Tag Archives: Markets

March 14, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 14th, 2022
Bespoke Commentary

Jim Bianco: The WSJ released its latest poll. Stop me if you heard this before? Wall Street Journal: Biden, Democrats Lose Ground on Key Issues, WSJ Poll Finds “Voters also gave Democrats poor marks for handling inflation and the economy,... Read More

Markets

An Update on ARK Returns
Posted By Alex Malitas | Newsclips

Cathie Wood and the ARK ETFs, headlined by ARK Innovation (ARKK), are arguably the most important manager/complex on Wall Street. After their outstanding performance in 2020, these funds significantly underperformed in 2021 and have had an abysmal start to 2022. ... Read More

March 11, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

A Setback for the Russian Oligarchy
Posted By Alex Malitas | Charts of the Week

Russia's wealthiest individuals have lost a considerable sum of money as a result of sanctions placed on Russia.... Read More

Markets

COVID Is a Problem in Asia
Posted By Jim Bianco | Charts of the Week

Asia has seen a spike in COVID infections. While the health consequences are not as dire as in the past, this has still led to a degree of absenteeism in areas that are often considered the beginning of the supply chain.... Read More

March 10, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 10th, 2022
Bespoke Commentary

Jim Bianco: MoM Core was up 0.5%, dead on estimates YoY Core 6.4%, also dead on estimates, up from 6.0% last month Keep in mind … YoY CPI Jan 2021 = 1.4% Feb 2022 = 7.9% The Russia/Ukraine war started... Read More

March 9, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 9th, 2022
Bespoke Commentary

Bloomberg: Powell?s Fed Is Set to Attempt a Rare Soft Landing?in the Fog of War, No Less Rich Miller – In January 2009, Captain Chesley ?Sully? Sullenberger safely piloted his crippled US Airways plane to an emergency landing in the... Read More

Markets

An Update on Traders Versus Buy-and-Hold Investors
Posted By Alex Malitas | Newsclips

Investors in allocator funds seem to be sticking to the 2021 mantra 'There is No Alternative'. Trader ETF flows are bouncing around with the market. Neither group appears to have capitulated despite the market heading south.... Read More

March 8, 2022

Markets

Why the Fed Must Hike Aggressively
Posted By Jim Bianco | Featured, Newsclips

The Fed waited too long to normalize, leaving them with few options. Hiking aggressively to stop inflation and risking a recession/bear market causes less pain than staying too easy in an inflationary environment to protect growth.... Read More

March 7, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 7th, 2022
Bespoke Commentary

Jim Bianco: I still think US stocks are trading on the hope of a red headline that says some variation of ?Putin is dead/out? or ?ceasefire.? Hope is not a strategy and the reality is this gets worse before better.... Read More

Markets

Commodities: Are We Out of Everything?
Posted By Jim Bianco | Featured, Newsclips

Not only are commodity prices soaring, but they are also trading with record backwardation, signifying critically low inventories are squeezing prices higher.... Read More

March 4, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – March 4th, 2022
Bespoke Commentary

Jim Bianco: The Euro is getting crushed 6 month chart of the Euro Euro now under 1.09. It first crossed below 1.10 three hours ago. Biggest 1-day move since March 2020. Dollar soaring/Euro diving. When things “hit the... Read More

March 3, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 3rd, 2022
Bespoke Commentary

Jim Bianco: The last two days the national average price of gasoline has jumped 11 cents. One of its largest jumps in history. The other examples were hurricane breaking infrastructure or Libya going offline. Those past jumps were corrected in... Read More

March 2, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 2nd, 2022
Bespoke Commentary

Bianco Research Conference Call: Economic & Market Implications of Russia?s Invasion of Ukraine Thursday, March 3, 2022 at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will... Read More

March 1, 2022

Markets

Tag Archives: Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 14th, 2022
Bespoke Commentary

An Update on ARK Returns
Posted By Alex Malitas | Newsclips

Extreme and Popular Charts
COT Update

A Setback for the Russian Oligarchy
Posted By Alex Malitas | Charts of the Week

COVID Is a Problem in Asia
Posted By Jim Bianco | Charts of the Week

Bespoke Commentary from Bianco Research & Arbor Data Science – March 10th, 2022
Bespoke Commentary

Bespoke Commentary from Bianco Research & Arbor Data Science – March 9th, 2022
Bespoke Commentary

An Update on Traders Versus Buy-and-Hold Investors
Posted By Alex Malitas | Newsclips

Why the Fed Must Hike Aggressively
Posted By Jim Bianco | Featured, Newsclips

Bespoke Commentary from Bianco Research & Arbor Data Science – March 7th, 2022
Bespoke Commentary

Commodities: Are We Out of Everything?
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

Bespoke Commentary from Bianco Research and Arbor Data Science – March 4th, 2022
Bespoke Commentary

Bespoke Commentary from Bianco Research & Arbor Data Science – March 3rd, 2022
Bespoke Commentary

Bespoke Commentary from Bianco Research & Arbor Data Science – March 2nd, 2022
Bespoke Commentary

Bespoke Commentary from Bianco Research & Arbor Data Science – March 1st, 2022
Bespoke Commentary

Bespoke Commentary from Bianco Research & Arbor Data Science – February 28th, 2022
Bespoke Commentary

Extreme and Popular Charts
COT Update

Alternative Measures of a Hot Housing Market
Posted By Greg Blaha | Charts of the Week

Measuring the Market Decline as Russia Invades Ukraine
Posted By Alex Malitas | Charts of the Week

An Update on ARK Returns Posted By Alex Malitas | Newsclips

A Setback for the Russian Oligarchy Posted By Alex Malitas | Charts of the Week

COVID Is a Problem in Asia Posted By Jim Bianco | Charts of the Week

An Update on Traders Versus Buy-and-Hold Investors Posted By Alex Malitas | Newsclips

Why the Fed Must Hike Aggressively Posted By Jim Bianco | Featured, Newsclips

Commodities: Are We Out of Everything? Posted By Jim Bianco | Featured, Newsclips

Alternative Measures of a Hot Housing Market Posted By Greg Blaha | Charts of the Week

Measuring the Market Decline as Russia Invades Ukraine Posted By Alex Malitas | Charts of the Week

An Update on ARK Returns
Posted By Alex Malitas | Newsclips

A Setback for the Russian Oligarchy
Posted By Alex Malitas | Charts of the Week

COVID Is a Problem in Asia
Posted By Jim Bianco | Charts of the Week

An Update on Traders Versus Buy-and-Hold Investors
Posted By Alex Malitas | Newsclips

Why the Fed Must Hike Aggressively
Posted By Jim Bianco | Featured, Newsclips

Commodities: Are We Out of Everything?
Posted By Jim Bianco | Featured, Newsclips

Alternative Measures of a Hot Housing Market
Posted By Greg Blaha | Charts of the Week

Measuring the Market Decline as Russia Invades Ukraine
Posted By Alex Malitas | Charts of the Week