Tag Archives: Markets

May 25, 2021

Markets

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

Jim Bianco: Jamie Dimon spoke to the ICI conference on May 6. Just saw this. Forget whether I’m a fan of crypto, I’m not. ?There should be legal regulatory tax-related framework, AML, around crypto. It?s now worth $2 trillion. When... Read More

May 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 – May 21st, 2021
Bespoke Commentary

Jim Bianco: Last month the Fed said they had five years to create a digital currency. Today Powell put out this video talking about stablecoins and the Fed will have a report out on it this summer. They are getting... Read More

Markets

Usage of the Fed’s Reverse Repo Facility Ramps Up Again
Posted By Jim Bianco | Featured, Newsclips

Yesterday the Fed took $351 billion in reverse repo from banks and money market funds, the fourth-highest total ever. Why is this happening?... Read More

May 20, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 20th, 2021
Bespoke Commentary

Bloomberg Opinion: Why the Bitcoin Crash Was a Big Win for Cryptocurrencies Jim Bianco – The cryptocurrency market means different things to different people. To many, it represents an object of naked speculation, which consumes almost all the media coverage about the space.... Read More

May 19, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 19th, 2021
Bespoke Commentary

Bianco Research Conference Call: What Is the Market Telling Us About Inflation? Tomorrow, May 20, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting... Read More

May 18, 2021

Markets

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

Jim Bianco: ZeroHedge: Michael Burry Reveals Massive Tesla Short, Huge Inflationary Bet PUT on the TLT 20+ Year TSY bond ETF, equivalent to some 1.266MM shares or $171.5 million CALL on the TBT 20+ Year Treasury Ultrashort ETF, equivalent to... Read More

Markets

Talking Data Episode #54: About the Crypto Selloff
Bespoke Commentary

In today’s installment Jim will give us an update on the Crypto selloff. · Transformative Technologies volatility is different from the S&P 500 · What is Chain Analysis? The full video can be viewed below: An audio-only version can be... Read More

May 17, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 17th, 2021
Bespoke Commentary

Jim Bianco joins Fox Business?s ?Making Money? to discuss Cryptocurrencies with Charles Payne Twitter: Charles V Payne @cvpayne anyone serious about learning and understanding the digital revolution should follow Jim…this was a great discussion…plus next time he will have an... Read More

May 14, 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 – May 14th, 2021
Bespoke Commentary

Bloomberg: The Real Reason Why U.S. Bond Yields Are Stuck Richard Cookson – Here?s a conundrum. Why, when growth and inflation are picking up sharply, are U.S. bond yields stuck at modest levels? Yields on 10-year Treasuries are lower now... Read More

May 13, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 13th, 2021
Bespoke Commentary

Ben Breitholtz: Twitter: Matthew C. Klein @M_C_Klein Don?t Be Fooled by April?s Inflation Jump. It?s Being Driven by Reopening Quirks. <– always worth digging into the data on levels and the attribution tables Tweet Ben Breitholtz: US search activity shows workers... Read More

Markets

The Rise of a Parallel Financial System
Posted By Jim Bianco | Featured, Newsclips

Our latest Bloomberg opinion column about the potential of DeFi and stablecoins... Read More

May 12, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 12th, 2021
Bespoke Commentary

Twitter: GoogleTrends @GoogleTrends #inflation is being searched now more than ever, US Tweet Bloomberg Opinion: A New Global Monetary Order Threatens the Dollar Jim Bianco – The history of modern finance has seen several monetary orders, from the gold standard of... Read More

May 11, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 11th, 2021
Bespoke Commentary

Jim Bianco: Wall Street Journal: Opinion | The Fed Is Playing With Fire Clinging to an emergency policy after the emergency has passed, Chairman Powell courts asset bubbles. Jim Bianco: Seychelles updated their infection rates yesterday. Remember they that have... Read More

May 10, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 10th, 2021
Bespoke Commentary

Wall Street Journal: What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? Greg Ip – While such speculation is often blamed on the Fed, drawing a direct line is difficult. Not so with fiscal stimulus. Jim Bianco,... Read More

May 7, 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 – May 7th, 2021
Bespoke Commentary

Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 1 Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 2 DeFi & Technical Analysis – A Conversation with Jim Bianco Jim Bianco: As it stands, Eurodollar futures — which are priced off... Read More

Markets

SPACs Takes a Breather in April
Posted By Greg Blaha | Charts of the Week

SPACs pushed the IPO market to new heights the past few quarters, but activity slowed considerably in April.... Read More

Markets

Existing Homes More Expensive Than New Homes
Posted By Greg Blaha | Charts of the Week

In March, existing homes sold for more than new homes for the first time since 2005. This is due to a statistical quirk, however.... Read More

Usage of the Fed’s Reverse Repo Facility Ramps Up Again Posted By Jim Bianco | Featured, Newsclips

The Rise of a Parallel Financial System Posted By Jim Bianco | Featured, Newsclips

SPACs Takes a Breather in April Posted By Greg Blaha | Charts of the Week

Existing Homes More Expensive Than New Homes Posted By Greg Blaha | Charts of the Week

Usage of the Fed’s Reverse Repo Facility Ramps Up Again
Posted By Jim Bianco | Featured, Newsclips

The Rise of a Parallel Financial System
Posted By Jim Bianco | Featured, Newsclips

SPACs Takes a Breather in April
Posted By Greg Blaha | Charts of the Week

Existing Homes More Expensive Than New Homes
Posted By Greg Blaha | Charts of the Week