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Jim Bianco biancoresearch.eth Profile picture
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19 Dec, 6 tweets, 2 min read
1/4
What is the biggest story that no one is talking about?

It might be that natural gas is NOT flowing from Russia to Europe.

*GAS AUCTIONS SIGNAL RUSSIAN FLOWS TO REMAIN CAPPED ON MONDAY

*ONLY 4% OF GAS-PIPELINE SPACE INTO MALLNOW BOOKED FOR DEC. 20

@JavierBlas
2/4
The price of natural gas in Europe is up 10x in a year.

And German electricity prices are going through the roof, up 8x in a year.

And winter does not technically start until Tuesday.
3/4
4/4
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…

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More from @biancoresearch

Jim Bianco biancoresearch.eth Profile picture
20 Dec
1/9
I actually think you were right, and so are the dozens of replies to me that "people" will relax once they find out it is no more harmful than the flu.

But this is the wrong crowd to focus on.

@kofinas

2/9
It's all about blue state politicians ("Karens"). Will they call off their "control" to "stop the spread" to "protect health" all while "following the science?"
3/9
Will Blue Karens say it ok that the US is setting new daily case records, and hospitalizations are rising to new records in the Northeast and upper Midwest, as these charts show?

Will their message be "continue with your life?"

Read 9 tweets
Jim Bianco biancoresearch.eth Profile picture
19 Dec
1/13

How big a deal is inflation? Some new news this morning.

In Washington this is big deal for Biden and his 2022 agenda.

wsj.com/articles/manch…
2/13

Manchin has cited a range of reasons for Democrats to not forge ahead with their ambitious package since the summer, urging a "strategic pause" since August.

But inflation is at the top of his list.
nbcnews.com/news/amp/ncna1…
3/13

Manchin even cited Powell's testimony about inflation.

Do not underestimate the impact inflation is having on the 40% that rent and have little to no savings.

This is why we get this incredible position by a political party

They want rate hikes!

ft.com/content/1ae49b…
Read 13 tweets
Jim Bianco biancoresearch.eth Profile picture
18 Dec
1/14

COVID update

3 things at the top.

1. This is not what I want, or think is right, it is what I fear is coming.

2. Rising cases cause POLITICAL panic and drive policy (read: restrictions).

3. Economic restrictions mean inflation; they hit supply more than demand.
2/14

Start with South Africa and the rest of Africa, cases are going parabolic.

South Africa cases are up 100x in a month and the rest of Africa is following close behind.

This is the source of Omicron and it is not slowing yet.
3/14

Asia, the beginning of the supply chain, and it is trending higher.

Most of these countries used the Sinovac vaccine that has been shown ineffective against Omicron.

Many also have a zero COVID policy. One case and they lock down.
Read 17 tweets
Jim Bianco biancoresearch.eth Profile picture
17 Dec
1/6
Exactly one year ago TSLA was added to the S&P 500.

Studies show that you should buy the stock getting kicked out, as all the bad news is in the price, and sell the stock going in, as all the good news is in the price.

This idea worked again.
2/6
Nancy Pelosi's husband Paul BOT TLSA options two days after it was added to the S&P 500.

Paul Pelosi bought on Dec. 22. [2020]. ... 25 call options strike of $500 expiring on 3/18/22.
barrons.com/articles/nancy…
3/6
Here is a chart of the TLSA 500 calls expiring on March 18, 2022.

He paid about $257 for each option on 12/22/20.

By mid-May they were down 50%. Today that position is up 71%.
Read 6 tweets
Jim Bianco biancoresearch.eth Profile picture
16 Dec
1/4
Citigroup Inc., Carlyle Group Inc., Millennium Management and Citadel, Ken Griffin’s hedge-fund firm, are allowing remote work through the holiday in response to the latest rise in infections.

bloomberg.com/news/articles/…
2/4
bloomberg.com/news/articles/…
3/4
NYC Mayor's Health Advisor
Read 4 tweets
Jim Bianco biancoresearch.eth Profile picture
16 Dec
1/4
The message from the BoE and the ECB this morning is inflation is transitory.

BoE head Andrew Bailey is on TV right now saying that while they hike rates today and will probably need to do more, inflation will peak at 6% in April. aka, transitory.
2/4
To summarize the Lagarde/ECB presser, inflation is higher than we thought, it is possible it could go even higher. But do not worry, inflation is transitory, and we see no need to address it by raising rates in 2022.
3/4
And as I detailed yesterday, the consensus opinion on Wall Street is STILL inflation is transitory.

Read 5 tweets

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