Sample Commentary
Charts of the Week

Value Stocks vs. Growth Stocks

Value had a great month or two relative to growth. In the short-term some sort of mean reversal would not be a surprise. However, long-term value has barely begun its retracement of growth's outperformance of the past 15 years.... Read More

Client Conference Calls

What Does The Fed Do Now?

Now that the word transitory has been retired, what does the Fed do next? Do they fight inflation or worry about risk assets? They can't do both at the same time... Read More

Bianco Research Lineup

Newsclips Updating the Market?s Signal to Central Banks As we noted above, short rates continue to send a signal that central banks are behind the curve. Even though the following short rates have pulled back more than those above, we... Read More

Newsclips

Election Day: All Eyes on Virginia

Wall Street is focused on two things, assessing how much fiscal stimulus the economy will get in 2022 and whether the December 3 debt ceiling will be messy. The Virginia gubernatorial election today could be a key factor in assessing these outlooks.... Read More

Charts of the Week – October 22nd, 2021

Topics Include: – Housing Affordability – The Fed?s Footprint as the Taper Nears – DeFi Total Value Locked Back at All-Time Highs – Measuring Regulatory Activity in 2021 – The Fed?s Repo Facility Continues to Attract More Dollars – An... Read More