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TBL Liquidity Indicator and Money Markets Update: TBL Weekly #161

Repo crisis doomers beware...

Augustine Carrasco

Oct 24

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Dear Readers,

This past week put our indicator to the test in real time, and we identified a signal misalignment, which several astute TBL Pros also noticed—thank you for keeping us accountable.

An important reminder before today’s article: this indicator remains a work in progress. We’re committed to adjusting it immediately if the signal is incorrect in any way, shape, or form. After all, your macro/financial research theses are our priority #1, which sets up a high-quality standard that we must abide by if we want to continue providing research value to all of our TBL Pros. As always, we are grateful for your loyalty and patience.

That said, where does our current liquidity outlook lie?

Is the fiat retirement system sinking? With markets uncertain, layoffs on the rise, and monetary policy shifting, it might be time to rethink how you protect your long-term savings.

On October 28 at 12 PM CT, Mark Moss and Unchained’s Jeff Vandrew will cover:

Why the “illusion of wealth” hides the true weakness of fiat-based retirement accounts
Why bitcoin’s scarcity and growth curve make it the cheat code for retirement planning
How rolling an old 401(k) into a bitcoin IRA could offer tax advantages and help build generational wealth Learn how bitcoin can protect your purchasing power, strengthen your retirement plan, and offer a level of sovereignty no other retirement asset can.

Tuesday, Oct 28 at 12:00 PM CT — online, free to attend.

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TBL Liquidity Indicator

While we tirelessly work in the background to make our TBL Liquidity Indicator actionable in a live environment, the overall cycle itself still allows us to see short-term liquidity movements derived from our TBL Liquidity Index. From the looks of the smoothed blue line, we are on our way to the next short-term trough (perhaps in late November, depending on the price action in the components of our TBL Liquidity Index):...

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