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INMERSIÓN PROFUNDA: La cura Kennedy para lo que aqueja a la sanidad
El presidente electo Donald Trump nominó a Robert Kennedy Jr, conocido por cuestionar la seguridad de las vacunas, para dirigir Salud y Servicios Humanos....
Inmersión profunda
93 posts
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BUCEO PROFUNDO: Ganancias del S&P 500 en la década de 2020
Estrategia I: Avanzar a toda velocidad
En el QuickTakes del domingo, Eric, Joe y yo elevamos nuestras perspectivas para el S&P 500...
público
BUCEO PROFUNDO: Diez teorías macroeconómicas inútiles
Es difícil contar el número de macroteorías dominantes que hemos desacreditado en los últimos años ....
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BUCEO PROFUNDO: Argumentos a favor de una estrella R más alta
Los funcionarios de la Reserva Federal indicaron que el recorte de tipos del 18 de septiembre probablemente iría seguido de más recortes. Consideraron que...
público
DEEP DIVE: Why Aren't Consumers Happier?
The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change…
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DEEP DIVE: The Widely Feared Phantom Recession Is Over
This is an excerpt from our October 7, 2024 Yardeni Research Morning Briefing. It was written after the release of…
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DEEP DIVE: No Hard Feelings
This is an excerpt from our September 30, 2024 Yardeni Research Morning Briefing. It was written before the release of…
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DEEP DIVE: China Goes For Broke
On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank…
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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…
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DEEP DIVE: Disruptive Technologies Series: Optimus vs Figure 2.0
Millions of humanoid robots, those that look and move like humans, could become regular fixtures in factories and homes, bringing…
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DEEP DIVE: Artificial Intelligence: The Good, the Bad & the Ugly
Artificial Intelligence: Good vs Evil. There’s a lot of controversy over AI. The passion of those for and against…
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DEEP DIVE: Record High Earnings Giving Stock Market A Lift
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90%…
