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Quick Comments/What We’re Reading
July 9, 2021
Today's topics include down go interest rates, stocks react to drop in rates, interest rates & pandemics, timing the taper, the labor market mismatch, studying deficits, frackers take conservative approach, the rise of unicorns, and regulating crypto
Newsclips
Cartoons
July 9, 2021
Newsclips
Quick Comments/What We’re Reading
July 8, 2021
Today's topics include central banks become market whales, fearing inflation, falling yields, discussing the labor market, OPEC to lift prices, back to borrowing, and on crypto scams
Newsclips
Cartoons
July 8, 2021
The game done changed pic.twitter.com/HgJGPdYsKv — litquidity (@litcapital) June 30, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – July 7th, 2021
July 7, 2021
Ben Breitholtz: Investors have jumped head first back into long-term Treasuries (TLT) Ran a little query for what happens to US 30-year bond yields after rolling one-month flows for TLT exceed +2 standard deviations ($2.3 billion). Yields have been higher one month later 83% of the time by a median of +15 bps. Anthony Rizzo:… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 7th, 2021
Newsclips
Quick Comments/What We’re Reading
July 7, 2021
Today's topics include China's crackdown, seeking historical inflation parallels, setting realistic stock return expectations, OECD sees growing divide in workforce, doubting the recovery trade, gas prices expected to continue rising, central bankers remain skeptical on crypto, and CBDCs vs. private digital dollars
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Cartoons
July 7, 2021
Conference Calls
Updating the Debate on Transitory Inflation
July 6, 2021
A replay of our July 8 conference call
Newsclips
Q2 2021 Earnings Update: Hopes and Dreams
July 6, 2021
Q2 2021 earnings season starts this week. Earnings are expected to be huge with a 63% growth rate forecasted over last year's pandemic shutdown. This is going to be needed as the S&P 500’s valuation is not cheap, already pricing in a big earnings quarter.
Newsclips
Quick Comments/What We’re Reading
July 6, 2021
Today's topics include Pozsar warns on repo market, rising rents' effect on inflation, oil & inflation, volatility during the summer, leisure & hospitality jobs, stock vs. bond fund flows, and assessing risk in Defi