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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
Ed Yardeni
El Dr. Ed Yardeni es Presidente de Yardeni Research, Inc. proveedor de estrategias globales de inversión y análisis y recomendaciones de asignación de activos.
1156 posts
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público
Leading Indicator Still Misleading
January's Index of Leading Economic Indicators (LEI) was down again by 0.4% (chart). It has been falling…
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DEEP DIVE: Why Were Economists So Wrong?
Why were so many economists and strategists so wrong in their predictions of a recession over the past two years?…
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Market Call: Investing Is For Teenagers
Contrary indicator alert! On Sunday, the WSJ posted an article titled "These Teenagers Know More About Investing Than You…
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The Economic Week Ahead: Feb 20 - 23
It's a slow, holiday-shortened week for economic data up ahead. It will start on Tuesday with January'…
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Not-So-Hot PPI
Tuesday's CPI and today's PPI for January were higher than expected. Thursday's retail sales…
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It Was Cold In January, But Spring Is Coming!
Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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Dr Ed's Video Webcast 2/14/24
High inflation rarely has been tamed without precipitating a recession. Few economic prognosticators thought it could be done. Yet the…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
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Bull Chasers
The S&P 500 is up 40.5% since the start of the current bull market on October 12,…
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Market Call: A Meltup For All Seasons
The stock market has been melting up since late October 2023, when investors concluded that the Fed was done raising…
