11/14/2020
Today Annie Lowrey, The Atlantic |
Phillip Molnar, San Diego Union-Tribune It appears the federal government will be split, which some investors say is a good thing. |
Ed Kilgore, Intelligencer Biden's election eliminated any incentive Donald Trump had for a stimulus deal and a second stimulus check. What happens now depends on the two Georgia runoffs to determine Senate control, unless COVID-19 really spikes and the economy tanks. |
Tim Carney, Washington Examiner There is a time for every purpose under heaven. There's a time to save, a time to cut taxes, a time to play. Governors, mayors, and probably our president-elect believe it's time to shut down or curtail businesses, and so it is not time for Congress to worry about the deficit or the debt. Instead, it is time to spend big, in order to save main streets and the businesses on them. |
Seth Berenzweig & John Tamny, Capitol Brief Seth Berenzweig and John Tamny discuss the meaning of Election 2020, Covid-19 developments, and the U.S. economy. |
Jared Bernstein, WP Low real interest rates in tandem with critical needs make this a good time to use fiscal policy to meet pressing economic needs. |
Leticia Miranda, NBC News When President-elect Joe Biden takes over the White House in January, he will face a global economy that has fundamentally shifted over the last four years. |
John Tatom, The Hill At the rate of decline of the unemployment rate since April, or since July, the economy will achieve normalcy by January. |
Gene Marks, WT Mr. Biden would like to raise individual, Social Security and capital gains taxes, reduce the small business pass through deduction, make it less tax-advantaged to sell business assets and increase the corporate tax rate. |
Aaron Klein, Brookings Aaron Klein outlines FinReg priorities for the new administration. |
Allan Roth, FP The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms. |
Richard Moody, Regions Bank |
Market Minder, Fisher Investments As the Bank of England expands quantitative easing, we revisit the program's flaws. |
Brad McMillan, Commonwealth Financial Network |
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. |
Matthew Yglesias, Vox With low interest rates and divided government, it's time for an ice cream party. |
Jonathan Chait, Intelligencer Joe Biden's presidency will have trouble moving through a Senate that will be either split or Republican controlled. But if he agrees to a tax cut for the rich, Republicans will give him social spending on green energy or health care. |
Anatole Kaletsky, Project Syndicate According to conventional wisdom, US President-elect Biden will find himself immediately paralyzed because Republicans will follow the same obstructionist playbook they used to sabotage Barack Obama's administration. But there are five new features of US political dynamics that this argument has overlooked. |
Dave Sekera, Morningstar As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks. |
Austan Goolsbee, NYT The coronavirus crisis and the transition of 2020 have the clear potential to spiral out of control. |
Aaron Brown, MSN Stocks may be expensive based on historical measures, but it's nothing compared to skyrocketing home values. |
Tom Orlik, BBW $36 trillion |
Mark Hulbert, MarketWatch Value historically has performed best after new presidents take office |
Jeanne Sahadi, CNN Business With no assurance that Congress will provide more stimulus soon, many business owners wonder how much longer they can hang on. |
Veronique de Rugy, Reason Get ready for President-elect Biden to join forces with big spending Republicans. |
Rebecca Robbins, New York Times Success will hinge on an untested network of governments, companies and health workers. |
Julia Alexander & Zoe Schiffer, The Verge The $2 billion streaming platform imploded less than six months after launch. Employees say they knew it would fail, but they were still shocked at how quickly it happened. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
James Picerno, The Capital Spectator The value factor has fallen on hard times in recent years, prompting debate about whether this risk premium can recover as technology-fueled growth stocks eat the world. |
Claire Jones, Financial Times The Bank of Amsterdam is to central banking history what Little Richard is to rock ‘n’ roll. |
Morgan Housel, Collaborative Fund There are two kinds of history to learn from. |
Ben Carlson, AWOCS Things could get way worse before they get way better. |
Scott Sumner, The Money Illusion It’s time to rebuild our alliances. |
Alexander William Salter, AIER The Fed is too involved in credit allocation and should stick to actual monetary policy. |
Daniel Tenreiro, National Review The canceled Ant IPO may be a big mistake. |
|
|
|
|
