03/19/2020
Today Aaron Brown, RealClearMarkets With all the dramatic public health and financial news of the last couple of weeks, thinking about ETF discounts may feel like rearranging the deck chairs on the Titanic. But these discounts provide... |
Market Minder, Fisher Inv. Governments are about to unleash big sums of money. What it can?and can't?accomplish. |
Adam Brandon, Fox News We will get through the coronavirus. But the debt and deficit will remain an existential threat to our nation. It is foolhardy to keep running up the national credit card without worrying about how to pay it off. |
Farhad Manjoo, NYT America's failed response to the coronavirus is a direct result of decades of starving federal agencies of expertise. |
Matt Kibbe, Free the People I was chatting today with a doctor friend currently in the Philippines, wanting his take on measures to limit the contagion of COVID-19. “What do you think of all this craziness?” I asked. “The medical side of me thinks it almost makes sense to try and flatten the epidemic curve, but I feel non-medical people are making the decisions and a lot of it doesn’t make sense.” Philippine strongman Rodrigo Duterte has imposed a draconian quarantine there, first in Manila, and now on the entire island of Luzon, home to some 57 million people. It’s total chaos. |
John Tamny, RCM Howard Marks has long made the point that the seeds of bad economic times are planted during the good times, and the seeds of good during bad. Marks's correct vision of recession and recovery... |
Beth Akers, Manhattan Institute |
Sam Caucci, RealClearMarkets Over the last 48 hours I have had two kinds of conversations with two kinds of CEOs. The first - is one deciding to cut costs, cut hours, cut payroll, and cut back. The second - is one... |
Mary Wald, The Hill This need not have happened. |
William Luther, American Institute for Economic Research |
Rachel Greszler, USA Today Government mandates often have unintended consequences. Take mandating paid sick leave in response to the coronavirus. Even if it’s temporary, it could further damage businesses harmed by the virus — and hurt the very workers it’s meant to help. |
Rafe Resendes, AFCM The past four weeks have been surreal. The S&P500 lost nearly 30% of its value with extreme volatility day in and day out, and the busiest cities in the US and most of Europe are in lockdown. What happened in China is happening to a lot of us, and we didn't expect that. No country can fully prepare for events like this, unless they have experienced something similar before. Singapore, Taiwan, Hongkong, and South Korea have done a commendable job responding to Covid-19, possibly because they had the painful experience dealing with SARS (2003) and learned from it. The US [...more] |
Daniel Kern & Renee Kwok, TFC Financial Management |
Carrie Schwab-Pomerantz, Charles Schwab Trying to improve your credit score? This week's Ask Carrie, talks about the impact of recent FICO changes and how to maintain good credit. |
Tyler Cowen, Marginal Revolution Plans for economic mitigation from the coronavirus -- by Tyler Cowen We need a series of policies to achieve some rather complex ends, and in conjunction. Other than the obvious goals (?minimize human suffering?), these ends are: Scale down economic activity in a rapid way to keep people at ho... |
Richard Moody, Regions Bank |
Brad McMillan, Commonwealth Financial Network |
Steve Englander, Standard Chartered Bank |
Todd Bliman, Fisher Investments I believe optimism will eventually triumph over prevalent pessimism. |
John Lim, MarketWatch It?s hard to stay the course in both bull and bear markets |
Barry Brownstein, Intellectual Takeout The relationship between the stock market and interest rates is not what many believe. |
Conrad Black, New York Sun |
Willem Buiter, Project Syndicate The US Federal Reserve's surprise weekend announcement of a large interest-rate cut, renewed quantitative easing, and other expansionary measures is a welcome response to the COVID-19 pandemic. But as markets were quick to note, monetary policy cannot save us from this crisis. |
Gideon Lichfield, MIT Technology Review Social distancing is here to stay for much more than a few weeks. It will upend our way of life, in some ways forever. |
Eric Clemons, Knowledge@Wharton How bad will COVID-19 really be? |
Bruce Yandle, Washington Examiner With the world and national count of affected coronavirus patients and deaths rising, along with news of shutdowns for entire countries and regions, economists and other analysts are busy clawing through the data in an attempt to offer informed opinions on how the U.S. economy will be affected. Frustratingly, the tragic outbreak is not the only disturbance affecting us. There are still trade wars, Middle East disturbances, and petroleum warfare between Russia and the Saudis ripping through markets. |
David Gelles & Natalie Kitroeff, New York Times The grounding of the 737 Max after two deadly crashes had already strained the company. The coronavirus is pushing it to the brink. |
Julie Segal, Institutional Investor New research shows that 'bleak tone changes' strongly forecast lower future earnings and an increase in uncertainty. |
Michael Brush, MW The COVID-19 outbreak spells opportunity for executives who have faith in their companies |
Joseph Minarik, The Hill The last few weeks have been a whirlwind for the financial market... |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Nick Fouriezos, Ozy It's times like these when it pays to be to be bold, and not to panic. |
Scott Grannis, Calafia Beach Pundit What's worse: a steep recession or falling prices? Answer: A steep recession AND falling prices. |
Ben Carlson, A Wealth Of Common Sense How much more will we drop? No idea but we will bottom and stocks will rise again. |
Peter Suderman, Reason The Mercatus economist on why the private sector could provide the best response to the coronavirus, why the government should go big anyway, and how the current crisis could help America reinvent itself. |
Morningstar, Morningstar We offer three picks in the most undervalued sector, energy. |
Macromon, Global Macro Monitor Based on the both historic price action of the two financial bubbles that have burst in the past twenty years and our favorite valuation metric -- Market Capitalization-to-GDP or the Wilshire 5000 Index to Nominal GDP -- stocks still have about 30-35 percent to fall before we believe the "bottom is near." |
Kevin Williamson, National Review The character issue is not some lofty, rarefied concern for philosophy seminars. It has practical, urgent, day-to-day consequences that we ignore at our now literal peril. |
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