06/01/2020
Today Lawrence Cunningham, MarketWatch Famed investor values long-term ?high quality? shareholders |
Rupert Darwall, City Journal ESG investing is already taking a toll on state pension fundsâ?"now it might transform the world's largest private asset manager, too. |
Chris Matthews, MW Slide in Chinese yuan may eventually wake markets up to risks in deteriorating U.S. - China relationship |
Ruchir Sharma, NYT Estimates show the lockdown is pushing tens of millions of Indians below the poverty line. |
Peter Holley, Texas Monthly It was a breathtaking moment, the kind of standoff you might expect to have seen 150 years ago in this dusty corner of West Texas. On one side was a confrontational gang of fearsome-looking vigilantes, their faces concealed by masks, their bodies wrapped in bulky, military-style body armor. On the other side: members of the Ector County Sheriff’s Office, wearing cowboy hats and protective vests with rifles and pistols at the ready. |
Adam White, USA Today The American economy thrives on trust. Customers normally don’t pause at each storefront, or employees at the time clock, trying to decide whether it’s physically safe to enter. Instead, we trust that businesses will be kept safe and clean – not simply because it’s the right thing to do but because laws will hold them responsible when they fall short of basic standards. |
Michael Fumento, Issues & Insights The reaction to the coronavirus pandemic has been excessive and, at times, irrational. Americans need to show calm, reasoned sanity as the pandemic nears its end. |
John Tamny, RCM Before the heads of any readers explode, it should be made clear that what's about to be read is not a defense of Social Security. Social Security was always a terrible idea for countless... |
Josh Barro, New York Magazine Millions lost their jobs, but those declines were more than offset by an enormous increase in government social benefits. |
Harold Furchtgott-Roth & Kirk Arner, RCM Saddled with $15 billion of debt, the satellite operator Intelsat recently announced a Chapter 11 bankruptcy. To those who aren't telecom industry observers, this situation might seem... |
Karen Tumulty, Washington Post What a president should be doing at this moment is trying to calm the country and bring it together, not fantasizing about how glorious it would be to witness bloodshed just outside his doorstep. |
John Podhoretz, NYP George Orwell's timeless admonition, "Some ideas are so stupid that only intellectuals believe them," has been given new life by the desperate efforts of pundits, scholars and Twitter blue-checks to defend the violence, looting, disorder and general monstrousness that have overtaken America's cities. |
Richard Moody, Regions Bank |
Allison Schrager, Manhattan Institute While the increases have been small, data suggests that people are slowly returning to restaurants. |
Jeffrey Kleintop, Charles Schwab Cyclicals typically lead the market higher when stocks rebound from a bear market and recessionâ?"but not this time. |
Binky Chadha, Deutsche Bank Group |
Thomas Kirchner & Paul Hoffmeister, CP Lufthansa's billion Euro government rescue stands in sharp contrast to the free market approach taken by U.S. airlines in raising the capital necessary to bridge the corona-lockdown. It also explains why the recovery of European stock markets lags the U.S. by substantial margins, illustrating what is going wrong in the Eurozone. |
Jerry Bowyer, Vident Financial |
Richard Moody, Regions Bank |
Tom Bergin, Reuters Last month Zagg Inc, a Utah-based company that makes mobile device accessories, received more than $9.4 million in cash from a U.S. government program that has provided emergency loans to millions of businesses hit by the coronavirus. |
John Rekenthaler, Morningstar The pros and cons of rebalancing. |
Howard Marks, Oaktree Capital Management You can't predict the future. Get over it. |
John Taylor, Project Syndicate Policymakers around the world already recognize that they need to find a way to reopen national economies safely and in accordance with policies to keep the COVID-19 pandemic under control. Yet not nearly enough has been done to encourage new markets that can operate even under conditions of economic lockdown. |
Ben Casselman, The New York Times Emergency programs have cushioned the shutdown's impact on workers and businesses and lifted the economy, but may not outlast the coronavirus crisis. |
Karl Tomusk, Wired Expensive offices filled with perks have become ghost towns ?â?Â" and someone needs to foot the bill |
Ed Yardeni, Dr. Ed's Blog Investors also should keep an eye on the battle brewing between the US and China. |
Jaimy Lee, MarketWatch Individual investors are investing in virus stocks based on single headlines, while there has been a shift in how medical research is disseminated |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Chris Patten, Project Syndicate With his recent decision to impose a draconian new security law on Hong Kong, Chinese President Xi Jinping has ridden roughshod over the Joint Declaration and directly threatened the city's freedom. Defenders of liberal democracy must not stand idly by. |
Jeff Carter, Points and Figures This was no random event. It was organized. There was centralized control. If you think otherwise, you need to reframe how you are looking at it. |
Jon Evans, TechCrunch Ten years ago, the joke was: “It’s weird how, once everyone started carrying phones with cameras all the time, UFOs stopped visiting, and the cops started beating everyone up.” It was darkly funny, then. Now it feels something more like despairing. |
William Bernstein, Enterprising Investor “In bear markets, stocks return to their rightful owners.” |
Ted Williams, Slate Not only are planted trees not the carbon sinks you want, but tree planting frequently ends up doing more harm than good. |
Ben Carlson, A Wealth Of Common Sense Stuff that never happens in the market seems to be happening more frequently. |
Matt Egan, CNN Business Business leaders predict the United States will swiftly dig itself out of the deep downturn driven by the coronavirus pandemic. |
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