05/03/2021
Today Jesse Fried, USA TODAY Nasdaq is asking for new diversity rules, but there is no firm evidence that diversifying boards improves financial performance and investors should be wary. |
Chris Igou, American Consequences Even though the Wall Street euphoria will end this year, Stansberry's Chris Igou shares how investors can capitalize on the historic Melt Up. |
Ken Fisher, RealClearMarkets Many pundits warn China's debt woes doom it's post-COVID recovery--and that of the world. They point to high-profile corporate defaults and downgrades cascading into a debt tsunami destined to reverberate globally—especially with China reducing stimulus. But that isn't just wrong, it's backwards. This very-manageable default increase demonstrates China's recent commitment to liberalizing financial markets. It also signals a return to pre-pandemic normalcy awaiting the West—both broadly bullish worldwide. Given Beijing's recent Hong Kong crackdowns and extant Taiwan tensions, notions of... |
Catherine Brock, Motley Fool If you only have time for one reason, read No. 5 first. |
Anneken Tappe, CNN The economy is on the path to recovery but it's still far from repaired. Yet investors and economists are already worried it might be growing too fast. Here's what experts actually mean when they talk about the "overheating" economy. |
John Tamny, Forbes To pretend that credit issuance is inflationary is to reject Say's Law. |
Ryan Fazio, NYP At a time when politics has become vicious and national, Americans would benefit from looking at leaders' competing visions at the state level. |
Gabby Birenbaum, Vox CDC suspects anxiety as the culprit for negative effects in needle-averse people. |
Nicholas Kristof, New York Times My hometown in Oregon shows what the federal government can do — and also what happens when it stops trying. |
James Bovard, AIER "The only unifying thread in Biden's spiel was that it was written by the same White House speechwriting team. Biden boasted that the economy would grow by 6% this year - but insisted that a massive new jobs program was necessary. Biden claimed that extending schooling would greatly benefit... |
Jed Graham, Investor's Business Daily His tax hikes target less than 1% of Americans. Popular, but the budget math is tough. Tax hikes could hit the S&P 500. |
Andrew Wilford, RCM Certain high-tax states in this country just can't seem to help themselves. Even as their tax bases flee their states, these states continue to stick to the same tax-and-spend policies that have some of their residents desperate to get out. Unfortunately for states starting to feel the pain through diminished revenue collections, it seems there's another consequence as well: a loss of electoral and legislative power. With the arrival of new census data comes Congressional reapportionment, and we now know that six states will gain seats in Congress while seven states will lose seats (Texas is... |
Jeffrey Kleintop, Charles Schwab In recent months, two investment themes have been rewarding investors with outperformance: defense sector companies and those participating in share buybacks. |
Richard Moody, Regions Bank |
Richard Moody, Regions Bank |
Liz Ann Sonders, Charles Schwab The Federal Reserve made no change to its interest rate or asset purchase policies; while strengthening its economic outlook and viewing inflation risk as "transitory." |
Jeff Erber, Grey Owl Capital |
Carrie Schwab-Pomerantz, Charles Schwab Want to boost your teen's financial education? Give them some hands-on money experience. |
Ryan Detrick, LPL Financial Market Blog Wednesday, April 28, 2021 |
Robin Powell, TEBI Even Warren Buffett has been struggling to outperform. For the ten years ending in 2020, he has lagged the S&P 500 by 2.4% annually. What's gone wrong? |
Greggory Warren, Morningstar The impact of the coronavirus, taxes, cash, and succession planning are topics that we hope Warren Buffett will address on Saturday. |
Jeanna Smialek, New York Times The Fed thinks price increases will be temporary. Some economists are worried they won't be. |
Eric Boehm, Reason "We need a Green New Deal for Public Housing," says Rep. Jamaal Bowman. "We need a Green New Deal for Cities…and we need a Green New Deal for Public Schools." |
Dylan Matthews, Vox I looked for a country that got the economic response to Covid-19 right. I found the US. |
Joshua M Brown, The Reformed Broker Whatever just happened starts to feel like it is the thing most likely to happen next. |
Lance Roberts, RIA While stocks are extremely expensive, bonds can not get "overvalued" as their value is a function of economic growth, wages and Inflation. |
Karen Wallace, Morningstar The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough. |
Mike Isaac & Jack Nicas, NYT The chief executives of Facebook and Apple have opposing visions for the future of the internet. Their differences are set to escalate this week. |
Fisher Investments Editorial Staff, Fisher Investments |
Joel Mokyr, City Journal Digital advances have taken imitative technology on a miraculous trajectory—bringing new challenges but also new possibilities. |
Zack Beauchamp, Vox In key areas like immigration and Covid-19 relief, Biden isn't breaking with Trump's nationalism. In fact, he's continuing it. |
Eric Boehm, Reason Biden's argument about a strategic competition with China ignores America's advantages. |
Ryan Cornell, Slate The biggest benefits of solar power are almost certainly not what you think. |
Terry Nguyen, Vox There are too many streaming platforms, but we might never reach overall "subscription fatigue." |
Afshin Molavi, Emerging World How Global Supply Chains, World Trade, and International Flows of People, Capital and Ideas Produced Life-Saving Covid-19 Vaccines |
James Picerno, The Capital Spectator Or not... |
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