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Bespoke Commentary from Bianco Research and Arbor Data Science – April 13th, 2021

April 13, 2021

Jim Bianco: Greg (Blaha) has been working to put together charts to understand Cryptos (called “on-chain analysis”) He created this chart … 75% of the addresses (unique accounts) that own Bitcoin have less than $600 (blue). The point of cryptos to democratize finance, and since it is digital there is no minimum, as this chart… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 13th, 2021

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What Will Move Interest Rates?

April 13, 2021

Debt, deficits, and borrowing are exploding higher. Taxes finance less government spending than any time in the past 75 years, yet none of this is impacting bond yields. That leaves inflation.

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Inflation Watch – Crunching the Numbers on Base Effect

April 13, 2021

With base effects taking hold of the year-over-year inflation reading, we offer some perspective on what the next couple months may hold for both CPI and core CPI.

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Quick Comments/What We’re Reading

April 13, 2021

Today's topics include booming used car prices, China's growth & the world economy, how to pay for the pandemic, more on value versus growth, Coinbase could break records, SPAC trouble, banks ready for a boom, explaining volatility, and private lenders are vulnerable

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Cartoons

April 13, 2021

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Q1 2021 Earnings Update: Hopes and Dreams

April 12, 2021

Q1 2021 earnings season starts this week. Earnings are expected to be huge with a 24% growth rate forecasted. This is going to be needed as the S&P 500's valuation is not cheap, already pricing in a big earnings quarter.

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Quick Comments/What We’re Reading

April 12, 2021

Today's topics include all eyes on tomorrow's inflation release, material costs & corporate profits, Yellen's larger role in the economy, taxing foreign profits, Powell's appearance on 60 minutes, European earnings expectations, the European Union, Larry Summers on excessive stimulus, checking in on the backlog at U.S. ports, and Bitcoin vs. other cryptos

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Cartoons

April 12, 2021

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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – April 9th, 2021

April 9, 2021

Ben Breitholtz: Twitter: Ed Bradford @Fullcarry Okay, maybe we shouldn’t read too much into breakevens going forward.  This happened today once an official at the NY Fed announced they could be buying fewer TIPs Tweet Ben Breitholtz:  Twitter: Ben Breitholtz @benbreitholtz Over 70% of variation in US 10y real yields (TIPS) explained by Federal Reserve rhetoric. Measures… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 9th, 2021

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A New U.S. Covid Hotspot – Michigan

April 9, 2021

What derails expectations of booming economic growth in 2021? A resurgence of COVID. Michigan is now the focal point in the U.S. Meanwhile, case counts across the rest of the world have become worrisome again.

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Quick Comments/What We’re Reading

April 9, 2021

Today's topics include tweaking the Fed's reverse repo facility, searching for yield, tracking retail traders, using the blockchain to clear trades, bitcoin vs. gold, measuring stock market valuations, the concept of swing pricing gaining momentum, and bank buffers: do not use in case of emergency

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Cartoons

April 9, 2021