Jim Bianco: Deutsche Bank out with this siren that inflation is not just the biggest story of the year, but the biggest story of the decade! DB – Inflation – The defining macro story of this decade They fear it... Read More
Jim Bianco: Like I?ve often said, the conventional wisdom on Wall Street (seldom correct) is rates only rise for one reason, strong real growth. So break out into a chorus of ?god bless America ? when they do. The shock... Read More
Yellen frames higher rates as a positive that would point to a growing economy. This could also mean higher inflation, however.... Read More
Jim Bianco joins Fox Business?s Charles Payne to discuss Crypto, Inflation and the Payroll Report Ben Breitholtz: Twitter: Dario Perkins @darioperkins Think there are 2 inflation stories. One is about reopening & covid (definitely transitory). The other is about longer term... Read More
Welcome to the latest edition of Talking Data. Today Jim and Ben will discuss the payroll report, what it means for inflation and the outlook for yields. · What did the payroll report tell us? · What does this mean for... Read More
57% of households owning mutual funds make more than $100k per year.... Read More
Active equity funds continue to charge 10x the fees of passive equity funds.... Read More
Over a third of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.... Read More
A look at the holdings of government-only money market funds versus prime money market funds... Read More
Financial Times: ?Kind of crazy?: how the booming US used car market is driving inflation James Politi and Colby Smith – Last month it took Carey Cherner, a 36-year-old used car dealer in Kensington, Maryland, less than 12 hours to... Read More
Welcome to the latest edition of Talking Data. Today Jim will answer the question, ?what is the most important crypto?? Is it stablecoins? · Size and Volume · How Are Prices Pegged? · The Importance of Stablecoins Read More: Stablecoins... Read More
Inflation remains the story of 2021. Is it transitory? Central bankers are not in agreement. We side with those who think inflation is more than transitory.... Read More
Jim Bianco: Bloomberg: U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges Alex Wittenberg – U.S. high-grade bond spreads fell to a 14-year low Friday as investors temper their inflation projections and grow bullish on a reopening economy. This... Read More
The correlation between stock prices and bond yields is turning negative again, pointing to a market worried about inflation.... Read More
Yesterday Jim was the guest on Real Vision?s Daily Briefing with Ed Harrison. They discussed the transitory debate on the inflation front, how the 10-year is the center of the markets, the expectation for more inflation, network effects, meme stocks,... Read More
Jim Bianco delivers long-term bull case for cryptocurrencies CNBC: ?Coins like ethereum are going to be a lot higher way down the road,? market forecaster Jim Bianco says Stephanie Landsman – If you can cope with sharp drops in the... Read More
Our presenters today are Jim Bianco and Greg Blaha of Bianco Research. Today Jim and Greg will take a look at Automated Market Makers. · What Is an AMM? · Determining Prices · AMM Risks · How Big Are AMMs?... Read More
Jim Bianco: Tracking the reopening.By this measure, everyone is reopening except Canada. The UK is now above pre-covid levels. Financial Times: How to defend against inflation? Ben Funnell – Can you remember the last time the US inflation rate exceeded 5 per... Read More