07/04/2020
Today

Handicapping The Market: Always, Usually, Seldom, Never

Michael Santoli, CNBC

Can history help handicap where markets head from here after the extraordinary path stocks have taken so far this year?

Is "Fast Money" The Smart Money?

Christine Idzelis, Institutional Investor

Investors react to CNBC's coverage of "unusual options activity" â?" but they shouldn't expect to profit from it, researchers found.

Are Markets Pricing In More Of The Same?

Louis-Vincent Gave, Evergreen Gavekal

After a cataclysmic hiccup in March, markets rebounded with a vengeance in the second quarter of 2020. In fact, the Dow closed out its best quarter since 1987 on Tuesday, while the S&P and Nasdaq had their best quarters since the late-1990s.

Why Europe May Recover Quicker Than The US

Peter S. Goodman, New York Times

In the pandemic, the United States has relied on expanded unemployment benefits, while European governments have subsidized wages, avoiding a surge in joblessness.

This Is Not Irrational Exuberance

Preston Caldwell, Morningstar

We're forecasting a strong recovery.

Why ZIRP May Lead To Currency Volatility

Buttonwood, Buttonwood's Notebook

There is little scope for them to adjust to economic trouble. So something else must

A Once In A Generation Regime Change

Teun Draaismo & Ben Funnell, FT Alphaville

For the first time in 40 years, we believe we may now have to face up to the corrosive power of inflation.

Walmart Turns Lemon Parking Lots Into Business Lemonade

Minda Zetlin, Inc.

The retailer is turning a boring necessity into something completely different.

The Next Pandemic Will Be Caused by the National Debt

Nick Gillespie, Reason

Debt held by the public equals about 100 percent of GDP. That's hurting growth and will fuel a major crisis.

A Wake-Up Call For The American Dream

Julia Chatterley, CNN Business

This fourth of July, nationwide protests and the Covid-19 crisis have forced America to recognize the ugly inequality lying just beneath its star-spangled surface.

Priorities for the COVID-19 Economy

Joseph E. Stiglitz, Project Syndicate

With hopes of a sharp rebound from the pandemic-induced recession quickly fading, policymakers should pause and take stock of what it will take to achieve a sustained recovery. The most urgent policy priorities have been obvious since the beginning, but they will require hard choices and a show of political will.

How the Black Death Made The Rich Richer

Eleanor Russell & Martin Parker, BBC

When a third of Europe's population was lost, wealth concentrated into tiny groups. Could Covid-19 trigger something similar?

Laid Off & Money Worries: What to Do Next?

Carrie Schwab-Pomerantz, Charles Schwab

If you've lost your job, Carrie Schwab-Pomerantz offers a step-by-step approach to taking advantage of all your available resources.

The Best Quarter Since 1998

Ryan Detrick, LPL Financial Research

Market Blog What a quarter the second quarter was, with the S&P 500 Index adding 20.0%, for the best quarter since 1998 and the best second quarter since 1938. Of course, stocks fell 20% in the?

How Well Has Socially Responsible Investing Done?

Michael Iachini, Charles Schwab

It's natural to ask if there's a downside to SRI.

Trump's Regulatory Reform Agenda By the Numbers

Wayne Crews, CEI

The administration released the Spring 2020 Unified Agenda of Federal Regulatory and Deregulatory Actions. Its purpose is to lay out regulatory priorities of the federal bureaucracy and report on recently completed actions.Under Executive Order 13771, the administration directed agencies to eliminate at least two regulations for every significant one added, and keep net new

With Q2 Data Coming Soon, Expect Awful

Market Minder, Fisher Investments

Analysts have expected dismal Q2 data for months.

A Mid-Year Outlook for Corporate Bonds

Collin Martin, Charles Schwab

For the second half of 2020, we don't expect a repeat of the first.

Why Stocks Can Predict The Next President

Ryan Detrick, LPL Financial Research

Market Blog Although the fight against COVID-19 continues to dominate the headlines and our thoughts are with those affected, this is an election year and as we get closer to November it will begin?

$40 Oil Won't Prevent Wave Of Shale Bankruptcies

Tsvetana Paraskova, OilPrice.com

Covid-19 and the oil price war have led to a surge in bankruptcy filings from medium and even large oil companies this year

Growth Parties Like It's 1999, but Don't Rule Out Value

Dan Lefkovitz, Morningstar

Morningstar style indexes reveal market divergence and opportunity.

Stocks Are the Default Choice In a World of Bad Options

Aaron Brown, Yahoo

Stocks aren't very attractive but they are better than the alternatives.

No US Stock Funds? Is This Young Investor Crazy?

Brett Arends, MarketWatch

Do-it-yourself retirement saver goes against the Wall Street crowd

Late Soviet America

Harold James, Project Syndicate

Like the Soviet Union in its final years, the United States is reeling from catastrophic failures of leadership and long-suppressed socioeconomic tensions that have finally boiled over. For the rest of the world, the most important development is that the hegemony of the US dollar may finally be coming to an end.

The Unseen Effects Of Pandemic Policies

Veronique de Rugy, Reason

Don't forget the unseen costs of government actions.

Is the Five-Day Office Week Over?

Claire Cain Miller, The New York Times

The pandemic has shown employees and employers alike that there's value in working from home â?" at least, some of the time.

Reparations: Beyond 40 Acres And A Mule

Ken Makin, The Christian Science Monitor

Can America find a more just future without paying for past wrongs?

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

Here Come The Corona Capitalists, Part 3

Joseph Calhoun, RealClearMarkets

Congratulations taxpayer! You just bought a trucking company. Well, not an entire trucking company but you did get 30% of the equity in a trucking company.

Markets Have Jumped The Shark

Macromon, Global Macro Monitor

Welcome to Twilight Zone. Nothing seems real anymore -- not the economy, not the markets, not the politics -- and it is increasingly difficult to distinguish the difference between what is and what isn't. It truly feels the economy, markets, and the U.S. political system are in a period of suspended animation.

Wildly Off: Economic Forecasting Is Unhinged

Barkley Rosser, EconoSpeak

Forecasters were wildly off about employment. Will they miss on GDP too?

You Have To Keep Running!

Morgan Housel, Collaborative Fund

“Keep running” just to stay in place is how evolution works. It’s how business and investing work, too.

12 Compelling Wide Moat Stocks

Susan Dziubinski, Morningstar

These high-quality names were recently added to the Morningstar Wide Moat Focus Index.

Tax Day: Consider What You Get for Your Money

J.D. Tuccille, Reason

Do you appreciate the incompetence, in-fighting, obstructionism, authoritarianism, and waste that you pay for?

The Gold Breakout

Joshua M Brown, The Reformed Broker

Asking people why they buy gold is like asking them why they smoke weed.
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