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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni

> Ed Yardeni: Foreign stocks have been outperforming US stocks since early last year. Contributing to this outperformance has been the weakening dollar over this period (chart). That's fueled lots of chatter about the so-called "**Sell America Trade**" and **dedollarization**. That's a bit ironic considering that during **2024** the chatter was about "**American Exceptionalism**." > We aren't giving up on the…

Feb 25, 2026·Capital Flows
Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni

10 Roaring Reasons To Remain Optimistic | 13 Feb 2026 | Ed Yardeni

> *"The economy has actually been remarkably resilient for quite some time... it's been hit by a lot of shocks and yet it continues to grow."* - **Ed Yardeni** ([02:42](https://youtu.be/wT3oHqVFGG4?t=162)) (Discussing the lack of a major recession since **2008**) > *"This is the seventh year of the roaring 2020s... we've got four more years to go. I'm still thinking that we're not going to have a recession between…

Feb 14, 2026
·Ed Yardeni
10 Roaring Reasons To Remain Optimistic | 13 Feb 2026 | Ed Yardeni
Source
Capital FlowsEd YardeniEquity
+55 more tags
MacrosMarkets & InvestmentsReport, Blogs & InsightsSell AmericaUS

Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni

Ed Yardeni: Foreign stocks have been outperforming US stocks since early last year. Contributing to this outperformance has been the weakening dollar over this period (chart). That's fueled lots of chatter about the so-called "Sell America Trade" and dedollarization. That's a bit ironic considering that during 2024 the chatter was about "American Exceptionalism."

We aren't giving up on the…

View Full Article
UJ
Feb 25, 2026
Source
Ed YardeniEquityInvesting
+33 more tags
Macros
Markets & Investments
Podcast

10 Roaring Reasons To Remain Optimistic | 13 Feb 2026 | Ed Yardeni

"The economy has actually been remarkably resilient for quite some time... it's been hit by a lot of shocks and yet it continues to grow." - Ed Yardeni (02:42) (Discussing the lack of a major recession since 2008)

*"This is the seventh year of the roaring 2020s... we've got four more years to go. I'm still thinking that we're not going to have a recession between…

View Full Article
UJ
Feb 14, 2026