Jim Bianco
Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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Today's Barron's cover Paging @donnelly_brent https://t.co/tsX6O94hEi https://t.co/orVpo2TYPE
1/3 ~70% of all shipping is conducted on a long-term contract. A cargo ship is essentially a shuttle between ports. If they have to go around Africa, that adds 20+ days to the rou...
1/23 A long π§΅on the biggest economic issue not being discussed ... global shipping problems and potential return of goods inflation. Below uses IMF Port call data on shipping tra...
1/9 I'm bullish long-term on Crypto and DeFi, always have been, and will likely stay that way. But the spot ETF has all the hallmarks of a "buy the rumor, sell the news" event....
1/8 The English statistician George Box famously said, βAll models are wrong, some are useful.β This now applies to the Conference Board Index of Leading Economic Indicators (LEI...
1/9 This weekend's WSJ ... 𧡠Home buyers keeling over from sticker shock might think it crazy that housing could deliver significant relief on inflation. Yet that is economistsβ...
1/2 This chart is really popular to explain why inflation is collapsing and will continue to collapse. It shows M2 money on a year-over-basis is contracting by the most since the...
1/5 And now the markets have SIX rate cuts priced in for 2024 (blue), where the Fed says three (orange). https://t.co/VDzWf88B7r
1/6 Some popular charts updated. The NDX is at a new high for the year. The S&P 500 continues to widen its outperformance to mid-and small-cap stocks. https://t.co/JLfRGMaR0y
1/6 The state of the stock market in five charts. Friday's close, the S&P 500 (blue) correction is now 7.95% (red), the largest since the market bottom a year ago (October 12, 20...
1/6 Lots of confusion on Wall Street. Where is the recession? Why are long rates soaring? π§΅
1/6 The weekly reading on the initial claims for unemployment insurance is out today. 204k filed for a claim last week. This is another beat (est. 214k) and still at the lowest l...