanged

SuperCore CPI +0.5%, 4.08% YoY

Big Numbers Coming & QQQ dislocates from Big Tech Names

CPI, PPI and the Fed Meeting This Week

Employment Better Than Expected

All Eyes on Employment Now

Old Post Valuing Bitcoin

Settles and Tracker Updates

Bank Lending Collapsing

Prices A Bit Lofty? Bitcoin Breakout

Nasdaq Toppy??? Bond Cash Overvalued?

December Financials Roll

Final Stretch of 2023

Nvidia Lower Post Earnings

LEI Continues to Collapse Equities Don't Care

Argentina Election Upset and Altman out at OpenAI

QT Being Offset by RRP Drain

SP500 vs Nasdaq Spread Chart

Soft CPI Drives Equities and Bonds Higher

US Downgrade Seems Irrelevant

30Y US Treasury Auction Wipe Out

Berkshire Cash Hoard

Bonds Hit Value Area

Apple and NFP Misses

Risk On, Apple Today

November Kicks Off with FOMC

Treasury Borrowing & Excess Savings Data

FOMC Week

Futures Positions Tracker Update

GDP 4.9% Higher Than Expected

Google Pounded, Meta Earnings Today

Tech Giant Earnings Today

Duration Extension on All Home Equity

Higher Rates Weighing on Risk

Netflix Blowout After Hours

Yields Continue Higher

QQQs, 10Y Yields All FRB Dependent Now

Tracker Updates

Bank Earnings Not Helping Equities

Yields Higher off CPI Print

CPI Tomorrow and 2Y Notes Put in Ceiling

CPI Tomorrow and 2Y Note Seems Anchored Now

Equities Higher as War Looms

NFP Blowout Who Believes It???

Oil Retreats & Bonds Oversold

Bonds and Equities Dump as Risk Off Continues

Tracker Update Plus Yields vs SPX

Key Technical Month Ahead

Core PCE Falls

Late Day Equity Reversal

Negative Sentiment Rising

Quick updates on Trackers

Market Tops Confirmed

Just the Beginning

Equities Tumble Post FOMC

FOMC Unchanged

Equities Will Require QE in the Future

US Debt Pile $33T

FOMC Week and Tracker Updates

Major Top Still in Play

PBOC Adding Liquidity Again!

CPI Higher -Markets Unfazed

CPI on Tap, Risk Off Today

Tracker Quick Post

Inflation Data This Week -Yen Bottom?

Trading Psychology #2

Bond Curves Flatten Nasdaq

MEGACAPs Safe Haven Again

The Always Changing Landscape

NFP Day - The Bulls vs Bears

Nasdaq > 15500 Ball in Bulls Court Now

Markets Rally and Our Axe to Grind

Bad News is Good News for Risk Again

$256 Billion in US Treasury Auctions

Must Watch Martin Armstrong Interview

Nvidia Closes Unchanged!!! Nasdaq Smacked

Trading 101 -Psychology

Subscriber Tracker Updates

Nvidia Straddle Dead On

Nvidia Options Analysis

Tracker Updates, Nvidia, Jackson Hole

Tracker Updates, Bitcoin, 10Y and More

Fitch Ratings on Unrealized Losses back in April 2022

Risk Off Continues

Tracker Updates and a Tech Chart

Bond Markets Continue to Flatten

Sellers Continue to Dominate

CPI Continues to Fall, Yen?

Risk Off Continues

More Bank Downgrades Nasdaq Sellers

Credit Use Tumbles

Negative Carry

Rotten Apple & Payrolls Begin Descent

Trackers and Earnings Update

Apple Earnings Boom or Doom for Nasdaq

Equities and Big Caps Smashed!

US Debt Downgrade

August is Here & Treasury Refunding Time

Friday's Reversal and a Slew of Technical Charts

BOJ YCC Hint Crushes Markets

Quick Hit

25BP Hike = Greater Risk Free Interest Creation

FOMC Day Is Upon Us

Tracker Update FOMC Begins

Curious Oil Move and Quick Market Update

Last Rate Hike? No Rate Hike?

Real Selling Hits Tesla and the Nasdaq

NQ Getting Hit Hard

Long end Bid, Nasdaq Weak?

CRE Volume Craters & NQ Hits 0.786 Fib

7/17/23 Tracker and Settles

A World Awash in 2 Much DEBT!

Quick Update & Billionaire Wealth +4x

Tracker Updates and 2Y Chart

Quick Update

Soft CPI leads to Risk On

CPI 3.0% Markets Rally

CPI Tomorrow

Yield Curves Strong and MEGACaps Turning?

US 2Y on Fire + Magnelibra Tracker Updates

Quick Update NFPayrolls

FED Minutes Hawkish Tone

We will resume updates shortly

BOJ Time in the Yen?

Lennar Buydowns, Bitcoin S2F and US Yields Higher

QQQ 363 Calls Hedge for MEGA8 Tracker

Mortgage Rates Stay Elevated

Weekend Update Russian Coup or Diversion?

Japanese Inflation Soars Nikkei in Trouble

Powell, LEI and Nasdaq

Bitcoin Enters the Room!

