Tag Archives: Markets
Markets
Jim Bianco joins Bloomberg Radio to discuss Inflation, Rate Cuts, the 4-5-6 Market, K-Shaped Economy
Jim Bianco joins Bloomberg Radio to discuss Inflation, Rate Cuts, the 4-5-6 Market, K-Shaped Economy
Jim Bianco joins Bloomberg Radio to discuss Sticky Inflation, Rate Cuts, the 4-5-6 Market, Active Management, Earnings & the K-Shaped Economy, Real Yields, Jobs Data, US Dollar with Tom Keene & Paul Sweeney.... Read More
Markets
The Post-Covid Job Market
The Post-Covid Job Market
Posted By Jim Bianco
What is the state of the labor market? We must first acknowledge Covid changed things. Remote work is still over one-quarter of the workforce and is not going away.... Read More
Markets
The Fee Wars Continue
The Fee Wars Continue
Posted By Greg Blaha
Vanguard turned up the heat on the fee war this week, slashing fees on 87 funds.... Read More
Markets
The Stock/Bond Correlation Since the Covid Shock
The Stock/Bond Correlation Since the Covid Shock
Posted By Greg Blaha
As pre-Covid data rolls off the five-year window, the long-term correlation between stocks and bonds is turning higher.... Read More
Markets
Bitcoin Dominance on the Rise
Bitcoin Dominance on the Rise
Posted By Greg Blaha
Bitcoin now accounts for almost two-thirds of the crypto universe.... Read More
Markets
Jim Bianco joins Fox Business to discuss the Impacts of Trump Tariffs, Bitcoin & No Landing
Jim Bianco joins Fox Business to discuss the Impacts of Trump Tariffs, Bitcoin & No Landing
Jim Bianco joins Fox Business to discuss the Impacts of Trump Tariffs, Bitcoin & No Landing with Charles Payne.... Read More
Markets
Conference Call Replay & Notes – The 4-5-6 Markets
Conference Call Replay & Notes – The 4-5-6 Markets
The era of TINA (?There is No Alternative?) is over. Stocks will compete with bonds and cash over the next several years.... Read More
Markets
DoubleLine Round Table Prime 2025: Jim Bianco Highlights
DoubleLine Round Table Prime 2025: Jim Bianco Highlights
DoubleLine Round Table Prime 2025 was held Jan. 9 at DoubleLine?s downtown L.A. office.... Read More
Markets
The Rise of Intangible Assets
The Rise of Intangible Assets
Posted By Greg Blaha
The majority of S&P 500 companies' market capitalization is made up by intangible assets like branding or patents rather than physical assets like buildings or machinery.... Read More
Markets
Retirement Assets Added $2.4T in Q3 2024
Retirement Assets Added $2.4T in Q3 2024
Posted By Alex Malitas
Retirement assets rose by $2 trillion in Q3 2024. ... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes sold each month has fallen considerably from the January 2021 high. Over the past few months, however, a bit of an uptrend has formed.... Read More
Markets
Updating Inflation Expectations
Updating Inflation Expectations
Posted By Jim Bianco
Inflation expectations are rising according to both market measures and public surveys.... Read More
Markets
Rising U.S. Government Interest Costs
Rising U.S. Government Interest Costs
Posted By Greg Blaha
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.... Read More
Markets
Conference Call Replay & Notes – Where Do Bonds Fit in a Diversified Portfolio?
Conference Call Replay & Notes – Where Do Bonds Fit in a Diversified Portfolio?
Equity prices are fully valued, suggesting low future returns. The Fed is cutting rates, yet long-term yields are rising along with inflation fears. The economy remains strong. Given all this, where do bonds fit in a portfolio? Is the 60/40 as we know it dead? ... Read More
