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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – April 26th, 2021

April 26, 2021

Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape Thursday, April 29, 2021 at 9:00 AM CDT (10:00 AM EDT | 7:00 AM PDT | 3:00 PM BST) Cryptocurrencies’ promise extends well beyond Bitcoin as a store of value or speculative vehicle. Smart contracts on the Ethereum blockchain are building a cheap and… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 26th, 2021

Conference Calls

How Cryptocurrencies Could Transform the Financial Landscape

April 26, 2021

A replay of our April 29, 2021 conference call

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Newsclips

Q1 Earnings Update: Boom!

April 26, 2021

Roughly one-quarter of S&P 500 companies have reported earnings, smashing expectations. But does this make the market attractive from a valuation standpoint?

Newsclips

Quick Comments/What We’re Reading

April 26, 2021

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

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Newsclips

Cartoons

April 26, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – April 23rd, 2021

April 23, 2021

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

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Charts of the Week

A Stock Rally That Lifts All Boats

April 23, 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.

Charts of the Week

Traders’ Infatuation With Penny Stocks Cools Down

April 23, 2021

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.

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Charts of the Week

The Correlation Between Stocks & Bonds

April 23, 2021

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.

Charts of the Week

Emerging Market Activity Measures Stall Out

April 23, 2021

Emerging markets' activity measures have stalled over the past month, but advanced economies' activity measures continue higher.

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Charts of the Week

Checking in on Debt to GDP Ratios Across the Globe

April 23, 2021

Pandemic-related stimulus measures have created much higher debt to GDP ratios around the world.

Charts of the Week

Central Banks’ Balance Sheets

April 23, 2021

Updating the growth in central bank balance sheets