Newsclips
Quick Comments/What We’re Reading
June 16, 2021
Today's topics include daily crypto updates, Jamie Dimon on inflation, on Softbank's rise and fall cycle, EU bond sale ban, looking at VIX levels, and the new FTC head
Today's topics include daily crypto updates, Jamie Dimon on inflation, on Softbank's rise and fall cycle, EU bond sale ban, looking at VIX levels, and the new FTC head
Ben Breitholtz: Google Search Activity Shows U.S. Consumers Finally Starting to Moderate Joe Weisenthal – A look at search activity on Google indicates that U.S. consumers may be cooling off a little bit. Ben Breitholtz, a data scientist at Arbor Research, examines Google search activity as a gauge for consumer sentiment. On an episode of… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
Recently there has been a bit of a rotation back to growth stocks, retail favorites, small options trading, tech stocks, and even meme stocks.
Today's topics include all eyes on the Fed this week, EU bonds, the corporate debt boom, Paul Tudor Jones weighs in on the transitory debate, fund managers on the transitory train, money continues to flood the Fed's repo facility, lumber prices coming back to earth, capital expenditures, declining bankruptcies, and hedge funds' crypto exposure
Markets are not factoring in a rise in Covid cases due to a variant. This could be a problem should case counts continue to rise.
Today's topics include interpreting the bond market, timing the taper, wages & inflation, targeting full employment, financing the deficit, Mark Cuban on DeFi & automated market makers, short-sellers in a bull market, and riding the meme craze into the Russell 1000
Jim Bianco was on Bloomberg TV this morning talking about inflation, credit, and the G-7. Forbes: Demand-Driven Price Hikes Are Underway John Mauldin – James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be demand-driven. The fact that a lot of people have a lot of spending money will… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 11th, 2021
Today's topics include the market buys into transitory inflation, servicing debt, real estate is not a bubble, breaking down the labor force, ranking ESG stocks, checking in on the shipping logjam, cryptos' adoption by asset managers, and dollar-hedged yields