What is the state of the labor market? We must first acknowledge Covid changed things. Remote work is still over one-quarter of the workforce and is not going away.... Read More
Vanguard turned up the heat on the fee war this week, slashing fees on 87 funds.... Read More
As pre-Covid data rolls off the five-year window, the long-term correlation between stocks and bonds is turning higher.... Read More
Bitcoin now accounts for almost two-thirds of the crypto universe.... Read More
Jim Bianco joins Fox Business to discuss the Impacts of Trump Tariffs, Bitcoin & No Landing with Charles Payne.... Read More
The era of TINA (?There is No Alternative?) is over. Stocks will compete with bonds and cash over the next several years.... Read More
DoubleLine Round Table Prime 2025 was held Jan. 9 at DoubleLine?s downtown L.A. office.... Read More
The majority of S&P 500 companies' market capitalization is made up by intangible assets like branding or patents rather than physical assets like buildings or machinery.... Read More
Retirement assets rose by $2 trillion in Q3 2024. ... Read More
The number of homes sold each month has fallen considerably from the January 2021 high. Over the past few months, however, a bit of an uptrend has formed.... Read More
Inflation expectations are rising according to both market measures and public surveys.... Read More
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.... Read More
Equity prices are fully valued, suggesting low future returns. The Fed is cutting rates, yet long-term yields are rising along with inflation fears. The economy remains strong. Given all this, where do bonds fit in a portfolio? Is the 60/40 as we know it dead? ... Read More
Jim Bianco joins Fox Business to discuss the K-Shaped Economy, Stubborn Sticky Inflation & Tariffs with Charles Payne.... Read More
Is the rise in term premium a worrisome risk warning or a return to norms seen pre-QE?... Read More