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To Infinity & Beyond: Artificial Intelligence, Semiconductors & Nvidia
In recent decades, the Digital Revolution has eclipsed the Industrial Revolution. Today, AI is a technology that has evolved from…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
203 posts
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Dr Ed's Video Webcast 11/20/24
The US Constitution was designed to promote gridlock. But the benefits of gridlock are undermined by lawmakers’ spending freely because…
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An Earnings-Led Meltup For Stocks?
We are often asked if the current bull market in stocks has turned into a meltup that could soon be…
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Small, Medium, and Large Cap Stocks
The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut…
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The Economic Week Ahead: November 18-22
The week ahead will provide important updates of housing and manufacturing indicators. The latter should show that economic growth may…
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MARKET CALL: Powell's Latest Pirouette
Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on…
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DEEP DIVE: S&P 500 Earnings In The Roaring 2020s
Strategy I: Roaring Ahead
In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500…
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
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Dr Ed's Video Webcast 11/13/24
Something’s amiss with Fed Chair Powell’s explanation for lowering the federal fund rate a second time in two…
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From Election Uncertainty To Policy Uncertainty
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
