10/16/2021
Today

Biden Policies Encourage Worker Shortages

Steve Malanga, City Journal

As businesses struggle to fill job openings, Biden touts the advantages of worker shortages.

The Job Market Turmoil Is Not Transitory

Katia Dmitrieva & Jill Shaw, BusinessWeek

Too few hours, too little pay, and too few protections from Covid are keeping many at home.

A Full-Employment Recovery Is Still Possible

Mike Konczal, The Nation

Critics of the American Rescue Plan made two dire predictions. Both proved wrong.

The Revolt of the American Worker

Paul Krugman, New York Times

Since the pandemic's start, Americans seem to be rethinking their lives.

Rising Prices Are Constrained Supply, Not Inflation

Alexander Salter, AIER

Let's keep our eye on the supply side. We should be making every effort, policy-wise, to ease restrictions on production and exchange. That will help both in the short run and the long run.

Is the Fed Behind the Market's Rally?

Seth Berenzweig & John Tamny, The Capitol Brief

Capitol Brief with legal analyst Seth Berenzweig and RealClearMarkets author John Tamny

Americans Are Ready To Tax the Rich

Tim Ryan Williams, Vox

It's not always clear what the public wants. But a new poll shows strong support for taxing the rich to pay for Democrats' Build Back Better Act.

Americans Suddenly Want Smaller Government

Catherine Rampell, WaPo

If you think opposition to "big government" is high now, imagine the blowback after months of coverage about expensive, incompetently executed safety-net expansions.

Buy This "Sin" Stock ETF To Get Saintly Results

Mark Hulbert, MarketWatch

A proposed fund focuses on betting, alcohol and drug (B.A.D.) companies.

A Bubble in Unrealistic Expectations, Part II

David Hay, Evergreen Gavekal

This is part two of our discourse regarding green energy and its profound – and somewhat misunderstood - impact on the global economy. In this issue, we specifically home in on China and how that country's immense power needs are affecting the energy ecosystem at large.

The World Discovers How Hard It Is To Go Green

Ned Temko, CSM

As governments prepare to pledge reduced carbon emissions at a U.N. climate summit, surging fossil fuel demand may focus minds on action, not words.

A Road Map For Climate Investors

Arvind Gupta, TechCrunch

How to profit from the shift to greener industries.

The Death and Birth of Technological Revolutions

Ben Thompson, Stratechery

Carlota Perez documents technological revolutions, and thinks we're in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?

Inflation: Persistently Transitory

Jeffrey Kleintop, Charles Schwab

Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.

You Don't Have a Financial Plan? Why Not?

Carrie Schwab-Pomerantz, Schwab

Here are the top five reasons people give for not having a financial plan—and why everyone needs one.

Transitory Inflation Makes Itself Right at Home

Richard Moody, First Trust Advisors

The Real Essentials of Automation

Martin C.W. Walker, LinkedIn

With advances in artificial intelligence (AI), it seems that the range of economic activities that can and will be automated is now limitless. Not for the first time, society is both thrilled and fearful of the opportunities.

Cities With Highest and Lowest Homeownership

David Heacock, FilterBuy.com

Income inequality has been a major social, political, and economic issue since the Great Recession, and the uneven effects of the COVID-19 economy has only made the gaps between America's haves and have-nots even starker. These divergent economic fortunes will continue to have a major effect on housing in the U.S.

Focus On Data, Not Spin

Brian Wesbury & Robert Stein, First Trust Advisors

Dems Want to Soak the Rich by Snooping on the Poor

Matt Welch, Reason

Nancy Pelosi, Elizabeth Warren, and co. insist that the IRS needs to know about $600 bank accounts.

What's Right Often Sounds Crazy

Collaborative Team, Collaborative Fund

How to survive a world when what's right almost always sounds crazy at first.

A Trillion Dollar Disaster For Insurance Companies

Umair Irfan, Vox

Insurers are getting rocked by climate disasters. They're also shaping how we prepare for the next one.

Rising Rents Fuel Inflation, Pose Trouble for the Fed

Jeanna Smialek, NY Times

Economic policymakers have said inflation will prove temporary, but rising rents may challenge that view and pressure Washington to react.

Inflation Is Evil

Sheldon Richman, Free Association

Inflation is insidious.

Disco Inferno?

Ryan Avent, The Bellows

On stagflation, and other risks

Why Some People Invest and Others Don't

Stan Treger, Morningstar

What makes some people more inclined to invest than their peers?

The Flaws In Biden's 24 Hour Open Port Strategy

Claire Jones, FT Alphaville

Demanding the logistics industry works round the clock won't ease logjams, buying less stuff would.

Confronting the Supply Chain Crisis

Joel Kotkin, Quillette

For a generation, the Long Beach and Los Angeles harbors in California handled more than 40 percent of all container cargo headed into the US and epitomized the power of a globalizing economy. Today, the ships—mostly from Asia—still dock, but they must wait in a seemingly endless conga

Can We Cut Drug Prices & Still Innovate New Cures?

Dylan Scott, Vox

The big unanswered question at the heart of Democrats' health care agenda.

A New Global Economic Consensus

Mariana Mazzucato, Project Syndicate

Now that the COVID-19 pandemic has highlighted the deficiencies of economic deregulation and market liberalization, a new policymaking paradigm is emerging. But its success depends on concrete reforms and the creation of new mission-driven institutions.

Fisher Investments on Election-Year Uncertainty: This, Too, Shall Pass

Fisher Investments Editorial Staff, Fisher Investments

Will Uncle Sam Force Big Tech to Break Up?

Fisher Investments Editorial Staff, Fisher Investments

Shattering the Debt Ceiling Myth

Fisher Investments Editorial Staff, Fisher Investments

A Slow Motion Train Wreck

Scott Grannis, Calafia Beach Pundit

There is no shortage of things to worry about.

Tea With Jon Gruden

Matt Taibbi, TK News

Notes from a surprise visit.

Alleviating California's Housing Shortage with Malls

Howard Husock, City Journal

An obscure new law could help convert underutilized commercial properties into new housing.

It's Never Too Late to Change

Nick Maggiulli, Of Dollars And Data

On profound realizations and taking a different path in life.

Reaching for Returns

Charlie Bilello, Compound Advisors

The 40-year decline in interest rates has put investors today in a difficult position. They are forced to either reach for higher returns or accept the reality of lower ones.

R.I.P. – The Money Multiplier

Cullen Roche, Pragmatic Capitalism

The money multiplier myth is finally officially over.

Work Hard, Play Hard: Life Lessons From Sammy Hagar

Chris Taylor, Reuters

You probably know Sammy Hagar as a music legend, either from his solo career or as a longtime frontman for Van Halen. What you might not know: The gravel-voiced 70-year-old is also an impressive business titan, with successful ventures ranging from spirits to restaurants.
View in browser | Unsubscribe | Update preferences

Thank you for joining RealClearMarkets today. 

Copyright © 2021 RealClearHoldings, All rights reserved. 
RealClearHoldings
666 Dundee Road
Bldg. 600
Northbrook, IL 60062

Add us to your address book