08/03/2021
Today Laurence Kotlikoff, The Hill Deficits and other take-go policies endanger the next generation's economic future, pure and simple. |
Cameron Weber, Hardfire TV Recorded July 28, 2021Guest: Gary Marshall, Public Finance Researcher and writer for RealClearMarketsProducer and Host: Cameron Weber, PhD, Economist and His... |
Mary Harris, Slate The country decided it's time to get back to work. No one asked workers what they needed first. |
John Tamny,RCM In the 1980s Circuit City was the top-performing American stock. That's not nothing. The 1980s was a glorious, truly glamorous decade for stocks. Yet Circuit City came out #1. Fast forward to the 2020s, and the Circuit Citys that were once a ubiquitous symbol of physical American retail can no longer be found. It seems the once can't-miss corporation lost its way such that it was no longer meeting the needs of customers. Businesses that fail to perform invariably find themselves in the proverbial cemetery of once essential companies. |
Emily Stewart, Vox Who wins and who loses in the remote work revolution. |
Hayes Brown, MSNBC Democrats can afford to be patient in the interest of new laws to stop alleged tax cheats like Trump. |
Ethan Yang, AIER "The real danger with all of this is whether or not we are going to get the same incoherent set of impositions on our lives as the first few waves. Those in power should tread lightly because they truly have worn our patience thin for what is becoming far too long." ~ Ethan Yang |
Market Minder, Fisher July Manufacturing PMIs confirm what stocks already knew. |
Sean-Michael Pigeon, National Review Banding together to buy faddish stocks can be risky business. |
Lananh Nguyen & Melodie Jeng, New York Times As workers return to the financial district, longstanding dress codes have been relaxed. Right now, almost anything goes. Even jeans. |
Steven Malanga, CJ Cities have borrowed billions to build convention facilities, an industry with a cloudy future. |
Mike Lubrano, RealClearMarkets Consistent with their roles as fiduciaries, more investment managers are acting as true stewards of the capital they invest on behalf of others by actively engage with corporate boards of directors and management teams on environmental, social and governance issues that impact long-term returns. A new era of "investor stewardship" is now helping facilitate a number of improvements across Corporate America, ranging from enhanced boardroom diversity to improved human capital management policies to more sustainable supply chain practices. Unfortunately, this new era is now being threatened by a... |
Jeff Erber, Grey Owl Capital Management |
Liz Ann Sonders & Kevin Gordon, CS As anticipated, corporate earnings are set for another stellar quarter; but with peak growth rates likely behind us, the road ahead gets choppier. |
Liz Ann Sonders, Charles Schwab The Federal Reserve left its interest rate and balance sheet policy unchanged; but is opening the door a bit more to tapering its bond purchases. |
Richard Moody, Regions Bank |
Rob Williams, Charles Schwab A guide to approaching distribution. |
Richard Moody, Regions Bank |
Bruce Thompson, Washington Examiner President Joe Biden and congressional Democrats want to increase the corporate tax rate to pay for more spending programs. But raising the corporate tax rate above the tax rates our foreign competitors pay would put U.S. companies at a competitive disadvantage and harm U.S. workers, consumers, and… |
Paul Krugman, New York Times A weird, though not symmetric, role reversal on economic rhetoric. |
Joel Zinberg, New York Post The CDC's sudden reversal on public indoor masking in response to the COVID-19 Delta variant will undermine the Biden Administration's efforts to ensure all Americans are fully vaccinat… |
Mark Whittington, The Hill The suborbital jaunts accomplished by some billionaires were not just expressions of egos. They constituted the next steps in the creation of a brand-new industry, space tourism. |
Robert Paarlberg, Am. Institute for Economic Research "Cuba should have watched and learned from the more complete reforms embraced by China and Vietnam. By holding onto Soviet-inspired collective farming institutions, while experimenting with a return to pre-industrial farm technologies, the tone-deaf regime in Havana puts its own survival at... |
C. Scott Garliss, American Consequences The post-pandemic housing market surge is an open invitation for investors to triple their gains – find out how to best leverage this boom. |
Katrina Gulliver, City Journal The name of a residential neighborhood in San Jose, Luna Park, represents the last trace of an early-twentieth-century funfair that once existed on the site. Back then, the United States was filled with Luna Parks. The first was at Coney Island, opened in 1903. Roller-coaster manufacturer Fred Ingersoll didn't own that park, but he took the theme and ran with it, opening Luna Parks across the country and around the world. The idea of a global-branded entertainment business was new, and intellectual property rights weren't what they are now. Competitors arose and called their venues Luna Park,... |
Gabby Birenbaum, Vox Going to the airport can be an unpleasant experience. The bipartisan infrastructure plan could help. |
Irina Slav, OilPrice.com America's oil and gas industry employs over 11 million people and is worth more than $1.6 trillion, making the energy transition more difficult than it may seem |
Harold James, Project Syndicate US President Richard Nixon's 1971 decision to end the US dollar's convertibility into gold had such far-reaching consequences that it took policymakers decades to learn to manage the new system. Now, digital technologies are driving a new monetary revolution that could end the greenback's global primacy altogether. |
Karen Wallace, Morningstar These practical tips can help you become a more mindful shopper. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Raghuram G. Rajan, Project Syndicate With growth so uncertain, it is understandable that central banks would be wary of beginning to taper monthly bond purchases before it is clear that inflation has taken off. But they would do well to recognize that prolonging quantitative easing implies significant risks, too. |
Eric Boehm, Reason The bipartisan infrastructure deal that's expected to pass the Senate this week would spend $65 billion on broadband projects, including more than $40 billion for largely unnecessary municipal broadband efforts. |
The Investor, Monevator Sir John Templeton is one of the best investors that the meme stock generation has never heard of. But he still has plenty to teach us today. |
Claire Jones, FT Alphaville Central banks, that‘s who. Now the BIS suggests watching them like big banks. |
Ben Carlson, AWOCS I don't think we're making a big enough deal about the positive impact lower mortgage rates are going to have on household finances for years to come. |
Barry Ritholtz, The Big Picture It may be a simple question, but it is one that is quite difficult to calculate: The United States is a "Rule of Law" jurisdiction that places very high values on the sanctity of contracts, respect for private property, and (as a structure) a government of laws, not men. |
Louis-Vincent Gave, Evergreen Gavekal Increased regulatory pressures from the Chinese government have created wild swings in Chinese equities of-late. Technology and education stocks have been hit hardest, as investors have weighed a series of announcements from Beijing aimed at increasing oversight in a wide range of sectors. |
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