04/27/2021
Today Sam Spiegelman, Orange County Register Real estate is far from the only industry where established players work tirelessly to stifle competition and keep fees high. But this doesn't make it right. |
Vivekanand Jayakumar, Hill In the short-run, the real risk is associated with a sudden cooling of housing demand just as construction kicks into high gear. |
Joseph Calhoun, Alhambra Investments April 15th was the two week anniversary of the day my wife and I got our second Moderna shot. We have spent the last 13 months being very careful about the virus, limiting our contacts, social distancing and generally doing anything that seemed helpful. I am certainly aware that others took a more liberal attitude |
John Tamny, RCM On May 15, 1997 Amazon floated its shares to the public at $18. If you purchased $10,000 worth of the stock on IPO day you'd have holdings worth $12 million today. That very few can lay claim to having made this investment speaks to how great the skepticism was about Amazon 24 years ago. Rest assured that the next 1,200x your investment opportunity likely exists in the stock market as you read this, but it's not obvious. If it were, investing would be easy. |
Roger Ferguson, CNN Retirement may seem like a distant reality for many Americans. Unfortunately, pandemic-related job losses and benefit reductions derailed retirement savings for millions of workers. |
Donald Boudreaux, AIER "It is, I believe, deeply misguided to insist that the principle of government even-handedness requires that government ignore the age profile of a disease's victims. It is misguided to demand – either on grounds of equity or by noting, correctly, that all lives are sacred – that the policy... |
Mary Harris, Slate We couldn't all agree on wearing them in the first place, so it only makes sense that we're now fighting over when and how to take our masks off. |
Matthew Dickerson, Washington Examiner It's often said that a budget is a reflection of values. A budget is also about responsibility. |
Gary Galles, Issues & Insights The recognition of property rights is crucial to a well-functioning society. |
Binyamin Appelbaum, NYT The definition has always depended on what a society is trying to accomplish. |
Ella Nilsen & Alex Ward, Vox Biden's domestic policy is also foreign policy. |
Wayne Crews, Forbes Policy is conducted or influenced not just by laws and regulations, but via thousands of agency "guidance documents." A Trump executive order forced agencies to post all guidance online in a centralized portal. Biden is dismantling these in real time, and the public can watch as it happens. |
Mark Eidem & Michael Rawson & Adam Lynch, CS Picking your dividend-paying stocks is half the battle. How do you know when it's time to sell? Consider following these three steps. |
Liz Ann Sonders, Charles Schwab Although earnings season has a ways to go, the results have been strong enough to significantly boost growth expectations, while also easing some valuation concerns. |
Michael Aked, Research Affiliates Factor timing is the ability to add value to an investment strategy by altering the exposure to various factors through time. Our analysis shows that a factor-timing strategy based on a factor's discount (or valuation) and momentum yields the most robust outcomes. |
Liz Ann Sonders & Kevin Gordon, Schwab Special purpose acquisition companies—also known as blank-check companies—have gained immense popularity since the beginning of 2020. |
Anu Gaggar, Commonwealth Who will be the winners (and losers) of the American Jobs Plan? Commonwealth's Anu Gaggar makes her picks. |
Carrie Schwab-Pomerantz, Schwab The American Rescue Plan Act includes much more than stimulus payments, especially if your children are minors. |
Larry Kudlow, The New York Sun Stocks in the past few days have moved higher across the board. Mr. Market has apparently decided that President Biden's sweeping tax hikes won't be passed. We'll just have to see. Remember, Democrats will have two bites out of the 51 reconciliation |
Deepak Bhargava & Dorian Warren, USA TODAY The American Rescue Plan has been hailed as a historic effort that will cut poverty by a third and child poverty by half. Congress can keep it going. |
Luke Puetz, Fisher Investments So far, people aren't spending a ton of their government windfall. |
Zachary Carter, New York Times Joan Robinson upended the misogynistic good-old-boys' network of economists and devised theories around competition and labor vital to the antitrust debates of today. |
Gilbert Kaplan, The Hill The federal government has never had a central figure in charge of manufacturing, someone who wakes up every day, or even lies awake at night, thinking about the key manufacturing questions. |
Julia Horowitz, CNN One of the hottest corners of financial markets is getting slightly less manic. |
Editorial, New York Post Not content with jacking up taxes massively and dangerously mushrooming the state budget, legislators are now looking to inflict yet more pain, by sneaking through a "universal rent control… |
Clare Morell, Washington Examiner The recent pressure on Big Tech from Republicans is working, and they should keep it up. |
Preston Caldwell, Morningstar We've increased our U.S. GDP growth forecast. |
Jeff Sommer, New York Times The economy and the stock market have churned out spectacular numbers, and investor optimism is high. But don't forget to hedge your bets. |
Stephen S. Roach, Project Syndicate There were three seemingly strong reasons to predict last year that the US economy was headed for a double-dip recession. In the end, a confluence of three other reasons explains why that prediction turned out to be spectacularly wrong. |
Eric Boehm, Reason A Connecticut company got a $138 million government contract in order to break America's supposed "dependence" on foreign-made syringes. It has yet to produce even a single one. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Casey Carlisle, UncleNap.com |
Brian Bernard, MStar But more-affordable homes will be needed to realize millennials' ownership potential. |
Ed Yardeni, Dr. Ed's Blog The 1920s may offer a template for the 2020s. |
Cullen Roche, Pragmatic Capitalism Three things I think I think... |
Scott Sumner, Econlib To anyone with knowledge of public finance theory, reading media reports of capital gains taxation is almost painful. |
Ben Carlson, AWOCS The Great Financial Crisis in 2008 left an indelible mark on my psyche as an investor.But it wasn't the crash itself that has shaped me as an investor. It was the aftermath of the crash. |
Nicolas Rabener, CFA Institute Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not. |
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