Public Update: Stay Home Versus Go Global Aug 27, 2025 3 min read Nvidia reported better-than-expected earnings and revenue after the stock market closed today. Revenue growth has now exceeded 50% for nine straight quarters. Nvidia is one of several mega-cap technology stocks that have fueled the bull market in the US, causing it to outperform overseas stock markets. The outperformance was briefly interrupted earlier this year, but the US market seems to be back on its winning track. We continue to recommend Ed Yardeni
Paid DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country) Jul 24, 2022 2 min read paid As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital inflows from overseas into the US financial markets. That helps to explain the recent peaking of the bond yield, which should provide some support to the valuation multiples of stocks. Ed Yardeni
Paid Stay Home vs. Go Global Jun 13, 2022 1 min read paid The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the other hand, the ratio of the US MSCI to the All Country World (ACW) ex-US MSCI in dollars (rather than local currencies) remains on a solid upward trend (charts below). Ed Yardeni
Public Weak Yen & Yuan. Mighty Dollar. Apr 26, 2022 1 min read The Bank of Japan (BOJ) is an outlier. While all the other major central banks are turning more hawkish, the BOJ remains extremely dovish. This is causing the yen to dive. Ed Yardeni
