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Bespoke Commentary from Bianco Research and Arbor Data Science – March 15th, 2021
March 15, 2021
Jim Bianco: CoT out for March 9. 2-year large speculators are big-time short. But the 10-year remains neutral (second panel) with asset managers (bottom panel) not at a rare short and hedge funds (third panel) moving aggressively long. To properly compare different contracts across the curve, one must normalize the data to account for duration… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 15th, 2021
Conference Calls
Two Big Macro Trades – Interest Rates & Cryptocurrencies
March 15, 2021
A replay of our March 18, 2021 conference call
Newsclips
Bond Sentiment Still Not Extreme
March 15, 2021
The narrative that the big turn higher in yields has created a large short position is not supported by the latest Commitment of Traders data.
Newsclips
A Third COVID Wave in Europe?
March 15, 2021
Europe has been slow to roll out vaccines and COVID infection counts have been turning higher. The US, UK, and Israel have been more aggressive with vaccine distribution and their infection counts continue to fall.
Newsclips
Quick Comments/What We’re Reading
March 15, 2021
Today's topics include the monetarist case for a return of inflation, the market's view versus the Fed's view, bank profitability, value's outperformance, pushing back on the commodities supercycle, cryptocurrencies, IPOs, the deficit, household savings, spending stimulus checks on stocks, the dollar, and 800 years leading to rates at zero
Newsclips
Cartoons
March 15, 2021
Newsclips
Quick Comments/What We’re Reading
March 12, 2021
Today's topics include ECB vs. Fed policy, more on growth vs. value, still looking for an alternative to bonds in 60/40 portfolio, credit returns in 2021, laundry listing the signs of inflation, households' net worth on the rise , and a seasonality trend in bitcoin?
Newsclips
Cartoons
March 12, 2021
Charts of the Week
Roll Yields Ate Away at Futures’ Returns Over Past Year
March 12, 2021
Roll yields across many commodities have eaten into total returns over the past year to a degree rarely seen.
Charts of the Week
Detailing the Banking Industry’s Profitability
March 12, 2021
Banks' net income increased in the fourth quarter, largely due to a massive reduction in loan loss reserves.
Charts of the Week
Companies Consistently Beat Analysts’ Earnings Estimates
March 12, 2021
With Q4 earnings season coming to a close, we examine the beat rate of S&P 500 stocks versus prior quarters.