09/12/2020
Today Mark Hulbert, MarketWatch Figure out what you really need. |
Vincent Deluard, Evergreen Gavekal In the investment world, hindsight is always 20/20. The expression has never been truer than in the year 2020, as investors who believed that the longest bull market in history was destined to expand indefinitely were met with an unwelcome surprise towards the end of the first quarter. |
Lorie Konish, CNBC The race for the White House will likely impact the equity markets. While you may be tempted to position your portfolio now, experts say it's best to wait. Here's what different results on Nov. 3 could mean for stocks. |
Max Gulker, AIER “People vote their pocketbooks” is a misleading and potentially insidious approximation of voter behavior. |
David Morse, MarketWatch Smaller U.S. companies continue to pay a higher effective tax rate, stunting their growth and encouraging more offshoring by large multinationals |
Martha White, NBCNews Six months into the pandemic, some laid-off workers find themselves waiting weeks or even months to receive their unemployment benefits. |
Ben Casselman, The New York Times An emergency federal program faces growing issues with spurious claims, and the flood of applicants may have led to overcounting the unemployed. |
Laurent Belsie, CSM Prospects for new coronavirus relief faded this week in Congress. That's tough at a time when some firms are hiring but many are far from recovered. |
Andrew Ross Sorkin, The New York Times The economist taught a generation of corporate leaders that profit should be their main motive. A new group of C.E.O.s begs to differ. |
George Selgin, Alt-M Despite claims to the contrary, George Selgin explains the Federal Reserve's move to AIT is not a clear move towards NGDP targeting. |
Sophia Kunthara, Crunchbase If direct listings were the most-talked-about way to go public in 2019, SPACs are the new direct listings. |
Alicia McElhaney, Institutional Investor Monetary policy, social and economic gaps, and the rise of China all could shake the world's foundation, according to the Bridgewater Associates founder. |
Brad McMillan, Commonwealth Financial Network |
Carrie Schwab-Pomerantz, Charles Schwab |
Ryan Detrick, LPL Financial Research Economic Blog While the direction of the 10-year Treasury yield over the last cycle was decidedly lower, as shown in LPL's Chart of the Day, there were still six extended periods where it rose at l? |
Jerry Bowyer, Vident Financial |
Collin Martin, Charles Schwab We believe fixed income investments still have a place in a well-diversified portfolio. |
Martin Pring, Pring Turner Asset Management |
Richard Moody, Regions Bank |
Susan Dziubinski, Morningstar These undervalued wide-moat stocks earn low uncertainty ratings. |
Mark Hulbert, MarketWatch Short-term market timers are bearish and that's bullish for the rest of us |
Jon Hartley, National Review Joe Biden and CEOs emphasize helping non-shareholder stakeholders, but they ignore how Friedman's shareholder primacy theory does exactly that. |
Leo E. Strine Jr. & Joey Zwillinger, NYT Since the economist wrote his influential essay on capitalism, the "haves" have gained much and everyone else has missed out. |
Matthew Yglesias, Vox Things are looking better than was feared, but the case for more help is clear. |
Matt Egan, CNN Business The pandemic recession plunged dozens of large American companies into bankruptcy this summer. Countless more are on their way. |
Mark Trumbull, Christian Science Monitor Central banks around the world have taken dramatic steps to support economies during the pandemic. The balance between stimulating growth and guarding against inflation isn’t an easy one. |
Sophie Charara, Wired For some it never left. |
Jim O'Neill, Project Syndicate Despite all of the doom and gloom of the past six months, much of the global economy continues to show signs of a sharp recovery from the pandemic-induced collapse this spring. And while nothing is guaranteed, a number of favorable structural factors make a further acceleration highly likely. |
Derek Thompson, The Atlantic Visionary responses to catastrophes have changed city life for the better. |
Veronique de Rugy, Reason The federal government has already made $32 billion available to distressed airlines. The industry wants another $25 billion. |
Patricia Cohen, The New York Times A $600-a-week supplement that expired in July has been credited with bolstering the economy. Its impact on hiring is central to a political fight. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Carmen Ang, Visual Capitalist The world's 25 richest families are worth a combined $1.4 trillion. |
Scott Grannis, Calafia Beach Pundit The economy continues to improve. |
Emily Stewart, Vox The coronavirus pandemic shows how important it is to get the internet to everyone in America. Here's what it would take to do it. |
Jamie Powell, FT Alphaville Stanley Druckenmiller is a great trader and that's exactly why you shouldn't pay much attention to what he has to say. |
kk, The Brooklyn Investor One can only assume that Buffett feels that these Japanese trading companies are decent businesses with decent managements trading at attractive prices. |
Ironman, Political Calculations The volume of goods and services traded between the U.S. and China during July 2020 rose over their June 2020 levels as the economic recovery from the coronavirus recession continued. |
Ben Carlson, A Wealth Of Common Sense The 60/40 portfolio has died a thousand deaths. |
|
|
|
|
