Jim Bianco

@biancoresearch

President/CEO of Bianco Research. We specialize in macro investment analysis for the institutional investor.

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Vrijeme pridruživanja: rujan 2010.

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  1. Prikvačeni tweet
    23. sij
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  2. Am I going to have to update this twice a day going forward? (TSLA is another $7B higher).

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  3. prije 3 sata
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  4. prije 5 sati

    Remember TSLA owns SolarCity Musk also owns 54% of SpaceX (it's private) and that has a valuation of $33B … valued more than Fiat/Chrysler. So TSLA is also a play on Musk being the most important industrialist since Henry Ford/Alexander Graham Bell. (I tend to agree)

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  5. prije 5 sati

    Its market cap is now $134 billion. Only Toyota is a more valuable auto company worldwide. Is Tesla the most important industrial company in the world right now? The market thinks it will fundamentally transform the way "things are made," starting with cars.

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  6. prije 5 sati

    Meanwhile, the constant that never changes. Tesla (TSLA) is up another 15% just today to nearly $750. Up over 300% since September.

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  7. prije 6 sati

    *WTI FALLS BELOW $50/BBL FOR THE FIRST TIME IN MORE THAN A YEAR --- Bloomberg reports Chinese oil demand is down 20% since Ncov19 outbreak. This is 3m barrels/day. This is huge and a potential "glut" for the oil market.

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  8. prije 6 sati

    Ncov19 mkt today Best SPX gainer is Gilead (GILD) - testing a vaccination. #9 loser in the SPX is Carnival Cruise (CCL). A passenger on a cruise that ended 6 days ago in Japan tested positive for NCov19. This is different from the case in Rome last week. (NLOK is wrong)

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  9. prije 7 sati

    Mnay are suggesting this is the underpinnings of today's stock market rebound.

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  10. proslijedio/la je Tweet
    prije 8 sati

    Market sensing economic damage from coronavirus, says Jim Bianco via

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  11. proslijedio/la je Tweet
    prije 8 sati
    Odgovor korisnicima

    Here’s the JHU chart. 182% is ex-post 7-day expansion and not a forecast. The idea of looking at ex-China data, despite its small sample size, is that it *might* be more representative. We’ll see

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  12. prije 8 sati

    I'm not suggesting it was is somehow Trump's fault ... I was noting that 2 years of work on a deal, that seem to paralyze the business community for months on end, is literally being undone in less than 12 hours after its signing by this virus.

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  13. prije 8 sati

    *CHINA IS SAID TO SEEK U.S. FLEXIBILITY ON PHASE 1 TRADE PLEDGES ------ Jan 15, the US/China sign Phase 1 Trump ="greatest deal ever." Jan 16 China's CDC starts reporting virus data. Even if we accept Trump's claim, it lasted less than 12 hrs before the Ncov19 blew it up.

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  14. proslijedio/la je Tweet
    prije 20 sati

    I made a series of maps of odds for the 2020 Democratic Primaries and Caucuses on the eve of the Iowa Caucuses. The state odds show a battle between Joe Biden and Bernie Sanders, with Bernie having the edge in the majority of states.

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  15. proslijedio/la je Tweet
    prije 22 sata

    Oof. China's commodities market just re-opened and futures on copper, palm oil, rubber, iron ore, oil are all limit down (-8%). Stocks open in a few minutes.... Follow the latest here:

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  16. prije 22 sata

    To RCP charts Iowa - Bernie has surged in recent days to take the lead. National polling .. Bernie in an uptrend, hew high, closest to Biden ever. (Biden is at the lower end of the of the last three months)

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  17. prije 23 sata

    In 24 hours we will not be talking about football, but about the Iowa Caucus. The betting market continue to say it is Bernie's to lose. This table is always current (and sortable) here.

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  18. proslijedio/la je Tweet

    Chinese oil demand has dropped by about three million barrels a day, or 20% of total consumption, as the coronavirus squeezes the economy - Bloomberg reports - Now add all the planes grounded worldwide.

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  19. 2. velj

    Confirmation that the Chinese economy (16% of global growth and second largest after the US) slowed like it "hit a brick wall" in the last several days. *CHINA OIL DEMAND IS SAID TO HAVE PLUNGED 20% ON VIRUS LOCKDOWN

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  20. 2. velj

    Rates are relative and the US has the highest long-term rates in the developed world, for the first time ever (chart). The table is through Fri close. Only one rate has a 2-handle, US long bond). In 2020 a "punishing" rate starts with 2, maybe high 1s.

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  21. 2. velj
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