05/02/2020
Today John Tamny, RealClearMarkets Assuming there's a 2020 NFL season and Anthony Fauci attends a Washington Redskins game, it's not unreasonable to suggest that Fauci will be the smartest individual at the stadium. Some... |
Jeff Tucker, Am Institute for Economic Research In my lifetime, there was another deadly flu epidemic in the United States. The flu spread from Hong Kong to the United States, arriving December 1968 and peaking a year later. It ultimately killed 100,000 people in the U.S., mostly over the age of 65, and one million worldwide. Lifespan in the US in those days was 70 whereas it is 78 today. Population was 200 million as compared with 328 million today. If it would be possible to extrapolate the death data based on population and demographics, we might be looking at a quarter million deaths today from this virus. So in terms of lethality, it... |
Bergstrom & Dean, New York Times Try to reach it without a vaccine, and millions will die. |
Alan Reynolds, Cato Institute With more than a dozen states starting to relax mandatory social distancingedicts, some organizations are offering advice to states on when they might prudently alleviate or decentralize current mandates. The most ambitious effort is an offshoot of a model from the Institute for Health Metrics and Evaluation (IHME) at the University of Washington. Having been made famous in White House briefings by Doctors Birx and Fauci, that “Murray Model” could conceivably be influencing federal and state official about the proper timing and design of state decisions to... |
Jim DeMint, USA Today Six weeks into the COVID-19 lockdowns, many Americans and their state governments are ready to start reopening their economies. The elite left and media mob — who are still getting paid to work from home — are outraged. But their hysteria has nothing to do with public health. It’s about politics, power and the 2020 election. |
Joel Griffith, RealClearMarkets Government-ordered business shutdowns aren't flattening just the curve. They're causing a steep drop in tax revenue for state and local governments. To ensure the flow of credit to these... |
Salena Zito, Washington Examiner YOUNGSTOWN, Ohio â?" Joe Cassese has lived and worked and prayed in this old town all of his life. It's died before; and he is doing whatever he can to not let it, or his business or resolve die again. |
Simon Maierhofer, MarketWatch Some indexes rebounded over 40% since the March lows and there?s now resistance holding back further gains |
Pat O'Hare, Briefing.com The S&P 500 saw a 35% decline from its February 19 high and matched it with a 35% gain off its March 23 low. That doesn't mean we are back to where we started. The math doesn't work that way. To get back to where things stood on February 19, the S&P 500 would have to climb 55% from its March 23 low. Still, it has been a remarkable move off the bottom (if one wants to call it "the" bottom). |
Kara Swisher, New York Magazine On their Pivot podcast, Kara Swisher and Scott Galloway measure how companies like Uber, Lyft, and Amazon will fare in the post-coronavirus landscape. |
Bill Weihl, The Hill The coronavirus pandemic offer an opportunity for companies to step up and ensure that we are building a safer America â?" including by protecting our climate. |
Betsy Dorminey, The American Spectator In a review of the new documentary Planet of the Humans, the Guardian recently blared, "Climate experts call for 'dangerous' Michael... |
Ryan Detrick, LPL Financial Research |
Richard Moody, Regions Bank |
Brad McMillan, Commonwealth Financial Network |
Carrie Schwab-Pomerantz, Charles Schwab There are many places to stash your cash, but the shorter your timeframe the more careful you need to be, says Carrie Schwab-Pomerantz. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Steven Englander, Standard Chartered Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Larry Swedroe, TEBI All stock market crashes provide valuable investment lessons, and the latest one is no exception. |
Matt Egan, CNN Business The coronavirus pandemic has exposed a gaping disconnect between unprecedented economic pain on Main Street and extreme optimism on Wall Street. |
Simon Johnson and Peter Boone, Project Syndicate Gone are the days of short international travel, or long trips visiting multiple countries. In the absence of universal vaccination against the coronavirus, tighter constraints on human mobility will presumably remain in place â?" perhaps for a long time. |
Ben Carlson, A Wealth Of Common Sense In February the S&P 500 fell more than 8%. Not to be outdone, March was one of the worst months in market history, dropping more than 12%: Just to keep investors on their heels, April followed up one of the worst months in history with one of the best ever. |
Kate Knibbs, Wired As unemployment surges, calls to cancel rent are growing louder. In New York, thousands are planning a rent strike for May, while landlords ask for a federal bailout. |
Simon Gleeson, FT Alphaville In this post he argues more debt is not the answer to helping businesses transition to a post-lockdown world. The banking system will face an over-leveraged real economy, and the result must be the conversion of bank claims on the real economy into equity in that economy. |
Various, Pro Market A new study shows that CARES Act funds to support small companies and prevent mass layoffs did not flow to areas more adversely affected by the pandemic. |
Paul Brandus, MarketWatch Even in good times, age discrimination is rampant |
Greggory Warren, Morningstar Insurance, railroads, and share buybacks are on Gregg Warren's mind ahead of Berkshire Hathaway's annual meeting. |
Peter Coy, BusinessWeek This earnings season is completely unreliable, so investors should focus long term, not just on quarterly reports. |
Jim O'Neill, Project Syndicate There is no telling whether equity markets are correct in defying the popular narrative about a coming Great Depression-scale downturn. Investors may be clinging to irrational hopes, or they may be betting that reports of the death of globalization have been greatly exaggerated. |
Paul Brandus, MarketWatch U.S. companies may go bankrupt, but Putin and MBS need petrodollars to keep their citizens from rioting |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist Just where was the fire that caused the Federal Reserve to buy $1.3 trillion of treasury debt in a month -- financing all treasury sales and then some? |
Ben Carlson, A Wealth Of Common Sense Why value stocks do better during inflationary environments. |
Kim Hart, Axios Nearly one-third of Americans are considering moving to a less densely populated area because of the novel coronavirus outbreak, according to a Harris Poll survey released Thursday. |
Edward Harrison, Credit Writedowns Depth, diffusion and duration. |
James Hamilton, Econbrowser First quarter GDP contracted by 4.8%. Second quarter could be twice that. |
Jason Goepfert, SentimenTrader Stocks have rarely done this before |
Michelle Celarier, Institutional Investor The metamorphosis of former hedge fund manager and Epsilon Theory founder Ben Hunt. |
|
|
|
|
