public Stock Market • 2 min read Market Call: The Worst & The Best Of Times A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was…
paid Week Ahead • 3 min read The Economic Week Ahead: September 16-20 The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds…
paid Deep Dive • 4 min read DEEP DIVE: What Will The Fed Do? The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all…
paid AI • 2 min read Zettascale Computing Is Coming Using Nvidia's Blackwell Chips! Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
public CPI • 3 min read CPI Triggered Stock Market Hissy Fit This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 9/11/24 The latest batch of labor market indicators has caused a temporary “growth scare,” in our opinion. Concerns that economic growth…
paid China • 2 min read China Is The Source Of The Deflation Trade Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
paid Stock Market • 3 min read No News Is Good News Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
paid Week Ahead • 3 min read The Economic Week Ahead: September 9-13 This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front,…
public Technicals • 2 min read Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom? We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
paid Technology • 3 min read Market Call: Carry-Trade Unwind Part II Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…