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Ed Yardeni: Are We Living in the Roaring 2020s?

Wealthion - Be Financially Resilient

ADVICE

Staying Long in the Market

  • Yardeni suggests staying long in the market, having been bullish since late 2022.
  • He acknowledges extended valuation multiples but sees opportunities outside the mega-cap seven.
  • He mentions technology, financials, industrials, and communication services as potential areas for growth.
  • He advises caution in healthcare due to political factors and materials/energy given China's performance.
  • Yardeni expresses preference for assets with income and value, like stocks, bonds, commodities, and real estate.
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