paid China • 2 min read Prepare For A Recession & Debt Crisis In 2024 While almost everyone (except us) has been waiting for a recession and debt crisis in the United States, we'…
paid Market Call • 2 min read Market Call: Charging Into 2024 Merry, happy, joyful, and jolly are just some of the adjectives used to describe this time of year. We hope…
paid 8 min read DEEP DIVE: A Dozen Reasons To Remain Bullish In 2024 The current issue of Barron’s includes the 2024 S&P 500 targets for six investment strategists including yours…
paid Semiconductors • 2 min read Roaring Stock Market The stock market came roaring back today led by the stock prices of companies that are benefitting from the Roaring…
public Geopolitics • 3 min read Is Everybody (Too) Happy? Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 12/20/23 The bears who still expect a recession base their arguments on historical precedents: At times in the past when economic…
paid DJIA • 2 min read Dow's New High Should Be Confirmed By Transports In Early 2024 Real GDP is now estimated to be up 2.7% (saar) during Q4, according to the Atlanta Fed's…
paid China • 2 min read Inflation: China Is Killing It What have we learned about inflation over the past year? One of the main reasons that the US doesn'…
paid Breadth • 2 min read Market Call: Investors Broadening Their Horizon The current bull market started during October of last year. Since then, the bears have been warning that it was…
paid Week Ahead • 2 min read The Economic Week Ahead: December 18 - 22 On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally…
paid Deep Dive • 3 min read DEEP DIVE: The Fed - Tightening Or Merely Normalizing? Based on November’s employment report released on Friday, we can safely conclude that there is still no sign of…
public Fed • 2 min read Bond & Stock Prices In Mini Meltup Over Soft Landing Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…