11/10/2020
Today Ken Fisher, RCM China! Just the word stirs strong American emotions. For years many have seen its giant manufacturing engine as a threat to U.S. jobs, plus the Chinese Communist Party’s new five-year plan to turbocharge its Tech sector further fuels those fears. Others see China’s rise as threatening a new cold war, with its Hong Kong crackdown signaling more aggressive tactics. Telling you how to think about these and many other Chinese sociopolitical issues is beyond me. But for investors, it is critical to understand that stocks don’t view China—or any country—through a... |
Mark Hulbert, MW This new way to predict the U.S. market sees stocks barely beating inflation over the next decade |
Chris Pope, Manhattan Institute Donald Trump’s 2016 insurgent campaign caused much excitement among some right-leaning intellectuals, who hoped that it might encourage the Republican party to shed its traditional economic policy commitments in favor of a new populist ideology serving a working-class base. Yet, while Trump has focused more on regional interests particular to Rust Belt swing states than previous GOP candidates, in terms of gender, race, and social class, the coalition of voters who turned out to vote for Donald Trump in 2020 was remarkably similar to those who did so for Mitt Romney in 2012. |
David Gelles, New York Times Since President Trump took office, corporate America has been thrust into the culture wars like never before. The atmosphere would probably be different with a Biden administration. |
Janet Novack, Forbes The president-elect has plans for everything from Covid-19 to taxes to the minimum wage. Here is a roundup looking at changes you can expect in a dozen key areas, though how much he gets done likely depends on control of the Senate. |
Andrew Wilford, RCM In June of 2018, California made waves by passing the California Consumer Privacy Act (CCPA), legislation that aimed to regulate business collection and dissemination of consumer data. Because of the size of California’s economy, the reach of the CCPA extended far beyond the Golden State’s borders. On November 3, Californians voted to expand the scope of the law even further, potentially kicking off another wave of burdensome consumer privacy regulations among other states. While protecting consumer privacy is a laudable goal, the CCPA places significant compliance burdens on... |
Matt Egan, CNN The coronavirus-ravaged economy just received a jolt of something it hasn't experienced in months: hope. |
Seth Barron, New York Post In the spring of 2020, as New York City faced a massive decline in revenue and a $10 billion deficit, Mayor Bill de Blasio began warning that budget cuts were imminent and that municipal workers might face layoffs, unless he could get help from the federal government. |
Donald Boudreaux, AIER I love books. Physical books. I buy plenty of them. Needing another bookcase, on Saturday I drove twenty-seven miles to the nearest IKEA store to seek one out – one to match another that I bought from IKEA not long ago. Should have been a snap. |
Irina Slav, OilPrice.com The global energy transition will cost the world an estimated $15 trillion over the next three decades |
Nathan Bomey, USA Today Sick of flying or driving to your destination? In the coming years, you may be able to reach your destination by taking an ultra-high-speed pod that zips through a vacuum in a metal tube. Virgin Hyperloop took a step closer to making its high-speed transit technology a reality on Sunday with the first official test of the system with humans inside the pod. |
Jonathan Russo, Worth During a recent virtual tasting, billed as "The Ultimate French Wine Experience," Gérard Bertrand walked us through a collection of his wines. |
Michael Townsend, Charles Schwab Debate over another round of coronavirus aid and economic stimulus likely will be at the top of the agenda for the post-election session. |
Hayden Adams, Charles Schwab Helpful tax tips for your end-of-year charitable contributions, including stock donations. |
Market Minder, Fisher Investments As both Georgian Senate seats potentially head to a runoff, we explore the popular theory that a Democratic presidency and split Congress is the most bullish combo. |
Carrie Schwab-Pomerantz, Charles Schwab Stock options can give your compensation a significant boost, but they can also be confusing. Carrie Schwab-Pomerantz explains what you need to know. |
Market Minder, Fisher Investments Long-term investors benefit from considering a couple of key factors, in our view. |
Brad McMillan, Commonwealth Financial Network |
Jenin Younes, American Institute for Economic Research About four years ago, on one of the many days I was lamenting the election of Donald Trump, a friend handed me a copy of Listen, Liberal: Or What Ever Happened to the Party of the People? by Thomas Frank. My friend remarked that he was less concerned about Trump becoming president than the circumstances that led to a former reality TV show host with authoritarian leanings attaining the highest office in the land. |
Ann Carrns, New York Times The pandemic has shown the need for a financial cushion. Now, some companies are offering programs that automatically deduct money from paychecks. |
Michael Wilkerson, The Hill As both citizens and investors, now is a good time to take care and take cover. While we should hope for the best, I suspect we haven't seen the worst of it yet. |
Steven Milloy, Washington Examiner Despite the mixed signals from the 2020 election, the exit polling indicated one clear loser: the Green New Deal. |
Sarah Hansen, Forbes The next Covid-19 relief bill is likely to be smaller and it may not pass until next year. |
Asheesh Agarwal, Law & Liberty In 1883, Otto von Bismarck, the brilliant Iron Chancellor of Germany, enacted a law to provide health insurance to German factory workers. Bismarck didn’t care about the law’s policy goals, but he wanted to stem the rising tide of socialism supported by Germany’s Social Democrats. Perhaps Attorney General Bill Barr has been re-reading his history. A few weeks ago, the Department of Justice filed its long-awaited antitrust lawsuit against Google. The lawsuit approaches Google with a scalpel, rather than a sledgehammer, and at most may result in a handful of minor... |
Brian Stelter, CNN Are Fox News and Murdoch world turning on Trump? |
Willem H. Buiter, Project Syndicate To electoral observers who are heavily invested in the partisan outcome of the US elections, the delays in counting and free-wheeling allegations of fraud are enough to make November 2020 feel like the apocalypse. So why have stock prices gone on another tear? |
John Rekenthaler, Morningstar Yes he can, and perhaps accurately. |
Grant Suneson, 24/7 Wall Street The biggest private owners of land in America. |
Tsvetana Paraskova, OilPrice.com The long-awaited consolidation in the U.S. shale patch is well underway, but as the M&A frenzy continues, job losses continue to pile up |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Jeffrey P. Snider, Alhambra Investments The number illusion is a logical fallacy of sorts, an appeal to the authority of what looks like objectivity. You can't argue with math. |
Brett Arends, MarketWatch DOJ charges 'Dr. Cash' with securities fraud. What investors need to know |
Editors, Quillette America has serious problems. It's time to stop blaming them on "Trumpism". |
Rebecca Onion, Slate Consider the entirely on purpose "Panic of 1893." |
Scott Grannis, The Money Illusion It’s good that Trump lost, but there’s actually no reason to celebrate. Trumpism has not gone away, and is unlikely to do so. |
John Cochrane, The Grumpy Economist The human reaction to COVID creates cycles. |
Joshua M Brown, The Reformed Broker I watched the Joe Biden and Kamala Harris families take the stage last night to celebrate Biden’s election win. I was struck by how normal and sweet and nice they all seemed. I don’t agree with everything they want to do politically, but they’re not coming in as arsonists either. |
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