Video Webcasts

The Bull Versus The Bear Case Will all the Trump turmoil deepen the recent stock market correction into a bear…

High Noise-To-Signal Ratios Unnerving Stock Investors It’s getting harder to make out the shape of the economy through the…

Testing The Resilience Of The US Economy We continue to bet on the resilience of the American economy. Yes, the…

A Tale Of Woes While Ed and Eric have been accentuating the positives in the stock market outlook and also…

The Gunfight At DOGE City The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert,…

Anatomy Of Full Employment When others saw labor market weakening last summer, we saw normalization from the settling down of…

Anatomy Of Gross National Product Why is the US economy so strong? Look in the mirror: The consumer is the…

Anatomy Of The Bull Market (Will DeepSeek Sink It?) The current bull market has been driven mostly by valuation expansion;…

Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior…

The financial markets have been recalibrating their expectations for monetary policy since the FOMC’s December meeting and their expectations…

The January Barometer and January Effect have been interesting statistical regularities that may not have much investment usefulness. It’s…

Ed and Eric look forward to the new year. ❇️Exclusive Early Access for Paid Members: Below, you'll find…