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Dr Ed's Video Webcast 4/9/25
Annihilation Days
Trump’s Liberation Day last Wednesday triggered Annihilation Days on Thursday and Friday, with the Stock Market Vigilantes…
Video Webcasts
142 posts
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Dr Ed's Video Webcast 4/2/25
Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
The expected fallout from Trump 2.…
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Dr Ed's Video Webcast 3/26/25
The Fed’s Economic Forecast Versus The Consensus & Ours
Investors clearly fear a recession is coming—that’s what…
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Dr Ed's Video Webcast 3/19/25
The Bull Versus The Bear Case
Will all the Trump turmoil deepen the recent stock market correction into a bear…
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Dr Ed's Video Webcast 3/12/25
High Noise-To-Signal Ratios Unnerving Stock Investors
It’s getting harder to make out the shape of the economy through the…
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Dr Ed's Video Webcast 3/5/25
Testing The Resilience Of The US Economy
We continue to bet on the resilience of the American economy. Yes, the…
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Dr Ed's Video Webcast 2/26/25
A Tale Of Woes
While Ed and Eric have been accentuating the positives in the stock market outlook and also…
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Dr Ed's Video Webcast 2/19/25
The Gunfight At DOGE City
The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert,…
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Dr Ed's Video Webcast 2/12/25
Anatomy Of Full Employment
When others saw labor market weakening last summer, we saw normalization from the settling down of…
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Dr Ed's Video Webcast 2/5/25
Anatomy Of Gross National Product
Why is the US economy so strong? Look in the mirror: The consumer is the…
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Dr Ed's Video Webcast 1/29/25
Anatomy Of The Bull Market (Will DeepSeek Sink It?)
The current bull market has been driven mostly by valuation expansion;…
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Dr Ed's Video Webcast 1/22/25
Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior…
