Jim Biianco
@biancoreasercjh
Macro investment research at http://biancoresearch.com Our total return index is at http://biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth
What I Learned in My First Year Managing Fixed-Income * Performance Review * ETFs Are Eating the World * Actively Managed Bond Funds Work! * Investing Is More Than Momentum * Valuations Always Matter * Bonds Are No Longer Crash Insurance biancoadvisors.com/what-i-learned…
So they are not going to restart three-mile Island? September 20, 2024 npr.org/2024/09/20/nx-…
Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain.
This story is out TODAY (not 5 yrs ago). I'm being told it contributes to the equity sell-off and bond rally (aka "risk-off" rally). Seriously, are we going to do this again??? --- New coronavirus with potential to cause pandemic discovered in China dailymail.co.uk/health/article…
AI is inflationary!
"Last week, the New Jersey Board of Public Utilities said its residential customers’ average monthly bill is expected to increase by 17% to 20% for the 12-month period starting June 2025, partly due to data center-driven demand growth."
What is your favorite movie about the US holdings of Gold?
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Since when was Japan's inflation higher than US inflation? NOW. Japan's headline CPI is 4% vs. US' 3%. H/T Bloomberg Economics' Japan Economist, Taro Kimura.
Big thanks to @mccormickliz for a good synopsis of our client call today. tl:dr, is best summarized by @katie_martin_fx in Yesterday's Financial Times. ---- If Trump is bold enough to put Nato in jeopardy, he is bold enough to do the same with the foundations of the financial…
Anybody can make history. Only a great man can write it.
Hotel gue aja faat :D RT @fatsya: Eh iyaaa gue kan disuruh booking ruang meeting, kenapa malah ngetwiiit..
Ampas kopi menyeruak, berputar dlm arus yg sama, satu arah. Butuh beberapa menit sebelum akhirnya mengendap. Minum kopi aja butuh kesabaran.
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