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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…
Deep Dive
99 posts
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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%…
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DEEP DIVE: The Fed Faces Some Challenges
The financial markets and most economists seem to agree that the Fed’s next move will be to cut the…
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DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
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DEEP DIVE: AI Hype Is Hyper
Determining when an investment trend has run its course is more of an art than a science. While we love…
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DEEP DIVE: Charging Bull
Strategy I: Hoof Marks.
Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are…
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DEEP DIVE: Winning Streaks Usually Don't Last Forever
TAMED I: Technical Analysis Of Macro Economic Data.
Over the past two years, the hard landers had innumerable theories and…
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DEEP DIVE: Inflation - Why the Long Face?
Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
