Видео

Great financial analysis! Thank You!!

i Think the housing market wants 7% mortgages but will settle for 5% I'm currently thinking the drive is simply uncertainty about trump's tariffs which look like they will be broad and deep. I agree January is sideways. 5% of prime lending or retail mortgages? Great content, gotta watch your episode yesterday. Liked & commented!

How will the country afford its debt without lowering interest rates? Will GDP rise enough?

Agree. Buy the dip.

You’re the man Ed

The office is looking pretty good in that shot😊

Thank you sir

I'm a really big fan of Ed

Shorts needs to be used for education like this more. It's people unlike you that are veering the next generation in a negative direction - but people like you are the ones who can save that. You've earned a subscriber, sir.

Thank you

Did you say the stock market did well on Friday? Maybe this is an old video.

No Ed…..that is the point. Govt regulations should not be up for auction. Regulations are there for a reason. Because at some point….people got hurt. I appreciate making money in the stock market as much as you do. But seriously….corporations are making plenty of money with the regulations they have. Don’t be greedy.

Your Fig 15 is very misleading. There is absolutely no evidence that supports this projection. Please do better.

What I saw today was all those productive immigrants looting the LA fires. It's gonna be fantastic when they start working our AI for us.

Dr. Yardeni, love your weekly videos. Appreciate it you consider uploading them to Spotify as audio only podcasts. Cheers!

Ed, Eric Good discussion as always. The Jobs report came out subsequent to this report. The 10 year ended at 4.77%, which is relatively high. I think year-end earnings will be fine but obviously company interest expenses will rise. Productivity is improving and I think we will avoid a recession for the next 90 days. However, I am less bullish than you are. Trump policies will present incredible volatility and unknowns. He speaks insane thoughts daily, like taking over Canada or Greenland. Tariffs will be based on what countries do to bring production to US, so I expect them to be customized like you mention. The US$ is at historical highs, so that is also a market threat. I am very cautious now. I tune in each week. I am retired leveraged finance VP, MBA but not an economist. I hope things are more bullish as you hope.

My primary concern is navigating the ongoing economic and global challenges while staying financially stable, particularly amidst the political power struggles unfolding in the U.S.

Thank you!

The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Milton Harper insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

The rest of January risks are CPI reading, FOMC, and Trumps hawkish few weeks. Also tnx being under 5.0. This week I think showed you.

9usd is having a minor correction after bouncing off a major multiyear post GFC trendline on DXY. Check for yourself.

Flash forward to next week……. Ed: how’s the weather in Santa Monica Eric ? Eric: 😱

Good. Inflation is horrible, raises housing prices and distorts capital investment in so many ways. If you want to stimulate consumer spending (which I don't advise) then make EITC and tax refunds quarterly. This means less interest free loans to USA but consumers gonna spend whatever they have as soon as they get it because money+pocket=burning hole for 90% of humans. I love your work so does my boss you two are great!!

Ed called for higher vol and I’m grateful to him that I heeded the call

You need to figure out who your audience is: traders or investors. Investors don't need your help. Traders do, so get it right.

What do you think about silver

Hope Eric is well with the crazy fires out there!

Despite increased US-China trade and investment tensions there shall be no war nor governmental or economic collapse in China. Perhaps a recession in China, though they will never admit that and are actively seeking anti-recessionary actions such as encouraging tourism and, frankly, youtubing and similar ways to tap into Western markets and consumers at a micro level. Chinese people are hard working and want to get rich, even more so than the English, really. Great video!

Thank you very kindly Mr. Yardeni!

Good morning Max.

Max going Full Sloth.

They just have to do better than the democrats 😂

Regarding spending cuts unfortunately for military contractors and soldiers there's no pay raise this year.

I can generate 2 trillion, but i can only generate 30 trillion ONCE (and NOT by default). 1. Cigarette taxes 2. Gasoline taxes 3. ALCOHOL taxes. 4. Fireworks taxes. 5. Lighters & Lighter fluid. Government can ALWAYS generate revenue on excise taxes ESPECIALLY "sin" taxes. It's also a good idea to tighten up the tax code by jiggering depreciation tables. Maybe adjust the income tax rate structures, play with the EITC is also a way to squeeze some tax revenue.

Love these short clips!! Thanks for posting

Thank you Mr Yardeni

Like the short videos commenting on today’s markets

5% bonds means no housing sales, no? You don't need to answer my question, they are inexpert, though youtube is driven by engagement so I comment liked etc.

I think so for about 6 months, inflation seems under control the stock market is at all time highs, tax time approaches and so a bit of "stimulus" that way. I don't think the market needs stimulation, but i really am not an expert so I'm just saying my own opinions.

1stttttt

Thanks for the real time RUclips Shorts Dr. Ed!

👌

well, basically sideways trading due to Trump's inauguration for January, so profit taking and ppl piling into bonds but Yardeni confirmed what i also thought but with a lot better expertise. I'm Guessing Dow will meet resistance at 53,000 and will not break out past 60000 for 18-24 months there's just no geopolitical disaster imminent Russia is contained, China wants peace and trade and Trump wants prosperity, that's what I think. You're the expert!

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