public Video Webcasts • 1 min read Dr Ed's Video Webcast 10/25/24 The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The…
paid Emerging Markets • 3 min read Risk & Reward In Emerging Markets The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
public Bond Vigilantes • 3 min read Bond Vigilantes Started Voting Early The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The…
public US Economy • 1 min read The Front Cover Curse We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
public Stock Market • 3 min read Lost Decade Ahead For Stocks With Only 3% Annual Returns? We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the…
public Commodities • 3 min read Sell Bonds, Buy Gold? Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
paid Week Ahead • 3 min read The Economic Week Ahead: October 21-25 The economic week ahead will provide updates on the overall economy, manufacturing, and housing. Last week's jobless claims…
public Deep Dive • 6 min read DEEP DIVE: Why Aren't Consumers Happier? The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change…
public Retail Sales • 3 min read US Economy Is Hot, Hot, Hot Today, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate from 3.2%…
paid Earnings Season • 3 min read Big Bank Earnings Are Rip Roaring The third year of the current bull market in stocks got off to a good start this week. It'…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 10/16/24 As the bull market turns two, Dr. Ed fondly recollects the performance of the young raging bull. At times, the…