05/11/2021
Today Sara Morrison, Vox How a major oil pipeline got held for ransom |
Wayne Winegarden, Forbes To promote widespread prosperity, the U.S. needs a comprehensive supply-side agenda of sound money, free trade, affordable government, and low taxes. |
Paul Krugman, New York Times Times are good? Punish the unemployed. Times are bad? Punish the unemployed. |
Brian Riedl, National Review It is not difficult to see why the economy may not respond strongly to the latest stimulus law. |
Anthony O'Brien, The Hill The Federal Reserve has broken with its previous approach to monetary policy to an extent that few people realize. |
John Tamny, Forbes In a more rational world away from academic theory, investment bankers will continue to run roughshod over the central-planning fantasies of economists. |
Joseph Calhoun, Alhambra Investments We have reached the point of absurdity in the crypto markets. There were people buying Dogecoin last week in anticipation of Elon Musk's appearance on Saturday Night Live, with the expectation, presumably, that he would say something bullish and they'd be able to ring the cash register. Easy, peasy, cha ching. Except, well, |
Charles Gasparino, New York Post Gary Gensler, the new sheriff on Wall Street, has set some ambitious plans for cracking down on stock-trading shenanigans — but the sheriff will need some deputies if he wants to get the job done.… |
O.H. Skinner, RCM For President Biden and his allies, climate change—now called a "climate crisis"—has grown from being a widely accepted, incredibly important public policy challenge into a mantra in support of a fundamental transformation of our economy from top to bottom. They talk often of a coordinated climate agenda that includes deploying the full capacity of federal agencies in partnership with state and local governments. Much of this agenda will be fought out in the halls of Congress, international settings, and the ballot box. But that hasn't stopped an alliance of local officials, trial... |
Maurie Backman, Motley Fool Buying into false information about the program could leave you in a serious financial lurch. |
Rachel Hartman, U.S. News Picking up a part-time job in retirement is an easy way to improve your retirement lifestyle. But before starting a retirement job, you'll want to run the numbers to see how your Social Security benefits might change. |
Niall Ferguson, Bloomberg The Covid-19 pandemic is not over, but it is already clear that Lord Rees, Britain's astronomer royal, has won his 2017 bet with the Harvard psychologist Steven Pinker that "bioterror or bioerror will lead to one million casualties in a single event within a six-month period starting no later than Dec. 31, 2020." |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Richard Moody, Regions Bank |
Michael Townsend, Charles Schwab President Biden has proposed a higher top individual tax rate and changes to the capital gains tax. Both are a long way from becoming law. |
Liz Ann Sonders, Charles Schwab The stock market has been generally cheering strong economic data; but history shows that boom economic conditions may already be largely priced in. |
Richard Moody, Regions Bank |
Brad McMillan, Commonwealth In April, the medical news was good, and the economic news was better. Commonwealth CIO Brad McMillan assesses the potential for more progress ahead. |
Collin Martin & Christina Shaffer, Charles Schwab The pace of inflation—from below 2% to greater than 4%—has a big impact on the performance of various asset classes. |
James Glassman, Kiplinger The main thrust of our book was that buying and holding a diversified stock portfolio is by far the best strategy. |
John Wasik, New York Times Even if your finances weren't devastated by the pandemic recession, many Americans have not yet started saving. Here's what you can do. |
Editorial, New York Post Economists expected the country to add 1 million jobs in April. It added just 266,000 — a sign that Bidenomics is kicking in and already becoming a dangerous drag on the economy. The Bureau of… |
Emily Atkin, MSNBC How Republicans' recent lies about climate action double as advertising for the meat industry. |
Liz Peek, The Hill Federal Reserve Chairman Jerome Powell and all the other folks trying to calm our inflation fears have clearly not gone to the supermarket recently. |
Benji Jones, Vox The America the Beautiful initiative could redefine US conservation as we know it. |
Eamonn Butler, Adam Smith Institute On 8 May 1899, in Vienna, Friedrich Hayek was born. He would become, in Robert Skidelsky's words, "the dominant intellectual influence of the last quarter of the twentieth century" and he remains influential among liberals and libertarians today. From the 1940s to the 1970s, Hayek had — almost alon |
Bernice King & Ashley Bell, CNN Hours before an assassin's bullet ended his life in the spring of 1968, Dr. Martin Luther King, Jr. — a father to one of us, a role model to the other — delivered his final public address to a Memphis crowd that had gathered to fight what he called the inseparable twins of economic and racial injustice. |
Jason Kephart, Morningstar The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century. |
Joanna Glasner, Crunchbase Across the country, restaurant operators are reporting steep staff shortages, and are struggling to hire both cooks and wait staff. |
Edward Price, Financial Times Is the Phillips curve alive or dead? |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Jamie Powell, FT Alphaville Elon's sketches weren't the most painful thing on Saturday night for Dogecoin hodlers. |
Derek Robertson, Politico An unlikely, polarizing SNL hosting stint for the mogul reveals the boundaries and tensions of our ever-present culture wars. |
Allison Schrager, City Journal The Biden administration wants to keep the labor market stuck in the past. |
Christine Benz, Morningstar How changes to the step-up in cost basis could affect your financial plan. |
Ben Carlson, A Wealth Of Common Sense Whenever there's a huge run-up in prices in any financial asset there is usually more than one reason for it.Take housing as an example.Prices are going crazy because of demographics, low rate |
Charlie Bilello, Compound Advisors Valuations in the US are high, exceeding all prior periods in history with the exception of the dot-com bubble (March 1998 to December 2000).1 The long-run implications of higher valuations? Lower future returns and higher volatility/drawdowns, on average. What can an investor do about this? |
Michael Johnston, Evergreen Gavekal Warren Buffett and Charlie Munger dropped four bombshells at the Berkshire Hathaway annual meeting. |
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