04/18/2020
Today John Tamny, RCM "I can't not act. It's what I was made to do." Those are the words of Jennifer Lawrence, one of the highest paid actresses in the world. They're from a... |
Jeanna Smialek, New York Times Congress has left it to the Federal Reserve to come to companies' rescue, but the program may not be enough. |
Joakim Book, American Institute for Economic Research |
Michael Fumento, I & I Take it from Fauci. |
Elliott Long, Medium In addition to enlarging the Paycheck Protection Program, policymakers should adopt innovative ways to get relief to millions of small business owners. Lawmakers are gearing up to funnel more money? |
Daniel Ben-Ami, Spiked Economists are all too content to attack material prosperity during this lockdown. |
Mark Hulbert, MarketWatch Dow?s weakness since last Halloween is a bad omen for the next six months |
Gerard Minack, Evergreen Gavekal Veteran EVA readers will undoubtedly recognize the name Gerard Minack, who is the author of one of my regular reads, the Down Under Daily (DUD). As you might expect from its name, Gerard hails from the Lucky Country, more commonly known as Australia. |
Market Minder, Fisher Investments Make sure the reason you own a stock is sufficiently forward looking. |
Ryan Kirlin, Alpha Architect Who knows. But one thing is clear: the opportunity is much better now than it was several months ago. |
Alice Hancock, Ozy City dwellers who can afford to get out of the cities are bolstering Airbnb-style businesses. |
Cass Sunstein, New York Times Smart safeguards, designed by specialists, protect public health and safety. |
Jeff Troutner, Equius Partners |
Daniel Kern & Renee Kwok, TFC |
Richard Moody, Regions Bank |
Allison Schrager, Manhattan Institute |
Brian Wesbury & Robert Stein, First Trust Advisors |
Reuven Brenner, Montreal Economic Institute The reason for the Spanish flu having had such a disastrous impact was that the two enemy coalitions fighting in WWI kept the information about the spreading flu secret. |
Richard Moody, Regions Bank |
William Cohan, Vanity Fair In 2008, Buffett calmed the markets and signaled it was safe to buy. Now, with the Oracle of Omaha silent, Bill Ackman is the most public of bulls. But maybe Buffett is quietly buying. |
Morgan Housel, Collaborative Fund How do we pay off the debt we'll incur to pay for the cost of the pandemic? |
Paul Kaplan, Morningstar Our analysis of equity markets over the past 150 years shows how the current coronavirus-caused crisis compares to previous market crashes. |
Eric Lorber & Jonathan Schanzer, CNN Frightened by uncertainty and hungry for safe assets, investors and business owners are flocking to the US dollar. |
Ben Carlson, A Wealth Of Common Sense Why tech is the most important sector in the stock market right now. |
Dylan Matthews, Vox It's the Fed's job to fix the economy. And there's a lot it could still do. |
Barry Brownstein, AIER Think again if you believe draconian controls recommended by a few (but far from all) medical experts are saving many lives from COVID-19. Facts reported by mathematician Yitzhak Ben Israel of Tel Aviv University don’t support such beliefs. |
Hans Bergstrom, Project Syndicate As the coronavirus pandemic has swept the planet, Sweden has stood out among Western democracies by pursuing a "low-scale" lockdown. Whether this approach speaks to a unique strength of Swedish society, as opposed to bad judgment, can be determined by comparing Sweden's COVID-19 rate with its neighbors'. |
Yoram Wind, Knowledge@Wharton The truth is that every crisis, while deeply unsettling, also contains the seeds of opportunity. |
Richard Salsman, American Institute for Economic Research |
Jennifer Hiller & Liz Hampton, Reuters Texas oilman Mike Shellman has kept his MCA Petroleum Corp going for four decades, drilling wells through booms and busts and always selling his crude to U.S. oil refiners. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist Are we ready to reopen? No but not for the usual reason. Once we have testing we can reopen, says conventional wisdom. I doubt that. Who... |
Ed Yardeni, Dr. Ed's Blog We live in an age of future shocks. It wasn't too long ago that everyone seemed to be reaching for yield in the bond and stock markets. Act... |
James Picerno, The Capital Spectator The deep recession triggered by the coronavirus is the worst downturn since the Great Depression, but the hope is that the rebound will be equally swift and strong–a ‘V’ recovery. Unfortunately, the outlook for this best-case scenario is precarious. |
Alex Tabarrok, Marginal Revolution From the point of view of the non-elites, the elites with their models and data and projections have shut the economy down. |
Leanna Orr, Institutional Investor New research has linked cortisol and testosterone to behavioral biases in investors. |
Kaushik Basu, Project Syndicate Before we become swept up in collective hysteria, we should remember that we were foolish to remain complacent in the initial months after COVID-19 emerged. Dizzy with whiplash, we may prove similarly foolish in assuming that only disaster lies ahead. |
Jeff Carter, Points and Figures I am seeing more and more predictions about the future. Most are produced by Captain Obvious. For example, as a society, we will do more and more online. Duh. That trend was happening prior to the Wuhan Flu. |
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