“Stocks Roll Through Summer’s End. But Now Comes September” (you need a Barron’s subscription to view) It is September again and the perennially negative are out worrying about the calendar. “To paraphrase Mark Twain, September is a peculiarly dangerous month to speculate in stocks (Twain goes on to posit, to also paraphrase, so is every other…
Tag: Ed Yardeni
Session 70–“The Dangers of a Market Melt-up”
I don’t just bash the media! I like to recognize thoughtful work when I see it, and I think the New York Times, Jeff Sommer has given us that in “The Dangers of a Market Melt-up.” The piece highlights the work of economist/ strategist, Ed Yardeni and money manager/market analyst Laszlo Birinyi. Both have been…