We Want Stuff!
Posted By Jim Bianco
Demand is outstripping the supply chain's ability to ship goods.... Read More
Demand is outstripping the supply chain's ability to ship goods.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Kelley Blue Book: Average New Car Sells for Over $45,000 in September Sean Tucker – In September, the average new car in America sold for $45,031.... Read More
The supply chain is running at capacity and cannot keep up with overstimulated demand thanks to fiscal and monetary policy of the last 18 months. This suggests the fix is not expanding supply, which would be hard in the short term, but to raise prices high enough to reduce demand.... Read More
Although Chinese high yield spreads continue to shoot higher, volatility has not followed suit.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Cryptocurrencies with Charles Payne Ben Breitholtz: Soft PPI. Core down to 0.2%, 0.5% was expected. Commodity inflation is slowing... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Financial Times: US bank chiefs confident supply chain disruptions are ?transitory? Imani Moise and James Politi – The widespread supply chain disruptions plaguing manufacturers and retailers... Read More
The recent trends in COVID cases are both encouraging and highlight the confusion about why cases go up and down. This matters a lot for economic growth projections.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco briefly joins ?Kudlow? to discuss the Jobs Report, Fed Taper and Powell?s Renomination Jim Bianco: Ben Breitholtz: NFIB small business survey getting interesting again…... Read More
Decades of poor performance are a loud and definitive market signal that banks have not been a good place for capital. Now with FinTech and Decentralized Finance coming, we do not see their long-term prospects as anything but troubled.... Read More
Sitting at home for a year has changed attitudes about work. This is having a significant impact on the economy. So far, quantifying this has been all but impossible. But 2019 is not returning and Wall Street needs to stop calling for a return to "normal" and start understanding why this is happening.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: The Manheim Index of used cars prices was up over 5% in September to a new high. Used car prices are up 27% over... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Colleague: Customer question: Assuming that the FED announces a taper and begins the process in November, it would make sense that they would have to stick... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Siegel is a perma-bull so for him to get this aggressive is surprising. Forbes: Inflation Alert: Expect Prices To Climb 25% Says Wharton?s Jeremy... Read More
Wall Street continues to underestimate the potential of a technical debt default on U.S. debt. Markets are not prepared for this possibility.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss the Recent Issues at the Federal Reserve & Cryptocurrencies Ben Breitholtz: Still watching the difference in one versus three-month... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Remember the debt ceiling is tied to the infrastructure and (now formerly) $3.5 trillion spending bills. With no deal on these two bills, we... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Global governments (and the aggregate index) having their worst year on record looking back to 1999: Greg Blaha: Energy having its best year since... Read More