Ed Yardeni is one of the most thoughtful, data-driven voices on Wall Street. He’s not a perma-bull or a doomsayer—he calls it like he sees it, based on the numbers. He’s been a leading voice behind the “Roaring 2020s” thesis—and so far, he’s been more right than wrong. But recently, he's tempered that optimism and has begun to revise his targets lower. We’ll discover what’s changed—and in light of the data, where we really stand.