2024年10月4日 · Invest Smarter: Higher rates, inflation, and volatility demand more than passive strategies.Macro Advantage uncovers transformative themes and a portfolio to navigate today’s volatile markets, all while positioning you for long-term success.Go here to learn more about Ed and his team’s premier investment research service, Macro Advantage.

Helping you make better long-term investment decisions... Get started now with Thoughts from the Frontline from John Mauldin and Global Macro Update from Ed D'Agostino.Clear, concise, insightful research you can rely on.

January 3, 2025; A Controversial Start. It was an amazingly short week, punctuated by making 20 gallons of chili, serving almost 300 of my neighbors, and then recovering the next day, which didn’t leave a lot of time for in-depth analysis and forecasts.

2024年12月17日 · Felix keeps his media appearances to a minimum for most of the year. So, we’re particularly pleased to welcome him back on Global Macro Update.We’re covering a lot of ground today… everything from Europe’s energy woes and cheap Chinese cars to AI’s effect on America’s manufacturing revival and de-risking global supply chains.

2025年1月3日 · This is a political landmine. Immigration needs to be reformed. Actually, I think the Canadians pretty much have a decent handle on it. We need a variety of workers from those who are highly skilled, already speak English, and have a degree hopefully in a STEM area (we don’t need any more lawyers) to agricultural workers.

November 22, 2024; Waste, Fraud, and Abuse. Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.”

2025年1月1日 · It was a good year for dividend investing, with stocks like AT&T, Enterprise Products Partners, and LyondellBasell leading the way. Learn why these stocks, offering effective yields far above the S&P 500 average, remain strong picks despite market shifts. Here’s my 2025 outlook for dividends, interest rates, and legislative impacts as we continue building income and wealth together.

What you will get with The Daily Dirtnap. Discerning topics for discerning readers: The Daily Dirtnap is designed for financial professionals and self-directed, active investors, not the casual retail investor. Intellectual flexibility: Dogmatic trading usually leads to disaster.The Daily Dirtnap helps subscribers confront their own biases and adjust accordingly.

January 26, 2024; Going Bang! In thinking about the 2020s, I often find myself looking back to the 1920s. That decade began with a deep recession/depression and ended with a stock market crash.

2024年11月22日 · See the problem? We can and should do something about waste, fraud, and abuse, but the real problem is structural. The process by which we make these choices has been twisted in ways that make spending reductions extremely difficult—and spending increases practically automatic.. We will never get a handle on spending until we fix this broken process.