The Elephant (& The Donkey) In The Room: Politics and the Economy
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- Опубліковано 4 жов 2024
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Bouts of geopolitical or domestic political strife usually don’t derail the US stock market. Investors tend to divorce politics from their decision making, counting on wars to end and gridlock to keep regulation-happy lawmakers in check. Only when geopolitical problems disrupt supply chains, trade, and global energy markets or when domestic partisanship prevents the government from functioning do these considerations matter to companies and their investors. We’re closely monitoring these risks and think it’s time for a heads-up: They could cloud our optimistic Roaring 2020s outlook in 2025. … For now, no such concerns are impeding the bull market; it’s currently thriving by multiple measures.
One of the very few who have been right. So humble but also so brilliant
I appreciate your charts. They add depth to analysis.
Thanks, Ed! Appreciate the info and perspective.
Thank you for always sharing your knowledge sir.
Hey Ed! while the audio is great, the video could be better :). great content, always appreciate our Friday content.
Thanks Dr Ed.
Thx Ed.. great channel
There are several ways to determine the fair value of Nvidia, and have you done that to be used as a comparison against its current price
I'd be interested in Aswath's opinion.
@@tastypymp1287 I think that I saw a video on his channel a few weeks ago where Aswath valued it at around $500 to $600.
How could removing food shelter and energy show you what inflation is? I get the math issue but seriously everything that counts the most and affects people the most should be the number used
there go the dogs...
Equity professionals get paid to be long. They will find any way to carve data up to show reason for equity growth. Anyone with a brain can tell that NVidia at almost 40x revenue is grossly overpriced, as their margins are going to be under attack from competitors
Feels like ed didnt understand the full potential of this kind of ai
Is this where you parrot Arks talking points?
@@tastypymp1287idk i dont watch their stuff.
No he didn't.
But good economic nationalism can work. Alexander Hamilton built America more than anyone. Most Republicans don't know their history and recite Jacksonian talking points!