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WEEKLY WEBCAST: China’s Currency & Japan’s Stocks
Trump’s Tariff Turmoil has undermined the US’s credit worthiness and unsteadied the dollar. For countries harboring currency-dominance aspirations,…
Video Webcasts
150 posts
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WEEKLY WEBCAST: Japan’s Brawl With The Bond Vigilantes
After last week’s portentous Japanese government bond auction, in which demand was so weak as to be off the…
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Dr Ed's Video Webcast 5/21/25
Meltup In Stocks Or Meltdown In Bonds?
Two scenarios to put on your radar: Bond prices might melt down if…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
