Opinions

Kelly Evans: Waiting on Perot

March 12th, 2024|

Kelly Evans CNBC October 19, 2023 The year is 1983. The sharp “double-dip” recession of the early ’80s has ended, and bond yields--which had finally been “broken” by Paul Volcker’s massive rate hikes--are showing signs

Apple Stock Is a ‘Dark Horse’ Bet on AI

March 12th, 2024|

Dana Blakenhorn InvestorPlace Contributor January 17, 2024 • Apple (AAPL) stock is down relative to Microsoft because of AI. • Apple plans to run large language models on its devices, not just on its cloud.

Ed Yardeni Says The Roaring Twenties May Be Back

March 12th, 2024|

Tiffany Tsoi Bloomberg January 25, 2024 These 20s (the 2020s) could be another Roaring 20s (as in the 1920s), according to Ed Yardeni, founder of Yardeni Research Inc. “History doesn’t repeat itself, but it does

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