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Happy Old & New Years!
The S&P 500 rose 24.2% last year after falling 19.4% during 2022 (chart). Since the start…
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Obtenga una ventaja competitiva con análisis claros y comentarios de expertos sobre los indicadores económicos que impulsan el mercado. Publicado por el Dr. Ed Yardeni y su equipo de investigación.
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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…
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Valuation-Led Meltup
Meltups and meltdowns in the stock market are mostly attributable to rapid increases or decreases in earnings valuation multiples. The…
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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…
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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'…
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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…
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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…
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Roaring Stock Market
The stock market came roaring back today led by the stock prices of companies that are benefitting from the Roaring…
público
Is Everybody (Too) Happy?
Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
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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…
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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…
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Inflation: China Is Killing It
What have we learned about inflation over the past year? One of the main reasons that the US doesn'…
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