paid
Dr Ed's Video Webcast 5/14/25
Earnings & Valuation Under Trump 2.0 So Far
Even though Q1 earnings were fabulous, most economists, industry analysts, and…
Video Webcasts
147 posts
paid
paid
Dr Ed's Video Webcast 5/7/25
Is The Recession Over Already?
We believe in the resilience of the US economy. Recent years’ monetary tightening didn’t…
paid
Dr Ed's Video Webcast 4/30/25
Anatomy Of A Correction
A dovish faction has been forming within the Federal Reserve Board, dissenting from Chief Powell’s…
paid
Dr Ed's Video Webcast 4/23/25
On Edge For 90 Days
Trump’s Tariff Turmoil has put the world on edge. A new world order may…
paid
Dr Ed's Video Webcast 4/16/25
Bonds Away!?
Long-term Treasury bond yields surged last week despite news that March inflation was subdued and consumer sentiment is…
paid
Dr Ed's Video Webcast 4/9/25
Annihilation Days
Trump’s Liberation Day last Wednesday triggered Annihilation Days on Thursday and Friday, with the Stock Market Vigilantes…
paid
Dr Ed's Video Webcast 4/2/25
Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
The expected fallout from Trump 2.…
paid
Dr Ed's Video Webcast 3/26/25
The Fed’s Economic Forecast Versus The Consensus & Ours
Investors clearly fear a recession is coming—that’s what…
paid
Dr Ed's Video Webcast 3/19/25
The Bull Versus The Bear Case
Will all the Trump turmoil deepen the recent stock market correction into a bear…
paid
Dr Ed's Video Webcast 3/12/25
High Noise-To-Signal Ratios Unnerving Stock Investors
It’s getting harder to make out the shape of the economy through the…
paid
Dr Ed's Video Webcast 3/5/25
Testing The Resilience Of The US Economy
We continue to bet on the resilience of the American economy. Yes, the…
paid
Dr Ed's Video Webcast 2/26/25
A Tale Of Woes
While Ed and Eric have been accentuating the positives in the stock market outlook and also…
