06/13/2020
Today Mark Hulbert, MarketWatch Over the long term, this approach handily beats the S&P 500, with much lower volatility |
Kirsten Korosec, TechCrunch Hertz, the rental car company that is going through Chapter 11 bankruptcy proceedings, can now sell up to $1 billion in stock as it seeks to tap into one of the hottest tickets in town: traders with an appetite for short-term speculative bets. |
Chris Lange, 24/7 Wall Street Facebook aims to capitalize on its social media dominance with a foray into e-commerce. |
Louis-Vincent Gave, Evergreen Gavekal In May Louis-Vincent Gave put forth 3 potential scenarios as the virus crisis unfolded. |
Allison Schrager, City Journal Beating Covid-19 will require international cooperation |
Noah Smith, MSN Tariffs, threats and trade wars didn't work, but more cooperation between government and industry might. |
Sophie Alexander, MSN Barstool Sports' Dave Portnoy had bought just one stock in his life before the quarantine hit. When the country shut down in March, canceling sports and sports betting, the founder of the brash media empire considered sexist by some dusted off his old E*Trade account and started day trading. |
Ben Carlson, A Wealth Of Common Sense A look back at the most volatile years in stock market history. |
Frank Partnoy, The Atlantic The U.S. financial system could be on the cusp of calamity. This time, we might not be able to save it. |
Sarah Schutte, NR Beijing's lack of transparency and veracity around its handling of the coronavirus is a factor in this steep decline in favorability. |
John Cassidy, The New Yorker With Trump’s poll ratings sagging, the best thing he has going for him is the perception, however unfounded, that he is better equipped than Joe Biden to ensure an economic recovery. |
Natalie Choate, Morningstar Contributor Natalie Choate tackles three scenarios where a Roth conversion seems to make sense--but may not. |
Chris Pope, Manhattan Institute Businesses are having a difficult time getting people back to work in part to unemployment benefits. |
Market Minder, Fisher Investments Economic reopeningsâ?"not policymakers' spending plansâ?"matter more to stocks, in our view. |
Liz Ann Sonders, Charles Schwab As expected, the Federal Reserve kept rates near zero, plans to keep them there until 2022, and established a floor under its large-scale asset purchases. |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Martin Pring, Pring Turner Asset Management |
Carrie Schwab-Pomerantz, Charles Schwab How do you manage money in times of crisis? Carrie Schwab Pomerantz recently answered a range of questions from Redditors. Here are three more. |
Daniel Tenreiro, National Review Overly expansive public communications reinforce the view that the Fed micromanages the economy, and lead to unnecessary market volatility. |
Brett Arends, MarketWatch New regulations look like more risk than opportunity |
David Merkel, The Aleph Blog Investor, know thyself. |
Jamie Powell, FT Alphaville How did Davey Day Trader get into and out of this tiny stock? |
Howard Gold, MarketWatch Robinhood and day-trading newbies already are getting their comeuppance |
Isaac Arnsdorf, Pro Publica TeamHealth, a medical staffing firm owned by private-equity giant Blackstone, charges multiples more than the cost of ER care. All the money left over after covering costs goes to the company, not the doctors who treated the patients. |
Annie Nova, CNBC The stock market is doing relatively well considering that we're in a recession. But that won't help Americans hardest hit by the pandemic. |
Ben Hunt, Epsilon Theory The employment numbers aren't what they appear. |
James K. Galbraith, Project Syndicate The United States has built an economy based on global demand for advanced goods, consumer demand for frills, and ever-growing household and business debts. This economy was in many ways prosperous, and it provided jobs and incomes to many millions. Yet it was a house of cards, and COVID-19 has blown it down. |
Anneken Tappe, CNN Business America is in a recession, but this downturn is unlike any the country has ever seen. |
James Pethokoukis, The Week Wall Street still might be crazy to be this optimistic. And maybe the stock market's spring fling will turn into a summer swoon. But it might also be the case that Wall Street is ignoring so many bad things today because America might look a lot better tomorrow. |
William Cohan, Vanity Fair Amidst a pandemic and bankruptcies and shuttered businesses and rent defaults and double-digit unemployment and massive civil unrest, the Dow and Nasdaq are near their highs. Thank the Fed—and don’t get too comfortable. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Joseph Calhoun, RealClearMarkets Can you still call it crony capitalism if the crony is a foreign company? |
Jamie Powell, FT Alphaville If you think the aggregate equity market action doesn’t add up, then what’s been going on in some US names might tip you into madness. Particularly if you don’t believe in the afterlife. May we present to you: the zombie rally. |
Ben Carlson, A Wealth Of Common Sense This year is unlike anything we’ve ever seen before in terms of market and economic dynamics but there is plenty of investor behavior that has been around since the dawn of markets. Here are some things that will never change about the markets: |
Alex Tabarrok, Marginal Revolution The US is the only major country that spends more on prisons than police. |
Dion Rabouin, Axios Professional investors have largely abandoned the stock market amid the coronavirus pandemic, but sports bettors and bored millennials have jumped into the retail stock trading market with both feet. |
Tejinder Gill, Collaborative Fund Keep documenting. Keep distributing. We will keep changing. |
Tom Gara, Buzzfeed After a terrifying spring spent in lockdown and a summer of protests in the streets, things are going to get a lot worse in the fall. |
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