Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
资深宏观分析师，理性务实且具批判性。擅长拆解美联储政策逻辑，对政治干预市场持警惕态度，风格犀利直接，兼具数据支撑与政治敏锐度。
对 技术 主要持中立态度，共 188 条相关推文
对 DeFi 主要持反对态度，共 2 条相关推文
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Jim Bianco @biancoresearch · 2026-10-16 21:49中性Bubble Talk: Tulips to Tech Rational Dissent Episode 013 Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. -- Available on YT, Spotify, Apple Podcasts, Overcast, etc. Chapters 00
Jim Bianco @biancoresearch · 2026-10-14 10:38中性Nominal growth (inflation PLUS real growth) determines the proper level of NOMINAL yields. This means real growth has a role in setting NOMINAL yields. NOMINAL yields are more than a reaction to inflation expectations, as I explained here. https://t.co/0
Jim Bianco @biancoresearch · 2026-10-11 20:17中性A boy that cease-fire…
Jim Bianco @biancoresearch · 2026-10-11 20:08中性What a mis-read of Frederic Bastiat!
Jim Bianco @biancoresearch · 2026-10-11 19:05中性1/5 The S&P 500 increasingly looks like two stock markets: AI-related companies and everybody else. 41 AI-related companies we track accounted for 48.68% of the S&P 500's combined market capitalization. The remaining companies accounted for 51.
Jim Bianco @biancoresearch · 2026-10-11 15:42中性He did not talk to Trump
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