Ed Yardeni

Washington Is A Big Redistributor

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Federal revenues rose 12.8 percent in y/y in July. They have been boosted by increases in tax rates at the beginning of the year rather than a significant improvement in US economic growth.

Bernanke's Melt-Up (excerpt)

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Fed Chairman Ben Bernanke seems to agree with Ed Yardeni's upbeat assessment of the future led by the ongoing high-tech revolution.

Cyprus & Lehman (Excerpt)

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While the Cyprus Moment seems to have come and gone, the risk is that the country's bailout plan has set the stage for a run on euro zone banks.

Great Rotation

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The jump in Lipper's weekly equity mutual funds inflows since the start of the year has sparked some chatter about a "great rotation" out of bonds and into stocks.