Ed Yardeni Is Calling the Low
Ed Yardeni is calling the recent selloff over amid a “capitulation bottom”
Ed Yardeni is calling the recent selloff over amid a “capitulation bottom”
Today, a SpaceX rocket launch can be 97% cheaper than a Russian Soyuz ride cost in the ’60s
Wringing out the craziness
The risk from this point forward is not runaway inflation. It’s Japanification
China processing and refining market share: 35% for nickel, 58% for lithium, 65% for cobalt, and 87% for rare earth elements
The window for the Fed to tighten policy was last Summer and Fall. It’s too late now
Last time we played this game, the S&P 500 had to drop nearly 20%
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