Friday, March 17, 2023

#Economy & #Stocks Review #GDP QE is Back

E&S Review
Much of today's economic data, time series officially collected and produced, are highly unreliable. Statisticians employ well-documented techniques such as geometric smoothing, seasonal adjustments, substitution, double counting, and hedonic to adjust economic outcomes as far back as the 1980s. Politicians and central bankers use these techniques for political gain.

Data massaged by statistical techniques (tricks) are revised when nobody is looking, or Administrations or public policies change.

Subscriber Comments

The Economy & Stocks (E&S) Report, a series of videos, provide depth to today's review. The E&S Report should be mandatory for all subscribers.  2023 will be a difficult and volatile year. It leads an important transition to 2024. Investors need to be prepared for 2024.  That's when the crying starts.

The majority never gets timing right. They're bearish when they should be bullish, and vice versa. This is how the game has been played since the inception of markets. The book, Extraordinary Popular Delusions and the Madness of Crowds by Charles Mackay describers the long history of how the majority always becomes the bag holder (see book image). Only the minority survives in this game. The Matrix was designed as a tool to help us separate from the majority. Every subscriber will be taught the skills need to separate from the delusions and madness of crowds.

M1 is highly sensitive to economic activity. It expands and contracts with economic activity. We track economic activity through the Economic Activity Composite (EAC). The EAC, found in lines 99-110 in the Trends Tab of the Matrix, turned higher on March 1.

Today's Review titled "QE is back" shows us how to tune out chatter and follow money. Survivors follow money. What is the invisible hand saying?

Use your Subscription Level Access Code to access the full review.

The ability to track the duration and depth of QE will take on increasing importance in 2023-2024.

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The Matrix provides market-driven trend, cycles, and intermarket analysis.