06/17/2020
Today Barry Ritholtz, The Big Picture Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media |
Zachary Karabell, Politico Experts know we may need more Covid-19 shutdownsâ?"and are hunting for less costly ways to slow the spread. |
Market Minder, Fisher Investments In which we explain the nascent recovery in retail sales and industrial production. |
John Tamny, RCM A drive through West Virginia is a revelation when it comes to the power of politicians. Thanks to the late Senator Robert Byrd's extraordinary influence in Washington, many, many billions of... |
Jon Miltimore, FEE In 2010, The Atlantic said that Dr. John Ioannidis “may be one of the most influential scientists alive.” The article, written by David H. Freedman, made it clear the Greek-American physician-scientist’s rising star stemmed in part from the fearlessness he demonstrated in challenging bad science in the medical research field. |
Jane Hu, Slate For one thing, it's no longer known as the autonomous zone. |
Lawrence Yun, CNN We need a huge boost in housing supply, which will relieve the housing shortage and tame the current fast-rising home prices, writes Lawrence Yun, chief economist at the National Association of Realtors. |
Stephen Miller, AIER Are we on the verge of a second wave of coronavirus infections? Is there a spike in infections in states that reopened first? The only way to answer that question is to watch as the data roll in. Arguably the best data to look at to see if a second wave is beginning are the hospitalization numbers. The media frequently reports the biggest and most dramatic numbers, often devoid of context. The number of cases has been reported regularly since the early days of the pandemic, and yet we know that the number of cases can be misleading. |
R.J. Cross, USA Today Imagine, for a moment, that you work at a bank reviewing and approving loan applications. Let’s say — hypothetically — you’ve just finished a big push and gotten 4.5 million businesses access to over $500 billion in loans. Wow, you’re a very productive worker! Now, imagine that your boss asks you for a list of those businesses, how much you’ve loaned them and on what terms. And you say, no. It’s confidential information, you tell your boss. It’s even proprietary. |
Benjamin Zycher, RCM The Environmental Protection Agency has published and solicited public comments on its draft rule reforming the benefit/cost analytic methodology applied to new regulations promulgated... |
Mitch Tuchman, MarketWatch Your money is at risk of disappearing completely |
Jerry Bowyer, Vident Financial |
Jerry Bowyer, Vident Financial |
Michael Keane, SSRN Many academics are advocating for the strict adherence to randomized controlled trials (RCTs) in order to find treatments for CoViD-19. The prevailing orthodoxy |
Brett Ryan, Deutsche Bank Group |
Chris Pope, Manhattan Institute Businesses are having a difficult time getting people back to work in part to unemployment benefits. |
Market Minder, Fisher Investments Economic reopeningsâ?"not policymakers' spending plansâ?"matter more to stocks, in our view. |
Mark Hulbert, MarketWatch Profit margins matter more to stock investors in the short-term |
Joy Ditto, Hill It may take several months for the full effect of pandemic-related challenges for public power utilities to become apparent. |
Paul La Monica, CNN In 2016, investors thought there would be a major focus on rebuilding the nation's infrastructure from the next president. Four years later, we're still waiting. |
Nigam Arora, MarketWatch Offsetting this pattern is the Federal Reserve's unprecedented stimulus |
Chris Isidore & Gregory Wallace, CNN United Airlines is mortgaging its Mileage Plus frequent flyer program, its latest effort to raise the cash it needs to weather the Covid-19 crisis. |
Greg Bensinger, New York Times It's time for companies to move beyond mere tweets and hire more black employees at every level. |
Rep. John Curtis & Jessica Anderson, Washington Examiner House Democratic leadership's recent $3 trillion "coronavirus relief" bill is a bailout in disguise. Not only does it fail to provide for America's health and economic recovery, but it also would spend nearly $1 trillion rescuing states and cities from their past mismanagement. That would be a slap in the face to responsible states such as Utah while holding back the economic recovery. |
Vance Ginn, Hill This recession should be called the Great Disruption. |
Mike Isaac, New York Times Many companies are retreating. But Amazon, Apple, Facebook, Google and Microsoft are placing bets to get even bigger. |
Mark Decambre, MarketWatch It?s no secret that retail investors have been increasing but the degree to which they have outperformed professional investors is coming into greater focus... |
Mita Mallick, New York Post For eight years, my husband and I have lived in Jersey City. We had both of our two children here; we had our son during Hurricane Sandy. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Theodore Schleifer, Vox Park County hasn't been able to figure out who is behind a 2,100-acre center for education reform. We can reveal it's Reed Hastings. |
Eric Compton, Morningstar Large-cap strategies disappoint on the back of stock market volatility at the end of 2019. |
Jamie Powell, FT Alphaville If you had managed to avoid reading the financial press for the past few weeks, and then decided to catch-up on today, you might notice a new phrase being banded about in market commentary. Namely, “Robinhood investors”. |
Jason Goepfert, SentimenTrader Small traders keep up their record speculative buying binge |
Macromon, Global Macro Monitor The United States is on the fast track to a Japanese style zombie economy |
Ironman, Political Calculations The number of dividend cuts being announced each day in the U.S. stock market began to explode in response to the developing coronavirus recession on 16 March 2020. Three months later, there are signs the worst may now be behind investors. |
Bill McBride, Calculated Risk Six non-traditional indicators of economic recovery. |
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