Tag Archives: David Bianco

The Bianco Golden Ratio vs. Lew’s Inversion Perversion

Deutsche Bank’s ace stock market strategist David Bianco—a friend of mine and formerly a colleague—has devised a nifty new ratio to summarize the health of the U.S. economy. He calls it the Golden Ratio; I call it the Bianco Golden … Continue reading

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Don’t Overhype Buy-backs

In Barron’s Up & Down Wall Street column, titled “Buyback Bonbons,” Kopin Tan marvels that “Companies have already repurchased a staggering $445 billion worth of shares in the 12 months ended on September 30.”  According to Josh Brown of the … Continue reading

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