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Bespoke Commentary from Bianco Research & Arbor Data Science – March 15th, 2022

March 15, 2022

Jim Bianco: Intraday the the 10-year BE did exceed 3%, but, for now, it has come up just short on a closing basis. Jim Bianco: *SAUDI WEIGHS USING YUAN INSTEAD OF USD FOR CHINA OIL SALES: DJ The Saudis have sold oil only in dollars uninterrupted since the 1960s. The Saudis are angry over the… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 15th, 2022

Newsclips

Stress in the Market

March 15, 2022

With the end of the 'Fed Backstop,' both equity and bond markets are showing increased stress and volatility.

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Newsclips

Quick Comments/What We’re Reading

March 15, 2022

Today's topics include Timiraos on rate hike signaling, the Saudis consider a shift, U.S. stocks vs. European stocks, volatility in China, the nickel market set to reopen tomorrow, more on Russia's potential bond default, 60/40 funds suffer, Chinese lockdowns & the global supply chain, and more sanctions for Russian oligarchs

Newsclips

Cartoons

March 15, 2022

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Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – March 14th, 2022

March 14, 2022

Jim Bianco: The WSJ released its latest poll.  Stop me if you heard this before? Wall Street Journal: Biden, Democrats Lose Ground on Key Issues, WSJ Poll Finds “Voters also gave Democrats poor marks for handling inflation and the economy, which 50% cited as the top issue they want the federal government to address. The… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 14th, 2022

Newsclips

An Update on ARK Returns

March 14, 2022

Cathie Wood and the ARK ETFs, headlined by ARK Innovation (ARKK), are arguably the most important manager/complex on Wall Street. After their outstanding performance in 2020, these funds significantly underperformed in 2021 and have had an abysmal start to 2022. 

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Newsclips

Quick Comments/What We’re Reading

March 14, 2022

Today's topics include rate hike expectations, China locks down, China's stock selloff, more on rising recession odds, older workers take early retirement, global wheat production, energy hedges, hedge funds' crude oil positions, and gauging the odds of Russian default

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Cartoons

March 14, 2022

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Newsclips

Quick Comments/What We’re Reading

March 11, 2022

Today's topics include the odds of recession, more on yesterday's CPI release, delisting Chinese equities, Wall Street pulls plug on Russia, Russian debt maturities, measuring globalization, exposure to Russia, the dollar's reserve status, opinion quickly turns against the LME, and replacing lost Russian oil

Newsclips

Cartoons

March 11, 2022

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Charts of the Week

How a Nickel Becomes a Dime

March 11, 2022

Given the massive short squeeze in the nickel market earlier this week, the metal value in a U.S. nickel is currently near its highest on record and almost worth double its fiat value.

Charts of the Week

A Setback for the Russian Oligarchy

March 11, 2022

Russia's wealthiest individuals have lost a considerable sum of money as a result of sanctions placed on Russia.