Tag Archives: Markets
COVID Counts Reach New Peak in Western Europe
Posted By Jim Bianco
We have argued the rising coronavirus counts in Europe have been a big influence on US stocks' slide lately. The U.S. has not seen a similar magnitude rise yet, but the fear is the US will eventually follow Europe's path.... Read More
A Review of Foreign Net Purchases of U.S. Securities
Posted By Greg Blaha
Foreigners sold a record $54 billion of corporates in July as the dollar's slide continued.... Read More
Retail Options Trading Continues to Rage
Posted By Jim Bianco
As the largest correction since March continues, we are seeing little evidence of options traders exiting their long positions.... Read More
Europe’s Second Wave
Posted By Jim Bianco
COVID-19 cases are rising rapidly in Europe, suggestive of a second wave. Are more lockdowns coming? Is this why markets are stumbling?... Read More
The Bond Market Remains Asleep
Posted By Jim Bianco
It seems nothing moves the bond market anymore. Thank the Fed's massive QE purchases for suppressing interest rates and encouraging investors to reach for riskier alternatives.... Read More
More on Rampant Options Trading
Posted By Jim Bianco
Evidence continues to mount that speculators have piled into the options market.... Read More
Gold in a 60/40 Portfolio?
Posted By Greg Blaha
The 60/40 portfolio has come under fire lately, prompting some managers to question if gold can act as a hedge to stocks.... Read More
Options Traders Doubled Down and Bought Last Week
Posted By Jim Bianco
Overheated speculation in the options market continued last week as retail bought record amounts.... Read More
More on the Election and Options Market Froth
Posted By Jim Bianco
Yesterday Jim was on Bloomberg TV talking about the election and markets. Detailed was the divergence between polls and the betting market along with the heated speculation in the options markets that contributed to the decline of the last few days.... Read More
Options Speculation Is Raging
Posted By Jim Bianco
Speculation with U.S. equity listed options is rampant. Options volume, combined with retail trading volume, might make up as much as 40% of NYSE volume.... Read More
Banks’ Tough Quarter
Posted By Greg Blaha
Q2 was another rough one for banks amidst the lowest net interest margins on record and surging loan loss provisions.... Read More
Tracking the Recovery
Posted By Jim Bianco
The recovery continues but is slowing. Many economic measures remain well below pre-pandemic levels. We see little evidence anyone is returning to the office.... Read More
