(1) Capital blessing or capital punishment? (2) Industries review: S&P 500 Banks, Restaurants, and Media. (3) Banks are lean and mean, but could use a steeper yield curve. (4) Among banks, bigger are cheaper and may get better, with a couple of notable exceptions. (5) Restaurants have indigestion. (6) Jackie interviews an industry pro. (7) Carve out 1,000 hours next year to watch all the new content from Netflix. (8) Media companies proving that eyeballs can be monetized.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →