Charts of the Week
Weekly Research Roundup
December 10, 2021
Some interesting charts from our recent posts
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Page 379 of 3385Media & Communications
Bespoke Commentary from Bianco Research – December 9th, 2021
December 9, 2021
Jim Bianco: Regarding CPI, the consensus is CPI = 0.7% Core CPI = 0.5% YoY CPI =6.8% YoY Core CPI =4.9% Essentially get ready for 7% and 5% inflation tomorrow. This past spring, mainstream economists thought such YoY numbers were impossible. After all, inflation was transitory, and only a base effect was causing it to… Continue reading Bespoke Commentary from Bianco Research – December 9th, 2021
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Quick Comments/What We’re Reading
December 9, 2021
Today's topics include interpreting the yield curve, the supply/demand imbalance, all eyes on the Fed's dot plots next week, a wide range of 2022 forecasts, a covid update, stock pickers' time to shine in 2022?, life insurers' payouts in 2020, and bitcoin's hash rate recovers from China's miner crackdown
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Cartoons
December 9, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – December 8th, 2021
December 8, 2021
Jim Bianco Live (Macro And Political Implications Of Omicron) – Rebel Capitalist Jim Bianco: The story continues to be the relentless rise in short-rates. And how the market almost as a March rate hike prices and a fourth rate hike in Feb 2023 priced in. (both are getting close to 50%) I keep pointing this… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – December 8th, 2021
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Who Will Fix the Shipping Crisis?
December 8, 2021
Container shipping profits are booming. Since the beginning of the pandemic, shipping stock returns are even outpacing bitcoin's returns. So, what incentives do these companies have to fix the shipping crisis?
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Quick Comments/What We’re Reading
December 8, 2021
Today's topics include timing the taper's end & rate hikes, Treasury market issues to ponder as the Fed steps back, rising wages set to continue in 2022, Democrats to go it alone on debt ceiling?, debunking 2022 forecasts, fast stock market recoveries, Europe's energy crunch, and crypto's day in Congress
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Cartoons
December 8, 2021
Newsclips
Another Bad Year for Stock Pickers
December 7, 2021
Stock picking has not worked for at least a decade. Even Warren Buffett can attest to this. 2021 has been no different for stock pickers as the best strategy was buying the S&P 500 and forgetting about it.
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An Update on Cathie Wood & Ark
December 7, 2021
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 have significantly underperformed in 2021. We update their returns and investor flows.
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Quick Comments/What We’re Reading
December 7, 2021
Today's topics include more on the yield curve's extraordinary movements, the virus & inflation, bond market liquidity, series I savings bond issuance skyrockets, quants take on corporate bonds, wealth distribution, China further restricts access to economic data, and NFTs are an insider's game