Public MARKET CALL: Beware The Front Cover Curse & Trump Tariffs 2.0 Feb 2, 2025 3 min read We are sure that Forbes magazine has had plenty of cover stories about successful entrepreneurs who survived the front-cover curse and remained successful. However, the magazine has also featured a few rising stars who subsequently crashed and burned. The latest Forbes front cover features Michael Saylor of Microstrategy and is titled "The Bitcoin Alchemist." It's not a ringing endorsement. In any event: We have been warned. Ed Yardeni Eric Wallerstein
Public Take Down These Interest Rates And Oil Prices Too! Jan 23, 2025 3 min read President Donald Trump invoked his inner President Ronald Reagan today in a virtual speech at the World Economic Forum in Davos, Switzerland. But his asks amounted to a taller order than just "tear down this wall." During his address, Trump demanded lower interest rates (not just in the US, but globally), called on OPEC to lower oil prices, and urged that the Russia-Ukraine war must end as soon Ed Yardeni Eric Wallerstein
Paid Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds Jan 21, 2025 3 min read paid The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day #1 of his second term as was widely expected. Instead, he will be raising them on Canada and Mexico on Day #13 (February 1). That's what he said Monday evening. Stocks also got a boost when Trump announced today that Softbank, OpenAI, and Oracle are forming a $100 Ed Yardeni Eric Wallerstein
