implicit
explicit
RUT
Oil
explicit
USD
Bianco Research
7.2
Investment Research Firm
Jim Bianco .0
Investment Research Firm
Jim Bianco .0
10/14/2025 3:53:14 PM
metals
I think we're going to take out $50 for the first time in Silver's history and we're probably going to keep moving higher. It's going to $75 or $100.
Retail safe-haven flows into the small precious metals market are creating parabolic, speculative momentum expected to continue near-term.
| 9/11/2025 11:36:08 PM | short term up | 5 days later | -0.42% | -0.42% |
| 9/4/2025 11:05:46 PM | medium term sharp up | 20 days later | +6.42% | +9.64% |
| 9/4/2025 9:35:50 PM | long term up | 60 days later | +11.57% | +11.57% |
ndx
Over the short term I think it will continue... The momentum of all of that constant bid from retail will continue.
Retail-driven passive flows into indices, concentrated in AI stocks, are expected to persist in the near term despite overvaluation concerns.
| 8/14/2025 2:49:30 PM | medium term cautious down | 20 days later | -0.33% | +0.17% |
rut
Says small caps have more realistic valuations but lack AI exposure and are economically sensitive. Expects them to deliver ~5-6% returns, implying modest, rangebound performance compared to high-flying AI stocks.
yields
Argues that stimulating the economy for higher job growth without population growth will produce wage and CPI inflation, which would be 'bad for the bond market and producing higher interest rates.'
| 9/29/2025 3:25:33 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
| 9/17/2025 1:26:35 PM | short term down | 5 days later | +0.39% | -0.39% |
| 9/15/2025 3:58:32 PM | short term cautious down | 6 days later | +2.91% | -1.45% |
| 9/4/2025 11:05:46 PM | medium term cautious up | 20 days later | +2.10% | +1.05% |
| 9/4/2025 9:35:50 PM | medium term cautious up | 20 days later | +2.10% | +1.05% |
| 8/28/2025 4:47:53 PM | medium term cautious down | 20 days later | -2.91% | +1.45% |
| 8/26/2025 4:19:00 PM | short term cautious down | 6 days later | +0.92% | -0.46% |
| 8/26/2025 4:05:31 PM | medium term sharp up | 20 days later | -5.00% | -7.50% |
| 8/26/2025 1:00:15 AM | medium term sharp up | 20 days later | -5.00% | -7.50% |
| 8/25/2025 3:41:18 PM | short term cautious down | 7 days later | +0.45% | -0.22% |
| 8/20/2025 6:53:54 PM | medium term cautious up | 20 days later | -6.88% | -3.44% |
| 8/19/2025 5:49:35 PM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/14/2025 2:49:30 PM | medium term cautious down | 20 days later | -3.51% | +1.76% |
| 8/7/2025 2:21:54 PM | medium term cautious down | 20 days later | -1.82% | +0.91% |
| 8/5/2025 3:48:43 PM | medium term sharp up | 20 days later | +0.90% | +1.35% |
| 8/4/2025 3:58:24 PM | medium term cautious up | 20 days later | +1.88% | +0.94% |
| 7/19/2025 1:58:49 AM | medium term cautious down | 21 days later | -2.26% | +1.13% |
