(1) Is Powell ready to pull the trigger for a rate cut? (2) Fed’s latest word game. (3) What does “appropriate” mean? (4) Is Powell ready to fly with the doves? (5) The debate about a “makeup” strategy for inflation targeting. (6) Rate-cutting risks causing financial instability. (7) Comparing 2019 to 1999. (8) Willy Sutton and the FANGs. (9) Bullish for lobbyists and lawyers. (10) Remember what happened to Microsoft. (11) Growth is scarce. FANGs have it.
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 →