06/09/2020
Today Ken Fisher, RCM "Too pricey, still!" So say a plethora of pessimistic pundits--about stocks. With price/earnings ratios and other valuation metrics quickly regaining on?even... |
Zachary Karabell, Time We're in a state of confusion about our economy. Zachary Karabell on why the recent jobs report doesn't offer us much clarity. |
Paul Krugman, NYT An uptick, but the economy is still on life support. |
John Tamny, RCM With oil back in the $40/barrel range, U.S. oil producers are slowly re-opening wells. Financing of this activity was pretty scarce back in April since lenders no longer trusted the inventory of... |
Kevin Carmichael, MSNBC Coronavirus - stocks and stock market are soaring despite the pandemic. But a recession is officially here, which means the economy is in trouble. |
Rex Nutting, MarketWatch If authorities get the little things wrong, how can they hope to inspire confidence about the big things? |
Reuven Brenner, Law & Liberty For the first time in memory, the United States had severe restrictions on individual freedom in place during the Jewish celebration of Passover—a holiday that, by tradition, is associated with freedom and celebrations with family. |
Philip Napoli, The Hill The president's actions bolster the most potent argument against social media regulation â?" that any regulatory intervention is fundamentally a political tool to be abused by the administration in power. |
Gordon Feller, City Journal A financial tool that could help cities achieve a sustainable fiscal recovery |
Rebecca Spicer, USAT Summer travel is an American tradition. Last summer, travelers were flying in record numbers. The Transportation Security Administration screened nearly 2.8 million people in a single day. This year, amid COVID-19, TSA is seeing record lows. |
Hossein Moiin, RCM I had a front row seat as the CTO of Nokia Networks when the 4G revolution unfolded. As many nations struggled to justify the deployment of yet another mobile network, the United States acted swiftly... |
Myron Ebell, Examiner Many Republicans in Congress made political hay by labeling the Green New Deal as "socialism." Surprisingly, too many of these same Republicans are now the leading supporters of a major piece of socialist legislation. Unlike the Green New Deal, which was defeated in the Senate with 57 votes against and none in favor (with 43 Democrats voting present), the Senate is on the verge of passing the Great America Outdoors Act with Republican support, plus almost unanimous Democratic support. |
Richard Moody, Regions Bank |
Allison Schrager, Manhattan Inst. But in these unprecedented times, there is reason to remain concerned. |
Liz Ann Sonders, Charles Schwab The dominant question we've been getting from investors is about the perceived disconnect between what's happening on Main Street and what's happening on Wall Street. |
Abigail Devereaux, AIER The novel coronavirus has done severe economic damage all over the globe. The Congressional Budget Office (CBO) stated on June 1, 2020 that it could take nearly a decade for the economy to grow back to levels forecasted this January. As economists, we want to understand just how much damage has been done to what people and sectors and how that damage was perpetrated. There’s usually more than one perp in a Depression. |
Ryan Detrick, LPL Financial Research Market Blog In many ways, what we've seen so far in 2020 has been both record-breaking and devastating. From the S&P 500 Index peak on February 19 to the bear market lows March 23, stocks lost ? |
Allison Schrager, Manhattan Institute The feds never normalized their balance sheet after the last financial crisis, and now after coronavirus, the fed's balance sheet is more than $7 trillion. |
Matt Egan, CNN In the early 2000s, Dick Parsons was part of the first wave of black CEOs in Corporate America. The Time Warner boss predicted at the time that the wave was just beginning. |
Ann Carrns, New York Times The real estate market is challenging this spring â?" all the more so because lenders are checking, and rechecking, borrowers' finances in response to the economic turmoil of the pandemic. |
Ayalla Ruvio, Forrest Morgeson & Tomas Hult, Hill Retailers need to plan for politicized consumerism when the COVID-19 pandemic fades. |
Nathan Lewis, Forbes Since Deficit's Don't Matter now, can we have a tax system that is Flat and also Uniform? |
Editorial, New York Post Just when it felt like the country was completely falling apart comes great news: surprising, unprecedented job growth along with clear signs that the national pandemic has ebbed far from its peak. |
Vanessa Chan, USA Today As COVID-19's effects were rippling globally last spring, student internships were among the dominoes that started to thud — significantly shortened or in some cases entirely canceled. As the Undergraduate Chair of the Materials Science and Engineering Department at the University of Pennsylvania, my calendar was filled with Zoom meetings with students who wanted to see if I could help. As a former McKinsey partner, I have many corporate connections and they wanted to know if I could introduce them to my network as they scrambled for new opportunities. |
Katie Brockman, Motley Fool For many people, retirement is a lifelong goal, and you'll need to save consistently for decades to achieve it. But for more and more workers, retirement is becoming unreachable, no matter how hard they work for it. Roughly 40% of people believe they'll never be able to retire at all, according to a recent survey from Social Security advice site SimplyWise. In addition, around 67% of workers plan to retire but expect to keep working to some degree. |
Chad Parks, MarketWatch You?ll have different needs in all stages of life |
Ben Inker, GMO At the March lows, most risk assets appeared to be fair value or cheap, even assuming a moderate hit to fair value from a severe recession. In our multi-asset portfolios, we added to our holdings of equities and credit over the few weeks around the lows. |
Mark Hulbert, MarketWatch Nasdaq market timers? short-term trading portfolios are almost 50% in cash on average |
Jesse Pound, CNBC A better-than-expected jobs report is the latest data point that shows a possible quick recovery for the U.S. economy. |
John Rekenthaler, Morningstar Too often, structured products and exchange-traded notes mislead their buyers. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Klaus Schwab, World Economic Forum The changes we have already seen in response to COVID-19 prove that a reset of our economic and social foundations is possible. Professor Klaus Schwab outlines how to achieve it. |
Lindsay Campbell, Modern Farmer Demand for the old delivery system has skyrocketed amid COVID-19. |
Macromon, Global Macro Monitor This whole FOMO thingy is kind of perplexing to us. |
Ben Carlson, A Wealth Of Common Sense "Here's the pitch. Just a bit outside." |
Dave Sekera, Morningstar Restaurants and bars account for most of the surprising increase in jobs; our thesis holds that the long-term trend in GDP will not be significantly altered by the coronavirus. |
Sandwichman, EconoSpeak Trump's cynical invoking of George Floyd yesterday has a history that explains what he imagined he was doing. |
Branko Milanovic, Pro Market The Covid-19 crisis is unprecedented in its global scope and open-ended, uncontrollable progress. By their very nature, the models that economists often use to make predictions cannot take into account the unpredictable social and political shocks we might face. |
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