04/23/2020
Today Market Minder, Fisher Investments "Sell in May and go away" isn't any more sage this year. |
Frayda Levin, RCM Health care providers, first responders, warehouse workers, truck drivers, grocery store employees and millions of other Americans are working to keep our country going. These dedicated workers... |
Rep. Nanette Diaz Barragan, The Hill Rather than trying to force jobs back into the declining fossil fuel economy, a green stimulus can provide the necessary support to transition workers who have lost their jobs. |
John Tamny, RCM How many readers of this piece were demanding Zoom before its software was launched in 2013, or Postmates before drivers in its employ began meal delivery in 2011, or transportation at the touch of a... |
Josh Barro, New York Magazine Even a state with a "reopened" economy will remain mostly frozen if consumers are reluctant to participate in the economy. |
David Shulkin, CNN In addition to the devastating loss of life from COVID-19, financial losses to US hospitals across the country will be staggering, writes David Shulkin, former secretary for the U.S. Department of Veteran Affairs. |
Donald Boudreaux & Alberto Mingardi, City Journal Recovery from Covid-19 will take more than government pump-priming; the market process itself, in all its complexity, must revive. |
Joel Peterson, MarketWatch How to properly vet your prospective employer before you say yes |
Dan McLaughlin, National Review There are plenty of ways to give litigation-wary businesses and institutions the reassurance they need to reopen, though none of them is perfect. |
Gregory R. Copley, OilPrice.com The new form of "total war" which Beijing has begun is more comprehensive and amorphous than any strategic engagement seen thus far in history. |
Riley Walters, RCM We're in the middle of what could be the worst pandemic of our lifetimes. An event of this magnitude is hard to prepare for?even if you see it coming. And it will be just as hard to... |
Jeffrey Buchbinder, LPL Financial |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Peter Hooper, Deutsche Bank Group |
William Smead, Smead Capital Management |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Matthew Luzzetti, Deutsche Bank Group |
Randolph May, RealClearMarkets It's been nearly two hundred years since the 25-year old Alexis de Tocqueville arrived in America in May 1831 for his nine-month visit. Only 30 when he published the first part of his great... |
Katie Fry Hester & Jim Rosapepe, The Hill To be sure, our recovery will depend on multiple programs, working in concert with each other. Pay-share programs would help a large majority of essential businesses and other employers (those that are still open), many of which are teetering on the brink of closure from reduced sales. |
Jacki Deason, RealClearPolitics Ezekiel Emanuel, adviser to presidential candidate Joe Biden and Obamacare architect, just called for a 12-to-18-month lockdown to battle COVID-19, asking us to abandon our livelihoods, religious... |
John Lancaster, John A. Lancaster Photo by Jon Tyson on Unsplash Liberty must at all hazards be supported. We have a right to it, derived from our Maker. But if we had not, our fathers have earned and bought it for us, at the expense of their ease, their estates, their pleasure, and their blood. John Adams After weeks of weathering the government imposed economic? |
Simon Henderson, The Hill The coronavirus pandemic has clobbered the US energy industry by reducing demand for oil by around 30 percent. |
Jordan Pearson, Vice If you have millions of dollars just laying around, we have got the deal for you! |
Richard Finger, RCM On Monday, May crude WTI oil NYMEX futures that expired today evaporated to a negative $37 per barrel (bbl) as traders, producers, refiners, hedge fund speculators, anyone with long positions... |
Mark Hulbert, MarketWatch U.S. stock market is itself a forward-looking instrument |
Rebecca Lake, U.S. News & World Report |
Josh Barro, New York Magazine |
Jonathan Williams & Lee Schalk, Hill Bailing out states with federal tax dollars is akin to using your American Express to pay off your Visa. |
Editorial, New York Sun The drama of profligate states using the coronavirus pandemic as an excuse to seek federal bailouts to paper over long-term mismanagement has finally found a Pavarotti — the editorial board of Chicago Tribune. It uncorked this morning an editorial calling pleas for as much as $40 billion in federal lucre for Illinois “shameless,” “dishonest,” “beyond galling.” And it was just getting tuned up. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Stan Matwin, Project Syndicate It has now become clear that the only way to protect public health and restart the economy is gradually, through widespread tracking and tracing. But to make such systems palatable in the world's democracies, regulatory and technological hurdles will need to be cleared. |
Ezra Klein, Vox America's inability to build is killing people. |
Susan Dziubinski, Morningstar The stocks of these wide- and narrow-moat companies providing "essential" services are trading at discounts to their fair value estimates. |
Ed Yardeni, Dr. Ed's Blog Creating the Zombie Apocalypse. Fed Chair Jerome Powell is doing an admirable job of playing the action hero in " 2012 Zombie Apocalypse ,"... |
Jamie Powell, FT Alphaville If you pick through the recent musings of Wall Street’s wonks, whether on the economic or corporate side, you’ll find one discernible trend: analysts trying to figure out how fast we return to ‘normality’ once we emerge from our hovels. |
Ben Carlson, A Wealth Of Common Sense At the end of March, the federal government passed the $2.2 trillion CARES Act to provide financial relief to millions of Americans and a number of businesses to help see them through the crisis. This week they just tacked on an additional $484 billion. That's around 10% of annual economic output in the U.S. This... |
Amy Whyte, Institutional Investor Asset managers and asset owners say they're in good shape but there's still a lot to worry about, according to II's proprietary new survey. |
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