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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021

October 4, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Remember the debt ceiling is tied to the infrastructure and (now formerly) $3.5 trillion spending bills.  With no deal on these two bills, we get no debt ceiling hike. Biden saying their is no urgency, then how is the… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – October 1st, 2021

October 1, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Global governments (and the aggregate index) having their worst year on record looking back to 1999: Greg Blaha: Energy having its best year since at least 1984:  Ben Breitholtz:  Table below shows risk-adjusted returns (Sharpe ratios) by asset for… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 1st, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 30th, 2021

September 30, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay – Tapering and Markets The Fed seems intent on announcing its taper at the November 3rd FOMC meeting. What does this mean for markets? And how does inflation, whether temporary or persistent, fit into this? The… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 30th, 2021

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