public Copper • 2 min read What Does Dr Copper Say About The Global Economy? Copper is often described as the shiny metal with a PhD in economics because it provides useful insights into global…
paid Valuation • 2 min read Valuation-Led Meltup Meltups and meltdowns in the stock market are mostly attributable to rapid increases or decreases in earnings valuation multiples. The…
paid Bond Market • 1 min read Bonds Yields Down On Weak Goods Economy Bond yields continued to fall today on December's weak manufacturing regional surveys conducted by five of the 12…
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…