M2 - Monetary PolicyFurther Expansion is ahead.
Price Instability.
A Macro Environment unseen in Centuries.
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Longer-Term the Trend is clear, M2 never recedes
it only expands.
Timing the next move in Equities... will be tied to
later moves far higher.
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Probability - 100%
The Dow has Extensions to 62,200.
Something to Consider
M2SL trade ideas
Growth Cycle Analysis of USD Supply.This is not entirely about a trade, moreso a thought experiment of the future to come.
After the great 2020 coof liquidity crisis a brief and severe expansion of the monetary supply occurred in order to bail out the entire economy. This seems to be followed by an equivalent expansion rate mirrored by the 1971 expansion. The marked difference this time is that the interest rate is 0. To reign this in would require negative rates, or capital controls, AND a major collapse (which I do not think will be permitted).