Tag Archives: Markets
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021
Jim Bianco joins Fox Business to discuss the worker shortage and the end of unemployment benefits Jim Bianco: From Ben Jeffrey of BMO Bloomberg: Sporadic Gasoline Shortages Are Surfacing Across Six U.S. States Jeffrey Bair – Some gasoline stations in... Read More
Markets
The Stock Rotation Since May 17
The Stock Rotation Since May 17
Posted By Jim Bianco
The reopening trade of chasing value/financials has rotated out of favor while the speculative growth/technology trade is back in vogue. Investors are turning toward finding unicorns again.... Read More
Markets
Buying vs. Renting
Buying vs. Renting
Posted By Greg Blaha
Since 2012, homeownership has been a much more profitable proposition versus renting. This has been especially true since the pandemic hit.... Read More
Markets
Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue
Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue
Posted By Jim Bianco
In today's installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.... Read More
Markets
Talking Data Episode #63: Inflation Set to Peak? Or Will the Confusion Continue?
Talking Data Episode #63: Inflation Set to Peak? Or Will the Confusion Continue?
Welcome to the latest edition of Talking Data. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today Jim and Ben will give us an update on their views of Inflation. · Manufacturing... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 22nd, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 22nd, 2021
Jim Bianco: *BITCOIN DROPS BELOW $30,000 FOR FIRST TIME SINCE JANUARY This might have something to do with this … Twitter: *Walter Bloomberg @DeItaone USER REPORTS INDICATE BINANCE IS HAVING PROBLEMS – DOWNDETECTOR Tweet BINANCE is the world’s largest centralized crypto exchange. *MICROSTRATEGY... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 21st, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 21st, 2021
Bankless Podcast Episode #70 – Facing the Frontier | Jim Bianco Bloomberg: Bitcoin Drops as Hashrate Declines With China Mining Crackdown Joanna Ossinger – Bitcoin dropped over the weekend amid a focus on Chinese mine closures and potential regulatory scrutiny.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 18th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 18th, 2021
Jim Bianco: UK cases are up 5x in the last month. Still at a low level from January but heading in the wrong direction. Mario has seen enough, he is now afraid of Carney’s summer holiday in Tuscany. So ….... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans Continue to Shrink
Defined Benefit Plans Continue to Shrink
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
The Rotation to Growth Stocks Continues
The Rotation to Growth Stocks Continues
Posted By Jim Bianco
Bank stocks are stumbling as tech stocks are rallying. The growth/value ratio is reverting away from the reopening trade.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 17th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 17th, 2021
Financial Times: US investors hunt for yield in junk-rated municipal debt Eric Platt and Colby Smith – Investors are pouring into the $4tn US municipal bond market, pushing yields on debt issued by state and local governments across the country... Read More
Markets
Talking Data Episode #62: The Fed Shifts Toward Tightening
Talking Data Episode #62: The Fed Shifts Toward Tightening
Welcome to the latest edition of Talking Data. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today Jim and Ben will give us their thoughts on yesterday?s FOMC meeting. · About Inflation?... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 16th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 16th, 2021
Earlier Jim Bianco joined Charles Payne on Fox Business to discuss the FOMC meeting. Jim Bianco: The Fed “transitory” resolve is weakening? Was zero rate hikes in 2023, now 2 rate hikes in 2023 Ben Breitholtz: OR! could be employment... Read More
Markets
Talking Data Episode #61: DeFi Borrowing & Lending
Talking Data Episode #61: DeFi Borrowing & Lending
Posted By Greg Blaha
Jim and Greg take a look at how decentralized protocols manage to borrow and lend in a permissionless manner.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
Ben Breitholtz: Google Search Activity Shows U.S. Consumers Finally Starting to Moderate Joe Weisenthal – A look at search activity on Google indicates that U.S. consumers may be cooling off a little bit. Ben Breitholtz, a data scientist at Arbor... Read More