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Geoff Bysshe
Did We Learn Anything From the Sock Puppet in 2000? By Geoff Bysshe - Dec 09, 2024

Last week, in an AI-enabled event, the Sock Puppet emerged from retirement and sat on a panel of market prognosticators with Micro Strategy’s chairman, Michael Saylor. The Sock Puppet said to Mr....

Ed Yardeni
Does the Stock Market Have a Valuation Problem? By Ed Yardeni - Dec 07, 2024 10

Valuation & Growth As we’ve seen over the past three years, stock investors don’t like recessions, not even the no-shows. There was much anxiety about an imminent recession from January 3, 2022...

Claudia Sahm
Why Is Economic Growth So Good and How Do We Keep it Going? By Claudia Sahm - Dec 06, 2024 6

My interview on Bloomberg last week started with a trillion-dollar question: It is important that we don’t just look at a GDP number and say, “Oh, it’s almost 3%,” and move on. We need to stop and...

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