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Updating Unconventional Ideas

May 8, 2015

Comment Yesterday we hosted a conference call titled “Updating Unconventional Ideas”.  The mp3, webcast and handout are below. Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/050715.mp3|titles=Conference Call ] Handout [pageview url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=253″] Webcast [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/050715.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”true” splashimage=”https://www.biancoresearch.com/bianco/wp-content/themes/twentyten/images/splash.jpg” /]

Newsclips

An “Irrational Exuberance” History Lesson And What Does It Means For Yellen

May 8, 2015

“I would highlight that equity-market valuations at this point generally are quite high,” Yellen said in Washington on Wednesday in response to a question at a forum on finance. “Now, they’re not so high when you compare the returns on equities to the returns on safe assets like bonds, which are also very low, but… Continue reading An “Irrational Exuberance” History Lesson And What Does It Means For Yellen

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Newsclips

The Market Reacts To Payrolls With The Lowest Odds Of A 2015 Hike This Year

May 8, 2015

<Click on chart for larger image> The Financial Times – US futures rally after solid jobs data Wall Street stock futures are higher, the dollar is mostly firmer and Treasury yields are lower after data showed the world’s biggest economy creating jobs at a decent pace with little sign of wage inflation.  The US Labor… Continue reading The Market Reacts To Payrolls With The Lowest Odds Of A 2015 Hike This Year

Newsclips

Employment In Pictures

May 8, 2015

The Wall Street Journal – U.S. Adds 223,000 Jobs in April; Jobless Rate Falls To 5.4% U.S. employers resumed a solid pace of hiring last month and the jobless rate fell, priming the economy to snap back from a brutal winter. Nonfarm payrolls grew a seasonally adjusted 223,000 in April, rebounding from a weak March,… Continue reading Employment In Pictures

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Newsclips

Another “Drop Dead” Moment For Greece, And Probably Not The Last

May 8, 2015

The Financial Times – Greek bailout talks near ‘drop dead’ moment There have been so many “make-or-break” moments for Athens since Greece’s debt crisis first shook markets five years ago,that it is difficult to know when things might really break. But this much is clear: unless Greece and its international creditors agree a deal soon… Continue reading Another “Drop Dead” Moment For Greece, And Probably Not The Last

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Yield Volatility

May 8, 2015

<Click on graphic for larger image> The Economist – Bond markets: Reverse speed Bond yields are suddenly rising The reversal seems to be the result of a number of interconnected factors. At the start of 2015, yields were falling because of fears of deflation (linked to a plunge in the price of oil in the… Continue reading Yield Volatility

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Newsclips

Algo Money Managers

May 8, 2015

The Economist – Money management: Ask the algorithm Human wealth advisers are going out of fashion A raft of “automated wealth managers” is now available, on the premise that algorithms can offer sound financial advice for a small fraction of the price of a real-life adviser (see table). With names that suggest a mix of… Continue reading Algo Money Managers

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Talking About Warren

May 8, 2015

The Wall Street Journal – Daniel Loeb Criticizes Warren Buffett, in a Rare Public Swipe Hedge-fund investor Loeb sees a ‘disconnect’ between words and deeds of esteemed Berkshire CEO Daniel Loeb, founder of the $17 billion hedge-fund firm Third Point LLC, took a shot at what he called a “disconnect” between the billionaire investor’s words… Continue reading Talking About Warren

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Cartoons

May 8, 2015

None Today

Newsclips

Updating Unconventional Ideas

May 7, 2015

Comment Today at 9 AM CT (10:00 AM ET, 7:00 AM PT, and 15:00 BST), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. Join us today as we update unconventional ideas: Earnings and Revenue Growth Rates Are Expected To Be Negative. Company Guidance Is Worrisome… Continue reading Updating Unconventional Ideas

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Newsclips

Global Bond Market Rout

May 7, 2015

<Click on chart for larger image> <Click on chart for larger image> The Financial Times – Rising bond yields spark rush for exits Sharply rising long-dated government bond yields are weighing on credit markets, testing the resolve of investors who piled into riskier debt this year as the European Central Bank flooded the financial system… Continue reading Global Bond Market Rout

Newsclips

The Changing Landscape Of Oil Production

May 7, 2015

The Wall Street Journal – Big Oil’s Disruptive Climate Change First, the shale boom, which helped generate the excess supply weighing on prices today, represents a deflationary force. Productivity gains have reduced break-even prices for U.S. oil output, making some shale basins more competitive than traditional sources such as the Gulf of Mexico, the North… Continue reading The Changing Landscape Of Oil Production