Ed Yardeni’s voluminous, data-driven, daily research has always been geared to institutional investors, but recently he introduced “Quick Takes” for individuals.
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A SURPRISING AI IMPACT AND CHINA’S THREAT ARE ON DAVID GIROUX’S RADAR SCREEN
David Giroux’s research revealed AI’s impact extends beyond company profits, influencing the entire economy with potential changes to inflation and interest rates. Additionally, he identified China’s military aggression as a separate portfolio risk.
BENZ: ONE-WORD RESOLUTION
Christine Benz is not big on New Year’s resolutions, but this year, she changed her mind with a twist. She chose one word.
McLENNAN: THE GEOGRAPHICAL PIVOT OF HISTORY
“History doesn’t repeat itself, but it often rhymes,” according to Mark Twain. History buff Matthew McLennan recommends we read a 1904 essay.
TRENNERT: POPULISM RISING
Forty countries representing 40% of the world’s population and nearly 80% of its stock capitalization are holding national elections this year, including the U.S., where public trust in government is near historic lows. Jason Trennert explains why he is tracking the rise of populism.
PAGE: FINANCIAL LITERACY SIMPLIFIED
Making the most of the Covid lockdown! T. Rowe Price’s Sébastien Page penned a book for financial experts. However, it was sitting down with his ten-year-old daughter during Covid that made financial education more accessible.
