The Big Picture

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...

 At the Money: Should you be a Stock Picker? (May 1, 2024) We know it’s challenging, but should you try your hand...

 The transcript from this week’s, MiB: Ed Yardeni on the Roaring 20s, is below. You can stream and download our full...

Putting the final touches on my quarterly RWM client call, I wanted to share a chart that is surprising to many people. The...

In the northeast, Spring has fully sprung. Temps are expected to kiss 80 today, and after a mild winter, we have been enjoying abundant...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Man Who Killed Google Search: When...

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • We might...

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research, a provider of global investment strategies and...

A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a...

 At the Money: What Data Matters and What Doesn’t (April 24, 2024) Bill McBride has spent the past 20 years...