Brandon Chapman showed something yesterday that should disturb every trader who thinks they've made money this year.
The S&P 500 is up 13% since April. That's the headline.
Here's the truth:
When you compare the S&P to gold - stripping out dollar devaluation - the market has generated zero real returns since April.
"The fact that GLD shares buy the same amount of the S&P today as it did in April tells you the market's not generated any real return since when? Since April."
All those gains? Dollar debasement. Nothing more.
And Brandon's Ghost Prints console saw this coming in early August when it detected something massive:
100,000 contracts of GLD calls.
"This led off a massive and furious rally in gold. If gold is going up, that means the dollar's going down big time."
Institutions knew Powell would pivot dovish. They positioned accordingly. Ghost Prints caught it - retail traders didn't.
Now we're at another inflection point.
Yesterday's Fed meeting came with 3 dissenting votes - the most divided committee in recent memory. Brandon called it "the most impactful meeting since December 2018."
What happened in December 2018? A 16.5% decline over a quarter-point decision.
"When I talk about today, just realize that this corollary that we're seeing right now has a single direction in terms of the risk here. It's to the downside."
The Fed is now buying $20 billion in short-term treasury bills. They're calling it "not QE" - but it's designed to deliver "QE-like outcomes."
Translation: They're worried about something breaking.
This is exactly what Ghost Prints Weekly was built for.
ONE high-conviction institutional flow signal every week. Not noise. Not opinions. Actual money moving - the 100,000 contract trades, the million-dollar bets, the positioning that happens before headlines hit.
What you get with Ghost Prints Weekly:
✓ ONE high-conviction trade signal every week
✓ Full institutional flow analysis
✓ Specific entry, exit, and risk parameters
✓ Brandon's personal "skin in the game" trades
✓ Works for any account size
Retail tools show you price. Brandon's Ghost Prints shows you what's causing price to move - before it happens.
The GLD call signal in August. The TSM put trade last week. The institutional positioning ahead of yesterday's Fed.
Every major move leaves footprints. Most traders never see them.
Get Brandon Chapman's weekly institutional signal →
One signal. Professional intelligence. Your edge.
Trade well,
Don Kaufman
Chief Market Strategist, TheoTrade
P.S. The last time we saw this setup - divided Fed, "not QE" liquidity injections, stretched valuations - the market dropped 16.5%. Brandon Chapman is watching the institutional flow for the next major move. Get his signal before it happens.
No comments:
Post a Comment