06/22/2020
Today Michael Strain, National Review Companies that are rushing to move their workforces remote are making a mistake. |
Michael Hiltzik, LAT The Trump administration sets up a private equity trap for unwary 401k investors. |
Market Minder, Fisher Investments What stocks' rebound amid record-low buybacks means for investors. |
Alessandra Malito, MarketWatch Financial advisers weigh in on the personal finance guru's latest warning about individual retirement accounts, and how to use them |
David Wallace-Wells, New York Magazine The cost of the muddled messaging around the coronavirus and the necessity of face masks has is becoming terrifyingly clear in America. |
Michael Fumento, Just the News From the start, the public health establishment has projected an air of certitude in its advice and policy prescriptions on COVID-19 belied by a record of error on many of the central questions. |
Walter Block, RCM Five major cities have been hogging up the lion's share of new hi-tech jobs. They are Boston, San Diego, San Francisco, Seattle and San Jose. They have accounted for, wait for it, 90% of new... |
Paul Davidson, USA Today A midsize manufacturer forced to shut down production for two months. A regional restaurant chain surviving on takeout service and sharply lower revenue. A hotel struggling to stay afloat until Americans start traveling again. Tens of thousands of midsize businesses left out of massive government rescue programs for small and large companies amid the COVID-19 pandemic are finally getting their lifeline. |
John Tamny, RCM Going back many, many centuries to China's Song dynasty (960-1279), the Confucians supported private money over what government would issue because "the market would compel private issuers of... |
Marc Busch, The Hill If Lighthizer were to get his tariff reset, U.S. exporters would increasingly be harassed by trade remedies abroad. |
Julia Horowitz, CNN Central banks have unleashed trillions of dollars in stimulus, using their full recession toolkits to fight what could be the worst peacetime downturn in 100 years. Governments have followed suit with trillions of additional dollars. In the face of an uncertain future, what's left for policymakers to do? |
Justin Gillis & Heather Thompson, New York Times With people hunkered down at home, cities should act quickly to find a better balance between cars and pedestrians and cyclists. |
Jerry Bowyer, Vident Financial |
Allison Schrager, Manhattan Institute |
Wayne Crews, Competitive Enterprise Institute I remembered wondering in 2017 whether the federal government would be larger or smaller after four years of Trump. The debt has now topped $25 trillion and the deficit alone will top $4 trillion, a figure that, incredibly, is higher than all federal outlays as recently as 2015. In the meantime, President Trump can and should use a meataxe on regulation unilaterally. |
Jerry Bowyer, Vident Financial |
Jerry Bowyer, Vident Financial |
Michael Keane, SSRN Many academics are advocating for the strict adherence to randomized controlled trials (RCTs) in order to find treatments for CoViD-19. The prevailing orthodoxy |
Caroline Baum, MarketWatch It's going to take many years of digging to get GDP back to its pre-pandemic level |
Mark Hulbert, MarketWatch Percentage of stock U.S. households own determines the market's 10-year return |
Buttonwood, The Economist Speculation is as old as the hills, but you can count on some variations |
Christian Britschgi, Reason.com Falling demand and strict social distancing requirements are leaving many restaurants with no path to profitability. |
Howard Lindzon, HL Robinhood is drawing a lot of attention these days. Success breeds scrutiny in the USA. More so than failure. |
Jeff Carter, Points and Figures The Ten Commandments seem to work pretty well when you are thinking about how you should work with people. |
Kevin Rudd & Daniel Rosen, Project Syndicate Given China's failure to follow through on the marketization policies that it announced seven years ago, it is reasonable to be suspicious of the government's latest reform push. Much will depend on what Chinese leaders fear more: disruptive change, or a creeping malaise of their own making. |
Tom Engelhardt, The Nation Marked by disease, endless wars, and a dying planet, the American empire is finally reaching its decline. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
David Hay, Evergreen Gavekal Reputations are hard to shake, even those that are unfairly attributed. In my case, this was a function of my frequent warnings that stocks were overpriced for most of the second half of the former 10-year bull market. |
Kyle Chayka, The New Yorker What kinds of space are we willing to live and work in now? |
Ed Yardeni, Dr. Ed's Blog From meltdown to meltup. The Greenspan Put, the Bernanke Put, and the Yellen Put all resulted from actions taken by the Fed under those three Fed chairs to give stock prices a boost when they seemed to need it to avert a meltdown. |
Alicia McElhaney, Institutional Investor The Yale Model may not be the future for university endowments. |
Rusty Guinn, Epsilon Theory A bell is ringing.... |
Ben Carlson, A Wealth Of Common Sense Of all amazing leaps forward in household technologies in the early-to-mid-1900s — automobiles, radios, televisions, refrigerators, washer/dryer, dishwasher, etc. — the most underrated might be air conditioning. |
Sriram Krishan, The Observer Effect Marc Andreessen on how he spends his time, learns, the 'build' essay and much more. |
|
|
|
|
