Twitter | Search | |
Jim Bianco
President/CEO of Bianco Research. We specialize in macro investment analysis for the institutional investor.
19,375
Tweets
837
Following
19,735
Followers
Tweets
Jim Bianco retweeted
DoubleLine Capital Jan 17
Equity markets had very little earnings growth but great returns in 2019. provides his football metaphor to explain how the market prices in fundamentals and earnings growth. Catch the full replay of Segment 2: Talking Markets, here:
Reply Retweet Like
Jim Bianco 3h
Replying to @omondicollinske
Not as familiar with Zimbabwe, correct me here... I believe their stock market was up nearly 1 million % in 2008, but US investors still lost money. One of the highest inflation rates, and nominal returns, in human history. Today, they quote their stock mkt in $, not local curr
Reply Retweet Like
Jim Bianco 4h
Yes ... Anaheim you you wipe out the wealth of a nation, this happens
Reply Retweet Like
Jim Bianco 4h
Replying to @erlik
Why?
Reply Retweet Like
Jim Bianco 6h
Replying to @othersideam
And bitcoin is even better! … which is another reason that Venezuela is a hub of bitcoin mining (also the government controlled electricity rates way below prevailing market rates making it far cheaper than other countries).
Reply Retweet Like
Jim Bianco 6h
Replying to @BannanaPeeled
See the LinkedIn link, explained there
Reply Retweet Like
Jim Bianco retweeted
The Chart Store 7h
Years ending in "0" on the Dow Jones Industrials - (Find us here: )
Reply Retweet Like
Jim Bianco retweeted
W T 6h
This is very important to understand... Price is always measured by a currency. Increased prices do not necessarily translate into increased wealth or value... it is often a product of a depreciating unit of measure (currency). You might better know this as inflation.
Reply Retweet Like
Jim Bianco 6h
Replying to @BannanaPeeled
and at 2.5 million shares a day, good luck trying to realize only a 25% loss.
Reply Retweet Like
Jim Bianco 6h
What is the best performing stock market in the last year? Answer the IBC index in Venezuela. It is up 7,500% in the last 12 months. However, US investors, after converting to a IMploding Bolivar LOST 25% over the same period. More explained here
Reply Retweet Like
Jim Bianco retweeted
Dave Collum 7h
Replying to @biancoresearch
Reply Retweet Like
Jim Bianco 7h
Replying to @DavidBCollum
link please
Reply Retweet Like
Jim Bianco 7h
Replying to @SrMayo1 @DLineCap and 3 others
I'm not praising or criticizing wealth managers. Rather I'm saying their existence is changing the way market operate and impact returns. They are not observers looking for trends. They are now causing them. Think and form of the Heisenberg Principle
Reply Retweet Like
Jim Bianco 7h
Replying to @SrMayo1 @DLineCap and 3 others
ETF always fully invested. And the market cap weighted index means the index's biggest holdings are the most overvalued stocks. This is absolutely the RIGHT strategy in a rising market, and absolutely the WRONG strategy in a declining market.
Reply Retweet Like
Jim Bianco 8h
In the post-crisis period, wealth managers have become a dominant force in financial markets. (Is this fully understood?) Clip from or the DoubleLine Roundtable (more )
Reply Retweet Like
Jim Bianco retweeted
Rich Kleinbauer Jan 18
For bulls, this cover isn’t a good sign, but sorta inevitable
Reply Retweet Like
Jim Bianco retweeted
Not Jim Cramer 22h
Ned Davis chart illustrating the difficulty in using S&P 500 Price/Sales - limited history and absence of any cyclical reference
Reply Retweet Like
Jim Bianco Jan 18
Replying to @DiMartinoBooth
They currently this is the case with “not QE” ... its our fault for no getting it.
Reply Retweet Like
Jim Bianco retweeted
Michael Santoli Jan 18
There isn’t “too much money chasing too few stocks,” as some would have it. If that were so , there wouldn't be as many cheap, neglected ones. There’s just a scarcity of the particular kind of stocks everyone wants right now. Weekend column.
Reply Retweet Like
Jim Bianco Jan 18
This is true and the Fed probably thinks its the public’s fault for not understand them.
Reply Retweet Like