January 3, 2022

By Nigam Arora & Dr. Natasha Arora

To gain an edge, this is what you need to know today.

Front And Center

Please click here for a chart of the Federal Reserve balance sheet.

Note the following:

• The chart compares the Fed balance sheet (shown in blue) with S&P 500 (SPX shown in green).
• In 2022, investors should keep this chart front and center.
• The chart shows that the stock market has risen with a lag after the rise in the Fed balance sheet. In plain English, the Fed balance sheet is a fancy way of describing money printing.
• The chart shows a massive rise in the Fed balance sheet from under $1 trillion to $8.76 trillion.