Conference Calls
How Cryptocurrencies Could Transform the Financial Landscape
April 26, 2021
A replay of our April 29, 2021 conference call
A replay of our April 29, 2021 conference call
Roughly one-quarter of S&P 500 companies have reported earnings, smashing expectations. But does this make the market attractive from a valuation standpoint?
Today's topics include searching for historical comparisons to the current economy, more on higher prices, rising odds of inflation, how will the Fed communicate an eventual taper?, port congestion, SPAC sponsors vs. SPAC investors, and Grayscale trades at a discount
Twitter: Julian Brigden @JulianMI2 In the last 40yrs, the widest spread between PPI and CPI has been 4.4%. Therefore, if the Kansas data is indicative and PPI is heading towards 10%, +5% CPI seems reasonable. Tweet Financial Times: Investors plough money into US inflation-protected bond funds Colby Smith – Funds that hold inflation-protected bonds are enjoying… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 23rd, 2021
Over 90% of S&P stocks are trading above their 50-day moving average, a feat which has only occurred 16 other times since 1990.
The surge in retail trading earlier this year led to an explosion in penny stock trading. As of the end of March, some of that mania has died down.
As inflation continues to be one of the most debated topics in 2021, the correlation between stock and bond returns offers one additional gauge of investors’ thinking.
Emerging markets' activity measures have stalled over the past month, but advanced economies' activity measures continue higher.
Pandemic-related stimulus measures have created much higher debt to GDP ratios around the world.
Updating the growth in central bank balance sheets
A look at four centuries of dividend yields