Our favorite economist Ed Yardeni has a new blog, and it is well worth visiting. A visitor can get there by typing http://blog.yardeni.com. While we subscribe to his “Morning Briefing” and find it very useful, anyone can go to the blog and see his posts that will relate to a major topic discussed in his “Morning Briefing”. Most will be charts with an accompanying explanation.
Today he highlights the boom in global trade. This is a theme we are focused on in our portfolios, and it was heartening to see that his charts confirm the continuation of a vibrant global economy…at least for now.
