If you haven't read Michael Pento's latest post about the Fed's balance sheet, you really should. In fact, Chris Whalen and the savvy folks over at IRA thought highly enough of it to include it in their newsletter today [1].

There are few better in the banking sector than Whalen's team. That newsletter we link to is free; traders would be wise to take advantage and sign up for it, and to keep an eye on IRA's work.