Strategist Ed Yardeni says that the “New Normal” scenario that has been promulgated by Bill Gross and PIMCO is off base — and says recent economic data proves it. “While Bill Gross sees a world full of new normals and paranormals, the old normal business cycle continues to show that it is still in gear,” [...]
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Tag Archives: Ed Yardeni
What to Expect in a Bull’s Second Year
March 22, 2010
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With the bull market having recently hit its one-year anniversary, MarketWatch’s Jonathan Burton says investors might want to look to history for clues about what to expect in what will, hopefully, be Year Two of the bull. “This next year, history may not repeat itself, but as Mark Twain quipped, it could rhyme,” Burton writes. [...]
Read moreWhere Do We Go from Here? Sonders, Yardeni & Others Weigh In
July 30, 2009
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With the market continuing to surge, SmartMoney.com recently surveyed a number of top strategists to see just how much room they think stocks have to run, and found a good deal of optimism that was tempered by caution. Among the strategists: Charles Schwab Chief Investment Strategist Liz Ann Sonders; Yardeni Research President Ed Yardeni; and [...]
Read moreYardeni’s 12 Reasons for Optimism
April 29, 2009
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Yes, the news this morning is filled with swine flu and a bigger-than-expected first-quarter GDP drop, but Ed Yardeni of Yardeni Research — who has a pretty good track record of economic forecasting, including his solid calls on the last recession recovery in 2003 — is offering several reasons for economic optimism. (A tip of [...]
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