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What to Expect When You’re Getting Big Returns?
December 10, 2024
It's no secret that equity valuations are stretched. What do high past returns and expensive valuations tell us about future returns?
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Quick Comments/What We’re Reading
December 10, 2024
Today's topics include
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December 10, 2024
pic.twitter.com/joR01sw6ZJ — Peter R Hann Goldbug Weirdo/Silver Affectionado (@PeterRHann1) December 6, 2024
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Quick Comments/What We’re Reading
December 9, 2024
Today's topics include timing the end of QT, next week's FOMC meeting, a sobering note on interest costs from Jeff Gundlach, Trump plans to keep Powell around, grey swans, politics & interest rates, the stock market is still highly concentrated, active ETFs, and bitcoin ETF flows
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December 9, 2024
Media & Communications
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market
December 6, 2024
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market with Jonathan Ferro, Annmarie Hordern & Dani Burger.
Focused Research
Employment in Pictures – All About Revisions
December 6, 2024
Hurricanes and strikes led to an extremely low response rate to the payrolls survey in October. After an additional month to collect data, the response rate is now 92%. While this led to a small positive revision to October employment data, the market was expecting a larger bump.
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Quick Comments/What We’re Reading
December 6, 2024
Today's topics include a more productive economy, US equity inflows bucking global outflow trend, complacency warnings starting, more on the cost of food, the inflation fight isn't over, buyback record, pensions to dip further into PE investments, and on the latest parabolic crypto rally
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December 6, 2024
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Quick Comments/What We’re Reading
December 5, 2024
Today's topics include previewing tomorrow's payrolls report, Fedspeak, bonds as a hedge to stocks, some hope for small cap stocks, the odds of a BoJ hike tumble, more on the partisan nature of business owners/executives, the number of billionaires rises, and another crypto milestone
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December 5, 2024
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Quick Comments/What We’re Reading
December 4, 2024
Today's topics include the OECD's global economic outlook, Fedspeak, the relationship between Treasury yields & relative U.S. stock returns, bullish bond market sentiment, charting tariffs, China's leverage in the tariff war, a bubble checklist, and oil supply & demand