Tag Archives: Markets

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – June 3rd, 2021
Bespoke Commentary

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

Markets

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

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

Markets

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

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 27th, 2021
Bespoke Commentary

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – May 26th, 2021
Bespoke Commentary

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

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

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

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

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

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

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