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11/28/2023 - Market Update
A subscriber-only market update. No written summary accompanied this edition; the full discussion is reserved for members. Members11/21/2023 - Market Update
The post-CPI rally carries November's strength toward year-end. This update reads the Daily Treasury Statement's November peak, bank flow data, and the DeepMMT model against the seasonal pattern into December OPEX. MembersMonthly Outlook - December 2023
The December outlook, built on a new tool that sets seasonal fiscal-flow averages against live data. Also here: the 'failed' Treasury auction reconsidered, the Fed as monopoly price-setter, and the redistributive side of rate hikes. MembersIntroducing AppliedMMT
The launch note. An alternative read of the economy and markets, rooted in Modern Monetary Theory and the mechanics of money that conventional narratives overlook — the framework everything published here is built on. FreeNothing matches — clear the filters.
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