Tag Archives: Markets
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 4th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 4th, 2021
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
Markets
Talking Data Episode #60: Payrolls, Inflation and Yields
Talking Data Episode #60: Payrolls, Inflation and Yields
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
Markets
Profiling the Mutual Fund & ETF Universe
Profiling the Mutual Fund & ETF Universe
Posted By Greg Blaha
57% of households owning mutual funds make more than $100k per year.... Read More
Markets
The Divide Between Active and Passive Fund Fees
The Divide Between Active and Passive Fund Fees
Posted By Greg Blaha
Active equity funds continue to charge 10x the fees of passive equity funds.... Read More
Markets
Retirement Assets
Retirement Assets
Posted By Greg Blaha
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
Markets
Government vs. Prime Money Market Funds
Government vs. Prime Money Market Funds
Posted By Greg Blaha
A look at the holdings of government-only money market funds versus prime money market funds... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 3rd, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 3rd, 2021
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
Talking Data Episode #59: Stablecoins – The Most Important Crypto?
Talking Data Episode #59: Stablecoins – The Most Important Crypto?
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
Markets
Inflation Gets Complicated
Inflation Gets Complicated
Posted By Jim Bianco
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – June 1st, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – June 1st, 2021
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
The Stock/Yield Correlation Points to Heightened Inflation Concerns
The Stock/Yield Correlation Points to Heightened Inflation Concerns
Posted By Jim Bianco
The correlation between stock prices and bond yields is turning negative again, pointing to a market worried about inflation.... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – May 28th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – May 28th, 2021
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 from Bianco Research and Arbor Data Science – May 27th, 2021
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
Talking Data Episode #56: A Look at Automated Market Makers
Talking Data Episode #56: A Look at Automated Market Makers
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – May 26th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – May 26th, 2021
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 from Bianco Research and Arbor Data Science – May 25th, 2021
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 from Bianco Research and Arbor Data Science – May 21st, 2021
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