The explosive stock market boom since the the Covid-19 pandemic has been accurately called a "Roaring Twenties" by long-term market strategist Ed Yardeni. In the years since April, 2020, markets have ...
David Rosenberg warns of negative S&P 500 returns due to high valuations. The Shiller CAPE ratio on the index is at its third-highest level ever. At the same time, recession risks are rising as the ...
While market participants may not agree on whether the tech trade looks poised to go awry, it’s a double-edged sword that today’s stock market has become heavily concentrated in tech stocks. They are ...
Tough to get a word in edge-wise with David, but this segment is rich in economic insight.
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