Newsclips
Q4 Earnings Update: Companies Are Beating Expectations
February 10, 2025
Q4 2024 earnings season is past the halfway point. Full-quarter growth has accelerated as companies have beat expectations.
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Quick Comments/What We’re Reading
February 10, 2025
Today's topics include the latest on the tariff wars, a cryptic message on Treasury irregularities discovered by DOGE, inflation expectations, speculators will not be deterred, checking in on sentiment, tracking the debt ceiling x-date, AI investment, and the cost of a penny
Newsclips
Cartoons
February 10, 2025
Media & Communications
Jim Bianco joins Bloomberg Radio to discuss Inflation, Rate Cuts, the 4-5-6 Market, K-Shaped Economy
February 7, 2025
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.
Focused Research
Employment in Pictures – Benchmark Revisions Close Gap Between Establishment & Household Surveys
February 7, 2025
The annual benchmark revisions closed the gap in job growth seen between the household and establishment surveys. The labor market appears quite healthy and the Fed should remain on hold for the foreseeable future.
Newsclips
Quick Comments/What We’re Reading
February 7, 2025
Today's topics include will there be more rate cuts?, dollar strength & Trump, a tough time for first-time homeowners, 60/40 returns, retail dives face first back into big tech, watching yen movements, achieving Scott Bessent's goals, a glimpse into Trump's tax plan, tariffs & trade wars in focus globally, and Deepseek who?
Newsclips
Cartoons
February 7, 2025
Charts of the Week
The Post-Covid Job Market
February 7, 2025
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.
Charts of the Week
The Fee Wars Continue
February 7, 2025
Vanguard turned up the heat on the fee war this week, slashing fees on 87 funds.
Charts of the Week
The Stock/Bond Correlation Since the Covid Shock
February 7, 2025
As pre-Covid data rolls off the five-year window, the long-term correlation between stocks and bonds is turning higher.
Charts of the Week
Bitcoin Dominance on the Rise
February 7, 2025
Bitcoin now accounts for almost two-thirds of the crypto universe.
Charts of the Week
Does Public ‘Innovation’ Investing Still Work?
February 7, 2025
We have argued in the past that Cathie Wood and the ARK ETFs, headlined by ARK Innovation (ARKK), were arguably the most important manager/complex on Wall Street. Keeping up with innovation isn't as easy as it seemed.