MBCC TH 4th Nov'25 - "Market breadth weakening, buffer indicator showing highest cash, market starting to roll over, funding spreads blowing out - Houston we have a liquidity problem?"

It is starting to get scary when we get a red flashing sign in the FUNDING MARKETS….what is SOFR and what is driving this and where can the S&P 500 go? Is this like 2008 or 2019?

Equity analysts just don’t get this nor look at it….the MACRO Gods of fate are important here..

WE TELL YOU EXACTLY WHAT WILL HAPPEN IN NEXT WEEK and WHY…most read headlines, media places a random narrative to justify it, but you need to dig deep to see what is driving it..