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The Order Is Rapidly Fadin’

Global Macro Update

The Order Is Rapidly Fadin’

Big Time Change

Thoughts from the Frontline

Big Time Change

Do Funds Belong in Your Income Portfolio?

Dividend Digest

Do Funds Belong in Your Income Portfolio?

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Ed D'Agostino

Ed D'Agostino
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LATEST VIDEOS

More Free Research

The Bipolar Economy, Part 2

Thoughts from the Frontline

The Bipolar Economy, Part 2

Today we continue my 2026 economic and market forecast. Last week I described our current environment as The Bipolar Economy, featuring wild and frequent mood swings. We could also add psychosis to the symptom list.

16

Jan

Rethink the Mag 7 with Liz Ann Sonders

Global Macro Update

Rethink the Mag 7 with Liz Ann Sonders

My favorite kind of chart makes you think, “Huh.”

16

Jan

Don’t Touch These Well-Loved Brands

Dividend Digest

Don’t Touch These Well-Loved Brands

Over the weekend, I sat down to update my watchlist. I’m always on the lookout for new stock ideas and go through my favorite stock screeners at least once a month.

14

Jan

Participation Inflation

Connecting the Dots

Participation Inflation

A recent piece in the Wall Street Journal noted something that feels trivial at first glance but isn’t: people don’t dance anymore. Not casually, not spontaneously, not without self-consciousness. Dancing, once a low-cost kind of recreation, has become risky and expensive.

11

Jan

The Fallacy of Composition

Global Macro Update

The Fallacy of Composition

Have you ever thought about the incredible number of assumptions you make every day, subconsciously?

09

Jan

The Bipolar Economy

Thoughts from the Frontline

The Bipolar Economy

Extreme mood swings are characteristic of a psychiatric condition called bipolar disorder. Patients can cycle between euphoria and depression. This is difficult because we all need balance to live normal lives. We spend most of our time in the muddle-through zone between the extremes.

09

Jan

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Every week, Ed D'Agostino—our publisher and COO—interviews leading economic, geopolitical, and investment experts to help you get ahead of major trends and market shifts.

 

 

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Global Macro Update

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