Ed D'Agostino

Partner at Mauldin Economics @MauldinEcon
Skier, fisherman, Catamount!
Host of #GlobalMacroUpdate podcast

[Ed D'Agostino @EdDAgostino]

CNN's Fear and Greed Index is at 6. It doesn't get much scarier than that! I spoke with @donnelly_brent this week about the markets, what's happening with AI finance, and if we are in for a correction. It's a great watch - you can catch us here 👉
https://t.co/kR8BRFXQvu

[Mauldin Economics @mauldinecon]

Economic data is more divergent than ever, which is why forecasts are all over the map. @johnFMauldin cuts through the noise on GDP, earnings, oil, and what "Muddle Through" actually means right now.
https://t.co/dxsdE3Isbp

#Economics #Investing #GDP #StockMarket

[Josh Young @JoshYoung]

Wow

[Ed D'Agostino @EdDAgostino]

@leadlagreport Agreed. Humanity is not prepared for what comes next.

[Ed D'Agostino @EdDAgostino]

@dailydirtnap Physical is an inefficient market, and your dealer knows it. There are benefits to physical when you work with the few fair dealers or store your metal with Brinks...

[Liz Ann Sonders @LizAnnSonders]

Lines are blurring between investing and gambling and here are my basic thoughts:

INVESTING = OWNING

GAMBLING = HOPING

[Mauldin Economics @mauldinecon]

A thoughtful look at the structural shifts shaping the global economy and why @JohnFMauldin sees this as a period of significant transition driven by debt, demographics and policy choices.
https://t.co/YWsDq0hC3H

#Economy #Markets #Finance

[Mauldin Economics @mauldinecon]

Ed D’Agostino (@EdDAgostino) sits down with George Friedman (@George_Friedman) for a timely Global Macro Update, digging into his latest geopolitical outlook and why he sees the global order shifting right now.
https://t.co/WSoXOjt5M1
#Geopolitics #GlobalMacro #Economics

[Mauldin Economics @mauldinecon]

Liz Ann Sonders (@LizAnnSonders) brings sharp insight to market concentration and why the Mag 7 deserves a fresh look. @EdDAgostino shares their full conversation in his latest Global Macro Update.
https://t.co/fdAysMRK51

#Investing #Markets #SAndP500 #Finance

[Ed D'Agostino @EdDAgostino]

One of my favorite interviews of the year. Jeff deGraaf of @RenMacLLC joins me to talk about his investment process, interest rates, the market cycle, and where to invest today. Thanks Jeff! https://t.co/na3gdDu5ZB

[Mauldin Economics @mauldinecon]

AI’s biggest challenge may not be rogue algorithms... it’s electricity.
@EdDAgostino talks with Steve Lord (@BurklandAssoc
) about the looming power bottleneck in data centers. Watch the interview:
https://t.co/tpyVsLxYoX

#AI #Energy #DataCenters #GlobalMacroUpdate

[Mauldin Economics @mauldinecon]

Near‑zero interest rates created what Michael Howell (@crossbordercap) calls an “everything bubble.” @EdDAgostino discusses why the bill is coming due, and shares his full interview with Howell.
https://t.co/ClBOQL2Keh

#GlobalMacro #InterestRates #Liquidity #GlobalMacroUpdate

[Ed D'Agostino @EdDAgostino]

Sophomoric macro...

[Bloomberg Opinion @opinion]

India has a big inflation problem, says @Moss_Eco. It's too low and a major policy shit is overdue https://t.co/Ib0uTge7Nl

[Mauldin Economics @mauldinecon]

Big tech shake‑ups aren’t new… but how will AI giants fare in the long run? @EdDAgostino sat down with @donnelly_brent to talk investor psychology, AI valuations, and more.
https://t.co/mPHuAVD5wU

#ArtificialIntelligence #TechTrends #FinanceInsights #GlobalMacroUpdate

[Ed D'Agostino @EdDAgostino]

@_SeanDavid @blocks @owenbjennings Maybe they should work harder...

[Ed D'Agostino @EdDAgostino]

@joshyoung If I may suggest an edit... Inconsistent, ad hoc policy hurts the US. Says it all!

[Frank Luntz @FrankLuntz]

The income a single person and 4-person family needs to live comfortably in each U.S. state:

👉🏻 https://t.co/CZz0c0FGMu

[Ed D'Agostino @EdDAgostino]

10/ See the full interview with Dr. Ed Yardeni here:
https://t.co/Vh7PSVfLrJ

[Ed D'Agostino @EdDAgostino]

1/ I just published an interview with the great @Yardeni, who’s both bullish and grounded.

His read on the economy right now is positive and contrarian.

Here’s the breakdown 👇

[Ed D'Agostino @EdDAgostino]

9/ @Yardeni is bullish on gold too, saying it could hit $10,000/oz by the end of the 2020s.

This is not a dollar collapse story. It’s all geopolitics and central banks hedging post-Ukraine.

“This decade rhymes with the 1920s — productivity, innovation, and disbelief driving markets up.”