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Bespoke Commentary from Bianco Research & Arbor Data Science – March 9th, 2022

March 9, 2022

Bloomberg: Powell’s Fed Is Set to Attempt a Rare Soft Landing—in the Fog of War, No Less Rich Miller – In January 2009, Captain Chesley “Sully” Sullenberger safely piloted his crippled US Airways plane to an emergency landing in the frigid waters of the Hudson River, saving all 155 on board. They called it the… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 9th, 2022

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An Update on Traders Versus Buy-and-Hold Investors

March 9, 2022

Investors in allocator funds seem to be sticking to the 2021 mantra 'There is No Alternative'. Trader ETF flows are bouncing around with the market. Neither group appears to have capitulated despite the market heading south.

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Quick Comments/What We’re Reading

March 9, 2022

Today's topics include retail vs. hedge fund flows, accounting for inflation in historical gas price comparisons, El-Erian on the buy-the-dip mentality, more on the strains in energy markets, nickel's giant short squeeze, the housing market remains hot, the return to the office, stagflation concerns rising, tech wreck, and Yellen on Biden's crypto executive order

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Cartoons

March 9, 2022

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Why the Fed Must Hike Aggressively

March 8, 2022

The Fed waited too long to normalize, leaving them with few options. Hiking aggressively to stop inflation and risking a recession/bear market causes less pain than staying too easy in an inflationary environment to protect growth.

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Quick Comments/What We’re Reading

March 8, 2022

Today's topics include Pozsar offers further thoughts on funding stress, the consequences of weaponizing the financial system, a massive battle in the nickel market, wheat market gets volatile, PCE vs. CPI, looking for signs of recession, Shell adopts the "better to ask forgiveness than permission" mantra, stock ratings remain bullish, releasing more oil, and hedge funds' tech bets

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Cartoons

March 8, 2022

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – March 7th, 2022

March 7, 2022

Jim Bianco: I still think US stocks are trading on the hope of a red headline that says some variation of “Putin is dead/out” or “ceasefire.” Hope is not a strategy and the reality is this gets worse before better. I’ve said that when global markets/global economy turn the US stock market is the “slow… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 7th, 2022

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Commodities: Are We Out of Everything?

March 7, 2022

Not only are commodity prices soaring, but they are also trading with record backwardation, signifying critically low inventories are squeezing prices higher.

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DeFi Discussions

March 7, 2022

In the last two weeks, Jim talk about decentralized finance and its future on two different podcasts.

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Quick Comments/What We’re Reading

March 7, 2022

Today's topics include European natural gas prices continue higher, discounted Russian oil, an alternate take on crude oil's surge as a sign of recession, prices at the pump, rising mortgage payments, forecasting inflation, stagflation risks, bearish on the euro, the technicalities of Russian bond payments, Kocherlakota on empty FOMC seats, and pensions' stock allocations

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Cartoons

March 7, 2022