On the increase in auto insurance: For quite a few years the portion of sales that are large trucks and SUVs has increased, but the portion of the in-use fleet of personal vehicles of Americans that is oversized lags these sales numbers. Old cars replaced with new trucks. The cost to ensure American’s vehicles depends on fleet makeup. Note also that it isn’t just about how large your own vehicle is. If you have a bigger thing, yes, it costs more to insure. But also, if everyone in your town is driving a big truck, your vehicle will suffer more damage per crash due to the increased kinetic energy of large vehicles. It takes time, but your auto insurance literally increases when more of your neighbors drive big trucks and SUVs.
When you show charts, it would help if you increased the size/visibility of the cursor...that small arrow is hard to follow. Overall, however, thanks for your efforts in helping to fill in significant gaps in my economic knowledge.
Was updating via the cloud a consumer choice, or a requirement? Funny how subscriptions in print were less than today's software subscriptions. Funny. Yeh.
@@YardeniResearch Thankful for your long detailed insights. Picking up small details that matter from your long chats. Please keep them long and as educational as possible. Brilliant!
My only regret is not finding you guys sooner! Amazing discussion and great insights!
On the increase in auto insurance:
For quite a few years the portion of sales that are large trucks and SUVs has increased, but the portion of the in-use fleet of personal vehicles of Americans that is oversized lags these sales numbers. Old cars replaced with new trucks.
The cost to ensure American’s vehicles depends on fleet makeup.
Note also that it isn’t just about how large your own vehicle is. If you have a bigger thing, yes, it costs more to insure. But also, if everyone in your town is driving a big truck, your vehicle will suffer more damage per crash due to the increased kinetic energy of large vehicles.
It takes time, but your auto insurance literally increases when more of your neighbors drive big trucks and SUVs.
Ed, why is the yield curve still inverted?
I wonder how Mr. Yardeni defines productivity.
When you show charts, it would help if you increased the size/visibility of the cursor...that small arrow is hard to follow. Overall, however, thanks for your efforts in helping to fill in significant gaps in my economic knowledge.
the best! the best!
Duration and rate mismatch continues to wreak havoc on.?
Who is Eric? Just curious . Thank you, Ed! You are my go too in chaotic times !
Shades of the Nifty Fifty. Good til it isn’t. Over priced? Discounted hereafter?
July arriving.
Unrelated to that, now is a great time to sell.
Was updating via the cloud a consumer choice, or a requirement? Funny how subscriptions in print were less than today's software subscriptions. Funny. Yeh.
MAX
35 minutes is to long
12:20-29:25
The data are on screen for half that amount of time. If that’s what you’re here for.
It’s long because they bring more data than most. Yas queeen
Skip the Q&A to spend less time on the video. Thanks for tuning in.
@@YardeniResearch Thankful for your long detailed insights. Picking up small details that matter from your long chats. Please keep them long and as educational as possible. Brilliant!