Jim Bianco
@biancoresearch
Macro investment research at http://www.biancoresearch.com Our total return index is at http://www.biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth
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Mid-year update We review the performance of the Bianco Research Total Return Index and the ETF that tracks it, the WisdomTree Bianco Fund (WTBN). Also, the fair value of bonds and why Trump's demand that the Fed cut rates can lead to higher LT yields. biancoadvisors.com/2025-mid-year-…
Bonds … because the Fed needs to cut rates more!
S&P - all time highs Gold - all time highs Silver - all time highs Mag 7 - oh god all time highs Bitcoin - same US home prices - record levels I don’t know what to invest in anymore.
Silver makes history: first time above $50. "We're probably going to keep moving higher. It's going to $75 or $100" says @biancoresearch "This market is now more retail driven than any market that we've seen in history" Full video: youtu.be/6hEJ38sRl-E?si…
youtube.com
YouTube
Is The Market Bubble Finally Imploding? | Jim Bianco
What Comes After a Pandemic Shock? My friend @biancoresearch helps us look at the answers to this question. Pandemic shocks produce changes of lasting duration, and we are seeing them now. Jim recently published a discussion of the post-COVID shock, with 11 key charts. Jim has…
AI, Inflation, and the Fed’s Blind Spot | With Jim Bianco & Jeremy Schwartz youtu.be/Q9drMTIBA3E?si… via @YouTube
youtube.com
YouTube
AI, Inflation, and the Fed’s Blind Spot | With Jim Bianco & Jeremy...
CPI will be released Oct 24 at 7:30 AM CT even if the shutdown is not over Why? See below
They are calling back some BLS employees as “essential” to release the September CPI report. Don't read conspiracy theories that Trump knows the report is bond bullish so he wants to run it out ASAP. The reason is the government fiscal year end is September 30 so they need the…
"It is impossible to believe that China would have taken such an action, but they have, and the rest is History. Thank you for your attention to this matter!" - President Donald J. Trump
And just like that we are back to early April.
*TRUMP: US WILL IMPOSE 100% TARIFF ON CHINA STARTING NOV 1 *TRUMP: US TARIFF ACTION BASED ON CHINA'S EXPORT CONTROLS
They are calling back some BLS employees as “essential” to release the September CPI report. Don't read conspiracy theories that Trump knows the report is bond bullish so he wants to run it out ASAP. The reason is the government fiscal year end is September 30 so they need the…
The AI Business Model? *NVIDIA IS AMONG EQUITY INVESTORS IN MUSK'S XAI CHIP DEAL *MUSK’S XAI NEARS $20 BILLION CAPITAL RAISE TIED TO NVIDIA CHIPS
The AI boom/bubble now has the S&P 500 and the Nasdaq 100 (QQQ) with the same eight largest stocks (table). These two indices are merging into the same thing.
The AI boom/bubble now has the S&P 500 and the Nasdaq 100 (QQQ) with the same eight largest stocks (table). These two indices are merging into the same thing.
1/4 JP Morgan has identified 41 "AI-Related" stocks. As this chart shows, they are now 45% of the S&P 500.
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