Liquidity

Another bullish sign is huge buildup of cash now sitting on the sidelines earning 0.7% in interest. As investors put this money to work, stocks should move higher.

• Read more

Billion share days, but a dearth of liquidity for institutions, as market makers contract commitments and ECNs fragment the market.

• Read more

Much of the movement in MZM levels is not directly related to Fed policy. Stock market performance may be the primary driver, as investors and institutions move assets between the stock market and cash market.

• Read more

The market mechanism is being increasingly overwhelmed by the sheer size and trading practices of today’s institutional players.

• Read more

How Bush and the boys rescued the banks without busting the FDIC, fiscal responsibility in the 1993 Congress is examined and what the recent surge in commodity inflation means.

• Read more

This morning on television, I heard a Wall Street pundit proclaim that “the stock market has a bottomless pool of liquidity”. No doubt, when investor fear replaces investor greed, you will hear about the stock market being a “bottomless pit”.

• Read more

The stock market might still go higher, but at least some elements of the liquidity thesis are no longer quite as valid as they were even a month or two ago. More and more, the liquidity driven case is narrowing down to the waves of cash rolling across the Pacific.

• Read more

Recently, the majority of questions have, not surprisingly, concerned the liquidity driven market thesis. In second place are questions relating to today’s market and 1929.

• Read more