Tag Archives: Markets
Monthly Fund Flows – Detailing Active and Passive Flows
Fund flows through March 2019.... Read More
Total Return Review – Stocks Continue One of Best Years on Record
A look at total returns through April 2019.... Read More
Speculators Approach Extreme Net Short in Grains
Posted By Greg Blaha
Large speculators have been shorting the major grain futures to a degree rarely seen. This has historically been a decent contrarian indicator.... Read More
A Review of China’s Economy
Jim Bianco spoke about the Chinese economy in a recent conference call. ... Read More
Volatility a Distant Memory for Speculators
Posted By Greg Blaha
Speculators are once again placing record bets on volatility remaining subdued.... Read More
What Changed Since the Last High?
Posted By Jim Bianco
With the S&P surpassing its September 20, 2018 high, we compare the state of the market and economy now versus then.... Read More
Discussing The Markets
Listen to Jim Bianco being interviewed on the Sherman Show Podcast.... Read More
Quick Comments/What We’re Reading
Today's topics include Fed President Kaplan speaks, the Mueller Report, the panic of 1819, profit margins, Joseph Stiglitz on Socialism, the slowing global economy, Germany, corporate debt and non-transparent ETFs. ... Read More
Conference Call Today – The Divergence Between Stocks And Bonds
Join us today for our conference call at 9 AM CT.... Read More
Quick Comments/What We’re Reading
Today's topics include Herman Cain, searching for yield and widespread unhedged currency risk, how the Fed will have to fight the next recession, inflation, investing in China, hyperinflation in Venezuela, more on yield curve inversions, the Fed's Beige Book and Einhorn bets against Tesla. ... Read More
The Race For The Democratic Nomination
Posted By Jim Bianco
It's a wide-open race with several candidates in play... Read More
Foreigners Sell Record Amount of U.S. Stocks Over Past Year
Foreigners continued to sell U.S. equities in February.... Read More
Quick Comments/What We’re Reading
Today's topics include the dovish Fed and stocks, Moore and Cain are in trouble, a new government measure, China GDP beats, hedge fund performance, record corporate bond issuance, bullish on bonds, the IPO market and the state of retail. ... Read More
Weekly Digest – April 8, 2019 – April 12, 2019
Moore, Cain and Fixing The Fed The job of Fed Governor is broken and it needs to be fixed. Stocks vs. Bonds ? Which Is Correct? The stock and bond markets are telling two different tales on the economy.... Read More