Tag Archives: Markets
Markets
More on Retail Trading
More on Retail Trading
Posted By Jim Bianco
While many are left debating the size and significance of the retail bid, the market does not sell off 6% on merely bad news. These types of daily moves occur when speculative bets reach a fever pitch.... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
Posted By Greg Blaha
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
Posted By Greg Blaha
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Posted By Greg Blaha
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans Continue to Shrink
Defined Benefit Plans Continue to Shrink
Posted By Greg Blaha
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
The Fed Removes Risk From the Rally
The Fed Removes Risk From the Rally
Posted By Jim Bianco
The central bank has fostered an unprecedented amount of risk-taking at the expense of the long-term health of the economy.... Read More
Markets
The Retail Mania Keeps Growing
The Retail Mania Keeps Growing
Posted By Jim Bianco
For weeks we have been detailing the unfolding retail mania in the stock market. It seems to be going to new heights.... Read More
Markets
The Latest on COVID-19 Infections
The Latest on COVID-19 Infections
Posted By Jim Bianco
Worldwide COVID-19 growth is still making new highs. In the United States, Arizona is shaping up as a test case for how to deal with a second wave.... Read More
Markets
COVID-19 Update
COVID-19 Update
Posted By Jim Bianco
The world is not flattening the curve. The U.S. still has hotspots in the southeast and out west.... Read More
Markets
Does the Bond Market Offer Signals Anymore?
Does the Bond Market Offer Signals Anymore?
Posted By Jim Bianco
Is the bond market offering proper signals anymore? Is it a true reflection of market sentiment or a distortion from extreme Federal Reserve policy? ... Read More
Markets
More on COVID Cases and Excess Deaths
More on COVID Cases and Excess Deaths
Posted By Jim Bianco
*While the number of new daily infections is slowing in the U.S., that is not the case worldwide. *Deaths in the U.S. are still far surpassing the total suggested by statistical models during normal periods. *COVID is highly concentrated in large urban areas.... Read More
Markets
Profiling the Mutual Fund & ETF Universe
Profiling the Mutual Fund & ETF Universe
Posted By Greg Blaha
53% 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
Yield Curve Control Is Already Here
Yield Curve Control Is Already Here
Posted By Jim Bianco
The Fed may be debating yield curve control, but the market is acting as though it already started. The Fed's massive purchases of bonds over the last ten weeks is shrinking the size of the bond market available to the private sector. Bond market volatility is disappearing and yields are trending sideways.... Read More