HFT seller in NQ at 1:35 today

June 20 Settles and Update

Nasdaq vs Russell2k @ Decadal Resistance

Curves Continue to Pancake Nasdaq Weaker?

GFBP Tracker Update

Rate Hikes, Rate Cuts, Quad Opts Expiration

FOMC Skips & Curves Adjust

FOMC SKIPs

FOMC Update

PBOC weakening Yuan?

Markets Await FOMC Tomorrow

CPI Below Expectations

Equities Roll and Continue Higher

CPI/FOMC Week

MegaCaps, Bitcoin, Trade Deficits, FRB "skip"

Yield Curves Hit & America Forever Changed

Tesla Moving Up MegaCap Ladder

Join my chat

SEC vs Crypto

NQ Turning, R2K Pops, Settles Update

MegaCap, Daily Settles and the GFBP Tracker

NQ vs 2xRTY Chart

MegaCap Tracker, QQQ Flows and Tech Charts

New Pricing Coming

$173 Billion Bills on Tap!

Risk Assets See 1st Day of Month Buyers

MegaCap Tracker Switching to QQQ Call Hedge

Nasdaq Fails Major Reversal Area

MegaCap Tracker Nvidia $1 Trillion?

End of Month or Change in Flows?

MEGACAPs Continue Higher & Debt Resolution Vote Upcoming

RRP and IORB = Billions/Month in Interest

NVIDIA BLOW OUT EARNINGS

Nasdaq Rare Down Day???

MegaCap Tracker Update

Liquidity Drain Coming? MegaCaps Keep Winning?

Nasdaq Nearing August 2022 Highs

Nikkei Rising Fast

Another Day Another NQ Outperformance

Following the MEGACAP Tracker

Rate Hikes Starting to Weigh in On Consumers

MegaCaps March On, Banks tap BTFP and More

The Only Game In Town

Federal Reserve Base Case Analysis

Share Buybacks Concentrate Wealth

Banking Woes Continue FRB to Raise 25bp

FRB Rate Decision This Week

Strong US Treasury Cash Buyers

Tech is Atlas will Apple Break it Down?

Late Day Treasury Bid

Consolidation or Failed Push Higher

Quick Thoughts

CPI YoY Tumbles, FRB Getting Soft in Minutes

Hedge Funds Selling into Nasdaq Retail Buyers

Economic Numbers Starting to Slide

Yields Falling and FRB Stuck

OPEC Cuts Crude Jumps

Massive Quarter for Equities

Risk On into Quarter End

Ignoring the Warning Signs for Now

Raising Fed Funds and QE Together!

Profit Taking in US Curve & Equities Bid PreFOMC

Coordinated Centralized Banking and UBS/CS Merger

US Yield Curves Continue Strength

FRB Balance Sheet +$142Bn

Credit Suisse Bailout? NQ Safe Haven?

Concentration of RISK

US Yield Curves Blowing Out

Can FDIC Avoid Disaster?

SVB is a Global Issue #Systemic

Silicon VB Steals NFP Stage

Powell, Rates, Curves and More

Powell at Congress Today

SP500 up over 120 ticks off the lows!

Bonds Well Bid into ISM

U.S. Treasury Bonds on Fire vs Short End

Up on Hope, Down on Reality

FOMC Minutes, Inflation, Technical Charts

Got Gold and PPI Hot Markets Not

Markets Await CPI

A Sense of Uneasiness

30Y Auction & Equities Waffle

Stellar US Govt 10Y and Equities Weak

GOOGLE AI Chatbot Glitch Hits NQ

Risk Bets Subtle Accumulation For Now

NFP Breaks Bonds and Stocks

NFP, ISM and Tech Charts

Quick Note on Technicals

FOMC 25bp Powell Nervous

Settlements for Tue January 31st 2023

Risk On pre FOMC

Traders Pare Down Pre-FOMC

Settlements for Mon January 30th 2023

Settlements for Fri January 27th 2023

Settlements for Thu January 26th 2023

Equities Breakout Data Confirming FED Pause

Overnight Equity Weakness Reversed!

Settlements for Wed January 25th 2023

Settlements for Tue January 24th 2023

Settlements for Mon January 23rd 2023

Equities Short Covering Continues

Settlements for Fri January 20th 2023

Nasdaq > 11500

Wayward Equities

Settlements for Thu January 19th 2023

Settlements for Wed January 18th 2023

BOJ No Show & Bonds Bid

Settlements for Tue January 17th 2023

BOJ Meeting This Week

Settlements for Fri January 13th 2023

Settlements for Thu January 12th 2023

CPI On Tap R U READY???

Settlements for Wed January 11th 2023

FAA NOtAm down

Settlements for Tue January 10th 2023

Settlements for Mon January 9th 2023

Profit Taking Pre Powell

ISM Craters and FOMC Never Fooled Econemotions

ISM Cracking

Settlements for Fri January 6th 2023

History Lesson and Technical Charts

Settlements for Thu January 5th 2023

Why Does the Fed Funds Rate Even Matter???

Settlements for Wed January 4th 2023

FOMC Minutes 2pm Est

Settlements for Tue January 3rd 2023

Quick Market Check