Tag Archives: Markets
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
Markets
The Retail Stock Mania in the Options Market
The Retail Stock Mania in the Options Market
Posted By Jim Bianco
Data from the options market further supports the case that the retail crowd should be taken very seriously.... Read More
Markets
The Retail Mania Continues
The Retail Mania Continues
Posted By Jim Bianco
We have been chronicling the retail mania to buy stocks. This really began in March as the public looked at the historic collapse as a tremendous opportunity.... Read More
Markets
Risk Markets Struggling
Risk Markets Struggling
Posted By Jim Bianco
Stock and corporate bond markets have stalled in the last month. Only the six FAANMG stocks are moving forward. Is the bear market rally over?... Read More
Markets
Tracking the Re-Opening
Tracking the Re-Opening
Posted By Jim Bianco
The areas of the country with the least evidence of an infection peak seem to be moving fastest to restart. And the evidence is the re-start, to-date, has been very slow.... Read More
Markets
More on the Retail Stock-Buying Mania
More on the Retail Stock-Buying Mania
Posted By Jim Bianco
We believe there is little doubt the U.S. stock market is seeing a full-blown retail mania. It is possibly equal to, if not larger than, the retail mania during the peak of the tech bubble of 2000.... Read More
Markets
A Speculative Frenzy Among Small Retail Accounts?
A Speculative Frenzy Among Small Retail Accounts?
Posted By Jim Bianco
Speculative frenzies are often the mark of a market peak. Small retail accounts have bought stocks with abandon throughout the decline and subsequent bounce.... Read More
Markets
A Bear Market Rally
A Bear Market Rally
Posted By Jim Bianco
Many believe the bear market that saw the S&P 500 plunge 34% over the course of five weeks starting in late February is over and that major stock indexes will not revisit their recent lows. Don?t count on it.... Read More