Ed D'Agostino | TalkMarkets | Page 1
COO at Mauldin Economics
Contributor's Links: Mauldine Economics
With 30 years of experience at executive levels in the real economy, Ed leads our macro research team. Ed has been the COO, publisher, and principal at Mauldin Economics since its founding in 2012. Through his interview series, Global Macro Update, along with being co-host of our annual Strategic ...more

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The Investment Cases For Copper
Copper prices have exploded higher, up 33% year to date. The demand is coming from so many sectors of the global economy, it is hard to find a reason not to invest.
Cracks In The Labor Market
During her SIC presentation, Danielle noted that the percentage of people working second jobs on top of their primary full-time jobs is at a multidecade high.
Louis Gave’s “Anti-Fragile Asset Of Choice”
The Strategic Investment Conference has dominated my week in the best way possible. I’ve spoken with several friends we’ve had here on Global Macro Update, including Felix Zulauf, Louis Gave, and Pippa Malmgren.
The Most Important Global Commodity Of The Decade
The US produces massive amounts of natural gas as a byproduct of oil production.
McBride: “99% Of Crypto Is Absolute Garbage.”
The fourth bitcoin halving is coming, possibly within the week. This happens roughly every four years when the reward for mining bitcoin is cut in half—this time from 6.25 bitcoins to 3.125.
What Is Gold Telling Us?
Demand for gold is not coming from individuals but from central banks. Money flows from ETFs that hold gold have been negative since 2020, while central banks are adding record amounts of gold.
Where I See Pockets Of Green
As a group, the “magnificent seven”—Meta, Tesla, Amazon, Nvidia, Apple, Microsoft, and Alphabet—returned 107% in 2023. That is remarkable by any measure.
The Man Spending $500 Million To Restore Your Digital Privacy
Earlier this week, I shared my thoughts on a ban or forced sale of social media platform TikTok. The Chinese Communist Party can use it to surveil and manipulate Americans, and we should ban it immediately.
1 to 8 of 8 Posts