Tag Archives: Markets

July 1, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 1st, 2021
Bespoke Commentary

Ben Breitholtz: Twitter: Joe Weisenthal @TheStalwart IT’S TOTALLY FINE IF THE BOJ MURDERS THE GOVERNMENT BOND MARKET In today’s @markets newsletter, I wrote about why nobody should care when a central bank smothers a sovereign bond market, and eliminates trading or price volatility... Read More

Markets

Cartoons
Newsclips

June 30, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 30th, 2021
Bespoke Commentary

Jim Bianco: This is so true! When was the last time the Fed unveiled a ?tortured? measure of inflation that showed it was rising and a problem? Twitter: Ben Hunt @EpsilonTheory It?s so weird how there?s always a new way to measure... Read More

June 29, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 29th, 2021
Bespoke Commentary

Financial Times: Reflation trade unwind wrongfoots several big-name hedge funds Colby Smith and Laurence Fletcher – Investors are reassessing their commitment to the reflation trade that has captivated Wall Street this year after a hawkish tilt by the US central... Read More

June 28, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 28th, 2021
Bespoke Commentary

Jim Bianco: Speaking on Bloomberg TV, Summers said that ?my guess is that at the end of the year inflation will, for this year, come out pretty close to 5%,? adding that ?it would surprise me if we had 5%... Read More

June 25, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent COT report... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the worker shortage and the end of unemployment benefits Jim Bianco: From Ben Jeffrey of BMO Bloomberg: Sporadic Gasoline Shortages Are Surfacing Across Six U.S. States Jeffrey Bair – Some gasoline stations in... Read More

Markets

The Stock Rotation Since May 17
Posted By Jim Bianco | Featured, Newsclips

The reopening trade of chasing value/financials has rotated out of favor while the speculative growth/technology trade is back in vogue. Investors are turning toward finding unicorns again.... Read More

Markets

Buying vs. Renting
Posted By Greg Blaha | Charts of the Week

Since 2012, homeownership has been a much more profitable proposition versus renting. This has been especially true since the pandemic hit.... Read More

June 24, 2021

Markets

Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue
Posted By Jim Bianco | Featured, Newsclips

In today's installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.... Read More

June 23, 2021

Markets

Talking Data Episode #63: Inflation Set to Peak? Or Will the Confusion Continue?
Bespoke Commentary

Welcome to the latest edition of Talking Data. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science. Today Jim and Ben will give us an update on their views of Inflation. · Manufacturing... Read More

June 22, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 22nd, 2021
Bespoke Commentary

Jim Bianco: *BITCOIN DROPS BELOW $30,000 FOR FIRST TIME SINCE JANUARY This might have something to do with this … Twitter: *Walter Bloomberg @DeItaone USER REPORTS INDICATE BINANCE IS HAVING PROBLEMS – DOWNDETECTOR Tweet BINANCE is the world’s largest centralized crypto exchange. *MICROSTRATEGY... Read More

June 21, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent COT report... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 21st, 2021
Bespoke Commentary

Bankless Podcast Episode #70 – Facing the Frontier | Jim Bianco Bloomberg: Bitcoin Drops as Hashrate Declines With China Mining Crackdown Joanna Ossinger – Bitcoin dropped over the weekend amid a focus on Chinese mine closures and potential regulatory scrutiny.... Read More

June 18, 2021

Markets

Tag Archives: Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 1st, 2021
Bespoke Commentary

Cartoons
Newsclips

Bespoke Commentary from Bianco Research and Arbor Data Science – June 30th, 2021
Bespoke Commentary

Bespoke Commentary from Bianco Research and Arbor Data Science – June 29th, 2021
Bespoke Commentary

Bespoke Commentary from Bianco Research and Arbor Data Science – June 28th, 2021
Bespoke Commentary

Extreme and Popular Charts
COT Update

Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021
Bespoke Commentary

The Stock Rotation Since May 17
Posted By Jim Bianco | Featured, Newsclips

Buying vs. Renting
Posted By Greg Blaha | Charts of the Week

Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue
Posted By Jim Bianco | Featured, Newsclips

Talking Data Episode #63: Inflation Set to Peak? Or Will the Confusion Continue?
Bespoke Commentary

Bespoke Commentary from Bianco Research and Arbor Data Science – June 22nd, 2021
Bespoke Commentary

Extreme and Popular Charts
COT Update

Bespoke Commentary from Bianco Research and Arbor Data Science – June 21st, 2021
Bespoke Commentary

Bespoke Commentary from Bianco Research and Arbor Data Science – June 18th, 2021
Bespoke Commentary

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

Breaking Down Debt in the U.S.
Charts of the Week

Funding Gaps at Public and Private Pensions
Charts of the Week

Defined Benefit Plans Continue to Shrink
Charts of the Week

The Rotation to Growth Stocks Continues
Posted By Jim Bianco | Featured, Newsclips

The Stock Rotation Since May 17 Posted By Jim Bianco | Featured, Newsclips

Buying vs. Renting Posted By Greg Blaha | Charts of the Week

Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue Posted By Jim Bianco | Featured, Newsclips

The Rotation to Growth Stocks Continues Posted By Jim Bianco | Featured, Newsclips

The Stock Rotation Since May 17
Posted By Jim Bianco | Featured, Newsclips

Buying vs. Renting
Posted By Greg Blaha | Charts of the Week

Talking Data #63: Inflation Set to Peak? Or Will the Confusion Continue
Posted By Jim Bianco | Featured, Newsclips

The Rotation to Growth Stocks Continues
Posted By Jim Bianco | Featured, Newsclips