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Dr Ed's Video Webcast 10/30/24
Goldman Sachs’ bold projection that the next 10 years may be a “lost decade” for stocks, with mere 3% annual…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
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Help Still Wanted
We don't expect to be disappointed by October's payroll employment report on Friday. Both September'…
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Modern Monetary Magic At Work
Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting…
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Market Call: Sweep Stakes
We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making…
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The Economic Week Ahead: October 28 - Nov 1
The week ahead is jampacked with key indicators for the labor market, economic growth, and inflation, as well as more…
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DEEP DIVE: The Case for a Higher R-Star
Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that…
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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…
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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,…
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Bond Vigilantes Started Voting Early
The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The…
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The Front Cover Curse
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
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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…
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Sell Bonds, Buy Gold?
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
