A Paralyzed Market

Market players are in a state of paralysis, stocks are so strong and so not based on facts, but is their anything that could stop this?

My view, overall availability of cash seems to be in a headwind. Our chart here, which we have posted many times since August 7th, tells the story. Money is moving around, bonds and gold have been under pressure, stocks and commodities have been pushed up on hope of reflation. The net sum is a little below zero at the moment. Updated at noon today CST.

What happens next. My guess, the reflation trade will be refuted.

The promised trading markers section may get posted over the weekend. Things have been a little busy, yard work to do before the coming snow season hits Chicago.