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Topic
Valuation
3 posts
Page 1 of 1
15 Sep
15 Sep 2026
Proceed With Caution
I. Lowering S&P 500 Target On Saturday, we lowered the subjective odds of our Roaring 2020s base-case scenario from 80% to…
Ed Yardeni
S&P 500 Earnings
17 Aug
17 Aug 2026
Is The Fed's Stock Valuation Model Working Again?
I. The Fed's Stock Valuation Model In his famous December 5, 1996 speech, Fed Chair Alan Greenspan asked, "How can we…
Ed Yardeni
Fed Model
25 Jul
25 Jul 2026
US MARKET CALL: MTM & Chips' Profit Margin Distorting S&P 500 Earnings, But FEMO Lives On!
I. Stocks Stop the music! S&P 500 earnings per share (EPS) have been significantly distorted by huge capital gains on investments by…
Ed Yardeni
US Market Call
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