Search
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – May 18th, 2021
May 18, 2021
Jim Bianco: ZeroHedge: Michael Burry Reveals Massive Tesla Short, Huge Inflationary Bet PUT on the TLT 20+ Year TSY bond ETF, equivalent to some 1.266MM shares or $171.5 million CALL on the TBT 20+ Year Treasury Ultrashort ETF, equivalent to 2.536MM shares or $55.1 million CALL on the TTT 20+ Year Treasury Ultrashort ETF, equivalent… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 18th, 2021
Newsclips
About the Crypto Selloff
May 18, 2021
What should we make of the crypto selloff? For now, it is nothing unusual. And it appears to be like many of the other declines in the past, with short-term holders panicking out and long-term holders buying. It could turn into something more. Until/unless it does, this is simply what cryptos do.
Newsclips
TIC Update – Foreigners Bought Record Amount of Treasuries in March
May 18, 2021
Foreigners bought a record $118.79 billion in U.S. Treasuries in March. China led the charge.
Newsclips
Quick Comments/What We’re Reading
May 18, 2021
Today's topics include the K-shaped recovery, corporate default recovery rates, can value stocks be the big thing?, U.K. jobs market better than expected, is the bubble a myth?, demand is stretching supply chains, Reddit reckoning?, thoughts on inflation, the 'Big Short's' Michael Burry places a bet against Tesla, and green assets
Newsclips
Cartoons
May 18, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – May 17th, 2021
May 17, 2021
Jim Bianco joins Fox Business’s “Making Money” to discuss Cryptocurrencies with Charles Payne Twitter: Charles V Payne @cvpayne anyone serious about learning and understanding the digital revolution should follow Jim…this was a great discussion…plus next time he will have an opinion on #PayneCoin Tweet Ben Breitholtz joins TD Ameritrade Network to discuss Search Activity, US… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 17th, 2021
Conference Calls
What Is the Market Telling Us About Inflation?
May 17, 2021
A replay of our May 20, 2021 conference call
Newsclips
Rich Clarida, Call Your Office
May 17, 2021
Federal Reserve Officials utter the word "transitory" every time the subject of inflation comes up. Many measures suggest inflation expectations are rapidly rising. How long can the Fed wait before seeing what the market sees?
Newsclips
Q1 Earnings Update: Records Continue to Be Broken
May 17, 2021
With Q1 2021 earnings season nearing its end, earnings beat even the most optimistic estimates and revenue growth shot higher. Companies are increasing their guidance for coming quarters.
Newsclips
Quick Comments/What We’re Reading
May 17, 2021
Today's topics include the never-ending inflation debate, buybacks setting record pace, economic volatility, another sign of SPAC fever passing?, sizing up the crypto market, grim predictions for the banking industry, and Chinese bond downgrades on the rise