Sample posts from Bianco Research, LLC’s
Charts of the Week
When thinking of the world’s richest people, Elon Musk and Jeff Bezos are often easily named. Due to the high demand for luxury products during the pandemic, Bernard Arnault added over $60B to his net worth since 2020, slotting...
ETFs represent an important part of equity markets, allowing everyday investors to capture different types of market strategies with just one investment and minimal fees. These are most often passive investments (allocators), yet...
2023 was not a good year for real estate. The main reason was rising mortgage rates, as this chart of conventional residential mortgage rates shows. Given this headwind, we look at how the US real estate market sectors did. To...
We recently pointed out high stock valuations typically lead to low subsequent returns over the long run, but the same does not apply over a shorter timeframe. The original post only examined subsequent stock returns over a...
Sentiment is an important measure to gauge future expectations for market moves. The caveat, however, is sentiment is often correlated to what has happened in the market recently. The charts below show the percentage of...
Below are selected charts and excerpts highlighting some of the research we have published recently. Has payroll growth slowed enough that employers can stop bidding for workers? The chart below shows the growth in wages (average...
With the fastest tightening cycle in history through the past 2 years, the expectation was the labor market would start to show signs of slack and the economy would begin to slow. Based on recent employment and payroll numbers,...
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