Відео

I can't say I'm surprised to find out that if you're willing to own foxconn, accompanied known for using child labor and slave-like working conditions, you can make a good return! I would prefer to avoid owning that stock no matter how much they make. But then I thought the Confederacy was wrong to fight in favor of slavery, so what do I know?

Dude, you're getting a thousand Dells.

These quick takes are Gold Mr. Yardeni thanks and keep them going, short and sweet.

Enjoying your quick takes

thanks for the quick update! Good trading!

the zombie ratio of russel 2000 has been rising dramatically since 1990s. from 10 percent to over 45 percent! no wonder you dont advocate russel 2000. mag 7 is a cash cow

thanks for the update. you nailed it on your call on russel 2000 and tech

These shorts def have potential:) But, as much as I love dr Ed, the background could get freshened up:)

👍👍

Bull market

Your initial comment was to focus on what can go right vs the heard talking about what can go wrong. What would be favorable for the us to raise or exceed the debt ceiling?

It has nothing to do with the fiscal spending. The economy is just organically strong 😂

Thank you so much for this amazing video! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

I wonder if Musk is going to find waste in EV credits?

Good episode. I love that you brought up the term "creative destruction" - it might prove to be very useful now when Elon gets the opportunity to influence American politics... I'm bullish, but it is always prudent to keep potential risks in mind.

End the income tax and federal reserve and government spending will drop Dramatically

How do you subscribe to Ed’s QuickTakes?

Your chart on interest on debt payments was very misleading! At this point it’s less than 4% of GDP. It was 5% in the 80’s and 90’!

Happy New Year!

I'd like to ask Max some questions. Is that possible?

You missed to discuss the fraud company in the markets like Carvana co.

Happy New Year guys, thanks for providing this to us retail investors every week!

BC the CCP doesn't really want the consumer to be robust or dominant in the economy and doesn't want to just copy western solutions.

I really love Cavalier King Charles spaniels, they're such a friendly and beautiful breed.

Good discussion Ed and Eric. I agree there is inflation risk ahead. Why did Trump win if inflation was such a risk? None of his policies are anti-inflation. DOGE will create chaos! I agree with Powell that there should be 2-3 rate cuts. If it was left to the market to decide rates, I think they would be higher based on the 2&10 year rate action. Tarot ffs are inflationary. Trump seems not understand them! Trump immigration policies will be very upsetting to the country. They are already talking about deporting families-not just criminals.

Good discussion Ed and Eric. I agree there is inflation risk ahead. Why did Trump win if inflation was such a risk? None of his policies are anti-inflation. DOGE will create chaos! I agree with Powell that there should be 2-3 rate cuts. If it was left to the market to decide rates, I think they would be higher based on the 2&10 year rate action. Tarot ffs are inflationary. Trump seems not understand them!

Insurance hasn't gone up because of Hurricanes!! Its gone up because of higher labor and materials costs. Rates didn't go thru the roof after Katrina or Hugo or Andrew. The rates have only started skyrocketing since Covid. Over priced houses will have to pay overpriced insurance. Its that simple.

It wasn't Tom Lee. Ed & Dan Ives called 2024.

Ed should retire to Mar-a-Lago and let Eric take over.

Appreciate the detailed breakdown! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

I wish Dr Ed would refrain from being so obviously pro-Trump/pro-Musk. He's been in 7th heaven ever since the election. If I were American there's a high probability I would vote that way too, but I try to keep my stock market news stream as unpolitical and objective as possible. 🤔 It will be an interesting year, when expectations meet reality.

Thank you Ed and Eric 🥳

Are you kidding me? A financial services insider like Ed Yardeni has an issue with the SF Fed doing climate change work? Have you seen how the property insurance has changed thanks to hurricanes etc? Wouldn't you want a thoughtful long term solution for the insurance industry that has seen reinsurers and most insurers exit markets like Florida? Adam Smith called himself a moral philosopher. Before math geeks took over, Economics was the Political Economy. The politicians in the country barely get one thing right in a thousand... Let the economists at the Fed do their thing. It's no different from the basic research at the NIH that makes the pharma companies rich at the expense of the people.

Just watch how Musk uses his de facto position to benefit his companies like Starlink, Spacex while helping to cut government spending, 60% plus of which is spent on American citizens to support Medicare, Medicaid, Social Security and other welfare programs! Americans will get another chance to elect a different government if this one doesn’t work out. No harm done! We are used to elect government that really hasn’t work for an average American. We have the history of electing government that doesn’t work,for average Americans! This government has twelve billionaires and they will fix the economy to benefit whom? Any guess?

that dog in the background is the definition of chillin.

Ed gives Trump talking points.

Beef Wellington IS NOT haute French cuisine!

If you think Biden is a “mess” what do you think trump is?? A serial fraudster, conman and sexual predator who wants to add trillions upon trillions to the national debt??

Is Ed angling for a job in the Trump admin?

I wonder I Musk is going to find waste in the EV credits?

Is the Buffet Ratio still that relevant as winner stocks are becoming larger and larger part of economy, counting so even if the valuation stayed averagish?

The year end targets from YR are the most valuable, relatively inexpensive thing, an amateur investor can get online from any kind of analyst out there that is available.

COOP!

80 accounts live and that's half the usual crowd? Nice:))

Excellent presentation. Thank you. This information should be all over mainstream media. I never thought I would live to see the day that the Fed eases into a melt-up again, just like in the 70s, and there may be an eventual "soft-landing" correction... low-income individuals and households, middle class, low-income renters, low income - "middle class" fixed-income earners, are all in for a rude awakening. The inflation is going to be brutal. Yields are going much, much higher. Unbelievable.

Perhaps, the swings in corporate profit margins and productivity directly after 2008 represent entrenched businesses able to command higher pricing power but the disruptive technology cycle coinciding after the 2001 recession resulting in lower corporate profit margins. In 2020, perhaps the correlation is with businesses responding to the logistical challenge of COVID and the helicopter money driving the margins somewhat. If the logistics had not been able to solve the COVID problems, I think the margins would have been lower.

Happy Holidays Yardeni and Co. Your optimism is much needed for some these days

I find Dr Yardeni and Eric do awesome We live in a simulacra so have to go with the flow More productivity has meant junk loss of quality Example decline in build quality on homes Unhealthy food Etc Can say your life is better but your arteries are full of microplastics and you have diabetes or early onset diabetes And heart disease And your house will fall down in 20 years lol But Ed is great at predicting market trends Happy Holidays

No good side of prolonged inflation. That wouldn't solve but has worsen the state of Gray economy and main participants. That's why China has been revolting for sake of cheapest energy on earth. Both sides are failed

Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments. Everyone should have BTC in their portfolio.🌲