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thx for the heads up and nice new glasses, looks good

No Ed….I did not listen.

how can you not have 11.9 million rather than 11.9K subscribers?

Thanks for your analysis and great video

I don’t think Pres Biden got enough credit for turning around our economy after the pandemic subsided. We’ll see what Trump, DOGE and the oligarchs can do. I hope the tariffs are broad based And should not be on Canada. I think Trump will stimulate a lot of growth through deregulation. Lina Kahn was so bad for the markets. Trump should keep the Fed Independent with no quasi Fed Chair. I agree Ed, he cannot interfere with the Fed if we have higher inflation.

God speed to all in LA!

This idiot guest has no idea what economy is ! All he knows to do is “buy, buy,buy”.

Ed, your analyses have made me a ton of money since I started subscribing to your Quick Takes a few months ago. Banks, semiconductors, pharmaceuticals, biotech, and some other sectors have been rocking it, as you expected.

I am looking forward to next weeks commentary and the impact of tariffs on the economy. thx

I'm not sure that Christmas retail jobs give me cause for optimism

Ahahah, spokesman of the 1%...thanks Ed, always great to see that there are strong soldiers behind the new aristocracy! For us peasants things are not working out that great but your smile and optimism always gives me hope!

That’s exactly why Trump &his oligarchs want to crash the economy to sell high than buy low robber barons M.O. since the Rothschild’s cornered England’s economy. Wishful thinking by day traders you have 🙃

Another valuable episode. Bears and cynics are grumbling of course, but when it comes to finance I prefer to look on the bright side. But I also avoid debt and volatile assets.

Howard Marks was very clear in his memo that there were reasonable justifications for apparently elevated valuation metrics relative to historical norms such as high quality businesses dominating the index. He provided an incredibly fair, and balanced analysis. Something Yardeni never does. It's always nowhere to go but up and anything that disagrees is wrong or will be revised. He says it jokingly but his dismissal of Marks's critique displays he really is just a pusher and not a serious analyst. If you have a bearish view there's no reason to pay for Yardeni's research until you're bullish again. So Yardeni tempts you with his permanently bullish tilt. He's just selling his verbal garnish.

Anyone who says that he’s going to meaningfully cut the national debt without touching social security, medicare and medicaid and the defense budget is a fraudster and conman!

Lets strip out every because they really dont give a F about inflation 😂

A recession cant be allowed to happen unless its a black swan that can instantly be stimulated.

Thumb down by accident 😮 sorry.

Are there any other analysts who are as accurate as Ed? I see so many analysts who try to scare me out of my positions, but I tell them Ed disagrees, and I end up winning.

the labor market is why i knew the high bond and mortage rates were irrational, the economy added many jobs, more than expected, at least that's my view.

land mortgages currently consensus at 7% which i do think is overpriced, it's because they still expect inflation, with economic growth, though I do not. bull will roar once they figure out inflation really is under control, after they also figure out trump is not gonna wreck the economy.

Thank you, Ed!

Thank you; I told my friend January would be sideways. My own view is in Spring the bull runs further. I think 53000 is the dow resistance going forward. I am FAR from Your expertise I just say my own views as a foil and to be able to review this in the future.

Great financial analysis! Thank You!!

i Think the housing market wants 7% mortgages but will settle for 5% I'm currently thinking the drive is simply uncertainty about trump's tariffs which look like they will be broad and deep. I agree January is sideways. 5% of prime lending or retail mortgages? Great content, gotta watch your episode yesterday. Liked & commented!

How will the country afford its debt without lowering interest rates? Will GDP rise enough?

Agree. Buy the dip.

You’re the man Ed

The office is looking pretty good in that shot😊

Thank you sir

I'm a really big fan of Ed

Shorts needs to be used for education like this more. It's people unlike you that are veering the next generation in a negative direction - but people like you are the ones who can save that. You've earned a subscriber, sir.

Thank you

Did you say the stock market did well on Friday? Maybe this is an old video.

No Ed…..that is the point. Govt regulations should not be up for auction. Regulations are there for a reason. Because at some point….people got hurt. I appreciate making money in the stock market as much as you do. But seriously….corporations are making plenty of money with the regulations they have. Don’t be greedy.

Your Fig 15 is very misleading. There is absolutely no evidence that supports this projection. Please do better.

What I saw today was all those productive immigrants looting the LA fires. It's gonna be fantastic when they start working our AI for us.

Dr. Yardeni, love your weekly videos. Appreciate it you consider uploading them to Spotify as audio only podcasts. Cheers!

Ed, Eric Good discussion as always. The Jobs report came out subsequent to this report. The 10 year ended at 4.77%, which is relatively high. I think year-end earnings will be fine but obviously company interest expenses will rise. Productivity is improving and I think we will avoid a recession for the next 90 days. However, I am less bullish than you are. Trump policies will present incredible volatility and unknowns. He speaks insane thoughts daily, like taking over Canada or Greenland. Tariffs will be based on what countries do to bring production to US, so I expect them to be customized like you mention. The US$ is at historical highs, so that is also a market threat. I am very cautious now. I tune in each week. I am retired leveraged finance VP, MBA but not an economist. I hope things are more bullish as you hope.

Thank you!

The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Milton Harper insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

The rest of January risks are CPI reading, FOMC, and Trumps hawkish few weeks. Also tnx being under 5.0. This week I think showed you.

9usd is having a minor correction after bouncing off a major multiyear post GFC trendline on DXY. Check for yourself.

Flash forward to next week……. Ed: how’s the weather in Santa Monica Eric ? Eric: 😱

Good. Inflation is horrible, raises housing prices and distorts capital investment in so many ways. If you want to stimulate consumer spending (which I don't advise) then make EITC and tax refunds quarterly. This means less interest free loans to USA but consumers gonna spend whatever they have as soon as they get it because money+pocket=burning hole for 90% of humans. I love your work so does my boss you two are great!!

Ed called for higher vol and I’m grateful to him that I heeded the call

You need to figure out who your audience is: traders or investors. Investors don't need your help. Traders do, so get it right.

What do you think about silver

Hope Eric is well with the crazy fires out there!

Despite increased US-China trade and investment tensions there shall be no war nor governmental or economic collapse in China. Perhaps a recession in China, though they will never admit that and are actively seeking anti-recessionary actions such as encouraging tourism and, frankly, youtubing and similar ways to tap into Western markets and consumers at a micro level. Chinese people are hard working and want to get rich, even more so than the English, really. Great video!