09/04/2021
Today Sachin Nagarajan, Morningstar It's close, but some industries are still recovering. |
Casey Carlisle, UncleNap As a senior in high school, I ran for class president with "do the right thing" as my campaign slogan. Though I realized years ago how utterly pretentious that message is, I'm often reminded that it's good politics, which proves the point that politics is poison. To vote for someone else is to "do the wrong thing," and you don't want to be a bad person, do you? It's a sinister trick that comes in many phrases - all of which are highly effective in duping the majority - yet democracy is still deified. Just as "the science" insults the scientific method, "the right thing" has the capacity... |
Adam Tooze, The Guardian The year 2020 exposed the risks and weaknesses of the market-driven global system like never before. It's hard to avoid the sense that a turning point has been reached |
Paul Krugman, New York Times Friedrich Hayek gave terrible policy advice. |
Robert Mulligan, AIER "The Covid-19 recession was not triggered by financial causes, but the ballooning government debt the U.S. is currently pursuing, recklessly and with a vengeance, can only substitute a new unsustainable expansion for a sustainable recovery." |
Johns Capital, FTX Research So are we in an everything bubble? There's most certainly pockets of excess in nearly every corner of the financial markets, but there's also ample opportunity. |
David Hay, Evergreen Gavekal Bubbles now get tremendous amounts of press. Their counterparts, however, don't. In my 42 years of financial market experience, anti-bubbles are where immense amount of wealth are made and bubbles are where they are lost. |
Barry Ritholtz, The Big Picture What do you do if you have a philosophy that over the course of half a century, is continually proven wrong? I do not mean a little bit off, or theoretically askew, but verifiably, factually, quantifiably wrong? Do you admit the error and change course? |
Michael Pento, PentoPort The government lifeline to the economy is about to be cut. |
Jemima Kelly, FT There is lots of money to be made by charging people to wash away their guilt. |
Cal Newport, The New Yorker In the modern office, stress has become a default metric for judging whether we are busy enough. |
Rani Molla, Vox An astonishing one in three US workers does gig work now. |
Ironman, Political Calculations August 2021 was another strong month for dividend paying firms in the U.S. stock market. |
Bryce Coward, Knowledge Leaders Today at the annual Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated that the Fed is in no hurry to either taper asset purchases immediately or aggressively. |
Lee Ohanian, Cato A few ideas to enhance affordability. |
Donald Kohn, Brookings Don Kohn delivered remarks on financial stability at the August 2021 Jackson Hole Economic Policy Symposium. |
Rob Williams & Chris Kawashima, Schwab How much can you spend in retirement without running out of money? The "4% rule" is a popular rule of thumb, but we think you can do better. Here are our guidelines for finding your personalized spending rate. |
Lauren Foster, Enterprising Investor Anything that you want to price in finance has three key inputs, Vineer Bhansali says. |
Brian Wesbury & Robert Stein, First Trust Advisors |
J. Bradford DeLong, PS The past 30 years should have taught Democrats to put their own economic policy priorities before symbolic gestures of "bipartisanship." If US President Joe Biden does not replace Federal Reserve Chair Jerome Powell with Lael Brainard, he will almost certainly regret it. |
Paul R. La Monica, CNN The August jobs report was a massive disappointment, with Corporate America hiring far fewer people than expected. But investors largely shrugged off the weaker jobs gains. |
Daniel A. Gross, Vox The history of hurricanes like Katrina and Ida says a lot about America's future. |
Jakir Hossain, Morningstar Retailers posted solid numbers this earnings season, but we think their stocks are, in general, overbought--with some exceptions. |
Eduardo Porter, NY Times Offices are unlikely to be as full after the pandemic as they were before. Service businesses and their employees will have to adapt. |
Jon Petersen, Novel Investor Bernard Baruch's biggest mistake came early in his career. It was his quickest and largest loss ever and provided a lasting lesson. |
Will Knight, Wired ASML's next-generation extreme ultraviolet lithography machines achieve previously unattainable levels of precision, which means chips can keep shrinking for years to come. |
Ben Inker, GMO Quarterly Letter Ben Inker addresses some of the objections we hear from investors who are hesitant to join us in betting strongly on value today. |
Kenneth Rogoff, Project Syndicate Many economists seem to view inflation as a purely technocratic problem, and most central bankers would like to believe that. In fact, the roots of sustained inflation mainly stem from political economy problems, and here the long list of similarities between the 1970s and today is unsettling. |
Terry Nguyen, Vox Supply chain delays, shortages, and delivery issues are here to stay. |
Ari David Blaff, Quillette The COVID-19 pandemic revealed the alarming extent of America's dependence on foreign countries. |
Allison Schrager, City Journal Engaging in political issues would damage the institution. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
David Dayen, The American Prospect Hundreds of billions of dollars are scheduled for industries private equity dominates. Advocates want to make sure workers and families benefit, not financiers. |
Ben Thompson, Stratechery The FTC's new Facebook case isn't any better than the old one, even as there are ever more questions about the potential harm of regulatory interference |
Morgan Housel, Collaborative Fund Some small flaws I've noticed in humans. |
Eric Boehm, Reason Without policy changes, beneficiaries will receive only 78 percent of what was promised starting in 2034. |
Scott Grannis, Calafia Beach Pundit People keep asking why gold isn't going up with inflation. It already did. |
Cullen Roche, Pragmatic Capitalism Is all crypto going to zero? |
Steven Vannelli, Knowledge Leaders The economy is slowing but inflation isn't. |
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