Ed Yardeni, Yarden Research president, joins ‘Squawk on the Street’ to discuss the latest market trends, his take on hyperscalers, and more.
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youtube.com/watch?v=rdQg0a5BadA investing for the new investor.
ELI5: What is the absolute easiest way for a beginner to purchase SPAX33K right now?
TRUMP HAS A PERFECT TRACK RECORD WITH THESE CALLS, AND HE JUST EXPLICITLY ENDORSED $SPAX33K.
I’m going to say that Kramer is giving me an inverted statement… we are going back to the way it was. I should be ready by Monday.
No different than a car salesman…
Q2-2026 earning will be ugly
I've noticed the market has predicted about 27 of the last 3 financial crises.
Every scary headline makes it sound like the end is already here… until the next headline says we're entering a new bull market.
That's why I've stopped trying to build my portfolio around doomsday forecasts.
If a crisis comes, I want to be able to position and adapt instead of panic, which is one reason more people are paying closer attention to (Midavest).
The market loves making bold predictions. Reality usually has a different script.
Different approach, but it's been working much better for me.
Ed gotta keep these prices up as he dumps all his positions most likely. After he is done selling he will tell you to get out.
Pumping up what they own!!! What a concept
Data centers are not used to store data, they are used for compute. Data storage is something we will always need more of, but compute? Maybe, we will find out I suppose.
The earnings are only in ai build out companies which is going to drop off …because the small amount of companies even using ai are not seeing a return on investment… Uber and now Ford have discontinued use because of cost…..the data centers are out of power and run the equivalent of a jetliner onsite 24hrs a day just to get the power now…..he looks at the current numbers with no thought of under pinnings that are failing….they built a inefficient product that can't scale because of power that doesn't make money for companies that cost to much……that's what your investing in