Newsclips
DeFi’s Dominance Continues
April 5, 2021
The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.
The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.
A replay of our April 8, 2021 conference call.
Today's topics include reflation, the retail crowd retreats, divergent paths for advanced & emerging economies, reasons not to worry about debt, quantifying the cost of higher corporate tax rates, European bond issuance & spending, and pension funding
MarketWatch: ‘Crypto is going to be the most significant macro event of my career,’ says longtime investment analyst Jim Bianco Howard Gold – Jim Bianco, president of Chicago-based Bianco Research, has been one of the leading independent voices on macro investing strategy over the past three decades. He appears frequently on television, writes a column… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 2nd, 2021
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Private pension funds have much smaller funding gaps than their government counterparts.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Almost 45% of FDIC deposits in the U.S. are uninsured.