Yardeni QuickTakes (Page 20)

Mini Tech Wreck Or Repeat Of The Big One?

Feb 6, 2026 3 min read paid

Is the sharp selloff in technology stocks this week the beginning of a Tech Wreck comparable to what happened from 2000 through 2002, when the tech bubble of the late 1990s burst and caused a recession (chart)? We doubt it because this time, the industry has many more profitable companies benefiting from the enormous capital spending on AI infrastructure by hyperscalers, including Alphabet, Amazon, and Microsoft. Collectively, these three companies

Ed Yardeni

AI Is Both Blessing & Curse … And: Is Bitcoin Biting The Dust?

Feb 5, 2026 3 min read paid

Our December 11, 2025, QT was titled "AI CALL: The TIME Curse & The Game of Thrones." The TIME Cover Curse hit AI in mid-December when the magazine featured "The Architects of AI" as the 2025 TIME Person of the Year. We wrote: The AI trade is turning into a Game of Thrones. In the past, the Magnificent-7 had their own kingdoms surrounded by

Ed Yardeni

Too Many Bulls Getting Shocked As AI Turns On Humans

Feb 4, 2026 3 min read

Last Thursday, we noted that the Investors Intelligence Bull/Bear Ratio of 3.99 suggested the market was vulnerable to a selloff. So far, so bad. What's worse is that the BBR rose to 4.13 this week (chart).There are still too many bulls from a contrarian perspective. But a few more days like yesterday and today would bring the BBR back down. The good news is

Ed Yardeni

WEEKLY WEBCAST: Meet Kevin Warsh

Feb 4, 2026 1 min read paid

Today, Dr Ed examines the world according to Kevin Warsh, President Trump’s pick for the next Fed chair. Warsh believes that the US is undergoing a productivity-led growth boom, as our Roaring 2020s thesis maintains, which should be supported by supply-side, pro-growth policymaking. He thinks fiscal policy’s role is to spur economic activity by keeping taxes low and regulations light, while monetary policy’s role

Ed Yardeni

AI Has Turned Technology Into An Even More Competitive Sport

Feb 3, 2026 3 min read

On December 7, 2025, we recommended market weighting rather than overweighting the Information Technology and Communication Services sectors of the S&P 500. Their combined share of the S&P 500 market capitalization has declined from a record 46.7% on November 5, 2025 to 43.9% on Monday (chart). That's even though their combined earnings share of the S&P 500 continued to rise

Ed Yardeni

Economy & Earnings Are Heating Up

Feb 2, 2026 4 min read paid

There's never a dull moment in our business these days. Events impacting the financial markets are happening so fast that we probably need to stop every now and then to update you on our latest forecasts. We are still targeting the S&P 500 at 7,700 by the end of this year and 10,000 by the end of the decade. The 10-year Treasury bond

Ed Yardeni

ECONOMIC WEEK AHEAD: February 2-6

Feb 1, 2026 3 min read

The week ahead has an anything-goes energy as a variety of key data and earnings reports vie for attention amid peak geopolitical intrigue. Last week left quite an impression on global markets. Trading in gold and silver went off the rails. "Dollar debasement" concerns competed with yen-intervention chatter. Donald Trump's White House kept everyone on their toes, hinting at military action in Iran and

William Pesek
Ed Yardeni

MARKET CALL: CME Margin Hike Triggers Hi-No Silver Away!

Jan 31, 2026 3 min read

"The Lone Ranger" started as a radio series in 1933. It subsequently ran as a TV series for 21 years until 1954. The premise of the show was that the last surviving Texas Ranger is nursed back to health by Potawatomi tribesman Tonto. The two ride together throughout the West on their horses Silver and Scout, doing good while living off a silver mine that provides them with

Ed Yardeni

Another Yo-Yo Day In The Markets

Jan 29, 2026 3 min read paid

In a recent press interaction in Iowa on Tuesday, President Trump made headlines by using the "yo-yo" metaphor to describe his perceived influence over the US dollar. When asked about the dollar's recent slump to a four-year low, he dismissed concerns, saying, "I could have it go up or go down like a yo-yo." The comments immediately rattled currency markets. The

Ed Yardeni

Powell Says: ‘I Have Nothing On That For You’

Jan 28, 2026 2 min read

Fed Chair Jerome Powell didn't have much to say at his press conference today. He deflected several questions about the transition as his term as Fed chair ends on May 15. He refused to comment on President Donald Trump's potential pick to replace him or the President's public criticisms of his leadership. He declined to comment on the Department of Justice investigation into himself

Ed Yardeni

WEEKLY WEBCAST: In Praise Of Record Profits!

Jan 28, 2026 1 min read paid

A curiosity of the current US economy is its remarkable strength despite an affordability crisis. Average real consumption per household and real hourly earnings of production and nonsupervisory workers are at record highs, but plenty of people fall short of the average. When entrepreneurial capitalism is flourishing, Dr Ed explains, the wealthy benefit faster. … Entrepreneurism is flourishing currently, as record-high proprietors’ income and new-business applications attest. Yet it

Ed Yardeni

Is Gold The New Bitcoin?

Jan 27, 2026 4 min read paid

Proponents of bitcoin have been calling it “digital gold.” Both the cryptocurrency and the precious metal are impossible to value because they don't pay any interest or dividends. Bitcoin is digital, making it potentially vulnerable someday to hacking by quantum-computing algorithms, while gold needs to be stored in a vault. Bitcoin's supply is limited, while the potential demand for it is from everyone on Earth.

Ed Yardeni

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