A Dozen Reasons To Remain Bullish In 2024
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- Опубліковано 10 лип 2024
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The bears who still expect a recession base their arguments on historical precedents: At times in the past when economic indicators were flashing the signs they are today, recessions occurred. But we see good reasons not to apply past rules of thumb to the current set of circumstances. Moreover, our Roaring 2020s thesis that widespread adoption of new technologies will set off a productivity boom is unfolding. As a result, we’re bullish on the outlook for the US economy and stock market. Today, we present the bears’ talking points and our rebuttals, including 12 good reasons for optimism as we enter 2024.
ED Thanks so much for the encouraging comments on the markets and the economy. So tired of the gloom and doom from all the financial analysts and commentators. Enjoy your Holidays.
The less you watch traditional finance the more prosperous you will become. And healthier, too.
Dear Ed, thank you for your consistency and patience in delivering your messages. In these times of constant barrage of social media noises, your steady hands 🙌 have been very helpful. Have a happy, peaceful and enjoyable holiday seasons! Look forward to a productive, prosperous and peaceful 2024 and beyond. As long term investors, we are with you in achieving the 6,000+ target.
Who is 'we'?
Thanks Ed. You and I, being of the same generational cohort, appreciate no nonsense, fact-based, macro perspective, insights. You and Tom Lee were both sited as two of the most prescient economic prognosticators of 2023. The facts speak for themselves. Great job 👏🏻 and thank you again for your insights shared with the rest of us. Merry Christmas to you and yours as well.
Great update Ed. Congrats on a rock solid year of projections!
Thank you, Ed! Appreciate the data-driven way you present your case. The objectivity of letting the data speak versus "I think this" or "I think that".
very well documented and presented. Thank you!!
Thank you for posting these to UA-cam. I am learning a lot from watching your overviews. Happy new year.
Thanks for this very good content!
Thank you, Ed, for your time! Happy holidays!
Thank you for your opinions for 2024 and all your contributions during this surprising 2023, Dr. Yardeni!
Merry christmas from Portugal!
Great questions from the audience and great answers 👍
Thanks for the info Ed. Your charts and comments are very helpful. I agree with your prognosis.
Glad I found this channel and I've been following your website for years now. Love hearing your advice!
Excellent assessment. Thanks!
Hi Ed and team, thank you again for the video and all the work you do in putting together your charts. Happy holidays!🍁
Thanks for sharing your thoughts sir
Thank you, Ed! I've learned a lot from the market guru.
Thank you, Ed.
Thank You, Enjoy your Holidays... See you in 24
MAX!
Thank you Ed. You made me a fortune in 2023.
It has been such great disappointment how the grifters in DC have acted in the past years but Ed you are correct, us hard working citizens are the kryptonite to their undoings...wish you and your team a prosperous 2024
Great insight ed! I agree and hope it happens! The only things I'm concerned about is the $1T in consumer credit card debt and that ugly $33T growing deficit. I just hope that congress can responsibly act on these! Also, if inflation does creep back I think the most the fed can raise is another 50 basis points because rates are already high as they are. Don't think the fed needs to go much higher.
Act on these how?
I am also in the camp of you and tom lee. What do you think about the 1.3 trillion dollars in credit card debt and the incredible amount of hardship withdrawals from IRAs that Fidelity is reporting?
all the pundits and talking heads on CNBC, collectively owe Powell & Fed an apology,
Not me...I've been saying that the Fed might pull it off...lower inflation without a recession.
Sorry, I didn’t mean to include you
Nope, the FED is not out of the clear, way too early to declare victory. Just look at their track record..
This won't age well....
The Houthi action should be a message to Europe to return some production back to the European continent. There's no need for plastic Christmas decorations to be manufactured in the Far East and shipped to Europe.
When you confuse on the government data this is easy to say.
When you are selling data I guess it’s good to tell people what they want to hear.
Bingo.
feels too good to be super bullish, as long as I know all of my friends are fully invested with huge leverage. Nobody in short position, everyone is happy with their BTC, tech stocks. I'm scary now be bullish on this everything bubble.
Ed, Jeff Saut and Tom Lee - the only people who have had it right since 2009. Everyone else is crapping on.
@@keithreynolds606yeah but indexes have pretty much regained all the losses and then some. Down markets are part of the journey. Just embrace it.
@@keithreynolds606 tell me you missed out on the rally without telling me.
Because Iran has Sleeper Cells inside the US that came in through the southern border. Been here for years now.
why wouldn't they just fly in? Did they cut through the 600 miles of fencing, did they buy a ladder and climb the wall, did they buy a $100 saw to cut through the border wall, did they arrive by one of the 100s of tunnels that traverse the border?
'Why leave it to the kids, just keep spending'.
Please tell me this is sarcasm.
Yep, this time is different....
AI is hype. It's the latest widget to reassure investors in US debt.
i can give you 15 to get bearish. longest and deepest bear market in history coming soon !