05/20/2020
Today

Embracing Facts over Fear: The New Coronavirus In Life Years

Edward Pinto, RCM

As of May 17, about 91,000 lives have been lost to the coronavirus. Notably, those aged 65 or older accounted for 80 percent of these deaths and residents or employees of long-term care...

Legal Immunity for Unsafe Businesses Is a Really Terrible Idea

Paul Bland, The Hill

Keeping courts open and available is the only way to ensure some corporations take seriously their responsibilities to protect their people.

In Frontloading Death, Sweden Front Loads Immunity

Michael Fumento, Just the News

By not locking down, the Nordic outlier has in effect 'front-loaded' its deaths and decreased those deaths later on.

It's Probably Not Safe for Sports Come Back. But They'll Be Back

Will Leitch, NYM

It's probably not safe for sports like the NFL and NBA to return yet, but both executives and fans have shown before that they'll put entertainment over player safety.

Did the Lockdowns Save Lives?

Jeffrey Tucker, American Institute for Economic Research

For two to three months, Americans have suffered the loss of liberty, security, and prosperity in the name of virus control. The psychological impact has been beyond description. We thought we could count on basic rights and freedoms. Then over a few days in March, it all ended in ways hardly anyone could believe possible.

Private Equity Didn't Make Neiman or J. Crew Go Bankrupt

David Bahnsen, NRO

If you want to see free enterprise for all it is and all it will ever be, then rejecting the demonization of private equity is a good place to start.

Trump Can No Longer Afford to Be So Foolish Toward Huawei

John Tamny, RCM

The 4G revolution was truly transformative. With 4G, GPS-enabled smartphones increasingly standard, it became possible for companies like Uber, Lyft, Postmates and others to rewrite how we live, and...

This Is Not 2008 All Over Again for Stock-Market Investors

Justin Spittler, RiskHedge

My phone has been ringing off the hook. Relatives and friends are reaching out to me. They want to know what I'm doing with my money. When I say I've been loading up on stocks, they can't believe it.

Is the Bear Market Over With? Why Investors Are Still Not Sure

Matt Egan, CNN

America's stock market is signaling the economy will rapidly recover from the coronavirus crisis.

China Exports 'Debt Traps' to the Third World

Abram Shulsky & Blaise Misztal, RCM

How Unemployment Could Be Below 5% By Next Year

Allison Schrager, City Journal

If policymakers take the right steps, the U.S. can reopen successfullyâ?"and get lots of those lost jobs back.

How Current Crisis Could Impact Future Of Fashion Forever

Emily Cegielski, Worth

As one of the most destructive business sectors, the fashion industry is poised for change, and COVID-19 might just be the catalyst it needs to become a more sustainable and ethical industry.

Has Residential Construction Hit Bottom?

Richard Moody, Regions Bank

A Look at Developed World's Reopening Progress

Market Minder, Fisher Investments

A look at the developed world's reopening progress outside the US.

How Are We Going to Pay For All This?

Brian Wesbury & Robert Stein, First Trust Advisors

Debt Problem Will Only Get Worse with Coronavirus

Brian Riedl, Manhattan Institute

The coronavirus pandemic is currently projected to add $8 trillion in federal debt over the decade.

As Economy Reopens, Corp Spreads Shrink

Russell Redenbaugh & James Juliano, KCM

A Preview of the Week Ahead Economically

Richard Moody, Regions Bank

Cities With the Most Self-Employed Workers

Various, Volusion

See which U.S. cities have the most self-employed workers

A U.S./China Trade War Is the Last Thing Global Economy Needs

Laura He, CNN

Mutual blame over the coronavirus pandemic has reignited tensions between the United States and China, threatening to break what was already a fragile truce on trade between the world's biggest economies.

Dems Will Pay a Price for Hurting Economy at Ballot Box

Stephen Moore, The Hill

Americans do not want the financial destruction of the lockdown.

What a Div. Cut May Mean For Your Portfolio

Rebecca Lake, U.S. News & World Report

To Save NYC Money Post-Covid, Stop the Recycling

Howard Husock, New York Post

It's much less expensive to simply combine recyclables with general refuse and send it all to landfills â?" which are now federally regulated.

Why We Should Help U.S. Workers, Not Kill Them

Paul Krugman, The New York Times

Unemployment benefits: an unheralded success story.

C-19 Means Lots of New Rules That Crowds Don't Follow

Jessica Carney, MSNBC

Event planners know you can't just rely on people to obey rules when they're in crowds. So why are government officials doing so right now.

For Health and Economic Survival, Let's Get Outside

Karol Markowicz, New York Post

We need to start moving toward reopening, and that will mean rearranging some of the ideas that have ingrained themselves in our minds.

The Pandemic Could Cost Global Economy $82 Trillion

Steve Goldstein, MarketWatch

An economic-depression scenario could cost the world economy $82 trillion in lost output.

Add the Death of Common Sense To the Coronavirus Toll

Bernard Goldberg, The Hill

It's common sense not to turn decent Americans into criminals if they don't adhere to zero-tolerance rules that seem capricious.

When Shelter-in-Place Puts Your Tax Strategy at Risk

Paul Sullivan, New York Times

Advisers say taxpayers facing residency questions because of quarantine orders need to keep detailed records to explain where they lived, for how long and why.

Was Ferguson Morally Right to Evade Lockdown Limits?

Edward Stringham, AIER

Theoretical physicist Neil Ferguson is a vice dean at Imperial College of London and one of the main architects of our current lockdown. Ferguson rose to fame in 2005 when he predicted that up to 200 million people could be killed from the bird flu and acted as the advisor to the British government’s Scientific Advisory Group for Emergencies (SAGE), saying that without lockdown hundreds of thousands of Britons and 2 million Americans would die from COVID-19.

A Venture Capitalist's Guide to Investing During Coronavirus

Lucas Asher, Worth

Venture capitalists who place big bets on new technology and software will play a role in deciding what the world after COVID-19 will look like.

Fisher Investments on Election-Year Uncertainty: This, Too, Shall Pass

Fisher Investments Editorial Staff, Fisher Investments

Ken Fisher on Nixing the VIX

Fisher Investments Editorial Staff, Fisher Investments

Will Uncle Sam Force Big Tech to Break Up?

Fisher Investments Editorial Staff, Fisher Investments

Shattering the Debt Ceiling Myth

Fisher Investments Editorial Staff, Fisher Investments

On The Possibility Of A New Investment Paradigm

John Rekenthaler, Morningstar

Will stock and bond performance converge?

No Free Lunches

Peter Cecchini, Epsilon Theory

We believe market participants will eventually catch on to the fact that THERE ARE NO FREE LUNCHES OVER THE LONG-TERM.

The Three Sides of Risk

Morgan Housel, Collaborative Fund

There are three distinct sides to risk.

Vaccine Irrational Exuberance

Ronald Bailey, Reason.com

Stocks rise steeply on good news about mRNA vaccines.

Low Bond Returns Are Nothing New

Ben Carlson, A Wealth Of Common Sense

Don't expect much from your bonds.

Value Is Very Much Alive

Mikhail Samonov, Two Centuries Investments

Separate factor risk from return; Use the longest history to set expectations; Allocate significant organization resources to innovation.

The Battle Over Re-Opening Needs Some Empathy

Macromon, Global Macro Monitor

Empathy - the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another.
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