03/20/2020
Today Amity Shlaes, CJ America's past crises show that a free-market policy is the best way forward. |
Newt Gingrich, Fox President Trump should create a planning team to think beyond the immediate crisis. We need two enormous steps beyond the trillion-dollar emergency bill. |
Editorial, New York Times A consensus is building around the simple expedient of sending cash to every American. Politicians need to move quickly. |
John Tamny, RCM It's March 20th today, at which point it's worthwhile to travel back in time to February 20th. Was any economist, politician or pundit calling for stimulus checks, "lending... |
Christoph Gisiger, themarket Raghuram Rajan, Professor of Finance at the University of Chicago, warns of defaults in the credit sector. To dampen the repercussions of the coronavirus pandemic, he argues for targeted economic measures, and he explains why he views Switzerland as a role model for the revitalization of growth in the industrial world. |
Ed Bersoff & Bruce Lyman, RealClearMarkets Lawmakers are working at breakneck pace to combat the coronavirus-induced economic panic. Checks for citizens, flexible business loans, free coronavirus tests, and more are being considered in a... |
Editors, USA Today Just as this coronavirus is novel, so is the economic crisis it is spawning. This economic crisis was triggered by an external event — a pandemic — rather than internal excesses in the economy such as too much inventory, too much debt or wildly inflated asset prices. |
Richard Salsman, InterMarket Forecasting Inc. |
Market Minder, Fisher As a bear market wears on, it is normal for fear to spread far beyond the downturn's proximate cause. |
Daniel Obrycki & Rafael Resendes, AFG Only in 2008 have valuations been as attractive as now. Today, the market is essentially pricing in 0% sales growth over the next five years, not as harsh as the -15% priced in during the 2008 lows, but very harsh compared to the expected 20% to 30% growth these firms have typically delivered over a five year period. Unlike 2008 there will not be liquidity issues driving economic decisions and panicking investors. This is a confidence crisis similar to 9/11. As medical policy catches and surpasses the virus, confidence will return and economic activity will march forward. Already, in China,... |
Andrea Riquier, MarketWatch 'ETFs have quite literally become the market,' says one industry expert |
Jeffrey Snider, RealClearMarkets This isn't random. Neither the crisis nor its timing. If it feels a lot like 2008 right now that's because, in large part, nothing was learned from the first Global Financial Crisis... |
Peter Hooper, Deutsche Bank |
Kathy Jones, Charles Schwab The Federal Reserve is reluctant to cut its policy rate below zero, but markets could drive Treasury yields negative anyway. |
Daniel Kern & Renee Kwok, TFC Financial Management |
Carrie Schwab-Pomerantz, Charles Schwab Trying to improve your credit score? This week's Ask Carrie, talks about the impact of recent FICO changes and how to maintain good credit. |
Tyler Cowen, Marginal Revolution Plans for economic mitigation from the coronavirus -- by Tyler Cowen We need a series of policies to achieve some rather complex ends, and in conjunction. Other than the obvious goals (?minimize human suffering?), these ends are: Scale down economic activity in a rapid way to keep people at ho... |
Richard Moody, Regions Bank |
Morgan Housel, Collaborative Fund We came together to fight World War II and we can do the same to fight the coronavirus. |
Philip Turner, Project Syndicate As the full implications of the COVID-19 pandemic have slowly become clear, private liquidity has begun to drain out of global markets. As a result, the record-high level of dollar-denominated debt held by non-banking entities outside of the United States has become a problem that central banks simply cannot ignore. |
William Watts, MarketWatch The dollar is surging against everything. |
Veronique de Rugy, National Review We couldn't trust the government before, and we can't trust them now, so let's exert more accountability than we have in the past. The stakes are too high. |
Susan Dziubinski, Morningstar This shortlist of high-quality companies with predictable cash flows and modest leverage are well-equipped for today's market uncertainty. |
Catherine Wood, 24/7 Wall St. Odds of a V shaped recovery have increased. |
Dave Nadig, ETF Trends The bond market is convulsing in paroxysms of uncertainty. You don't need me to tell you that. We're seeing absolutely unprecedented moves in every corner of fixed income as markets try and deal with the quintuple threat of a global health crisis, a global recession, an energy price war, |
Emily Stewart, Vox The stock market drop means opportunities for corporate raiders, activist investors, and private equity. |
Nathaniel Meyersohn, CNN The outbreak of coronavirus is pushing Americans to buy their groceries online, a development that could have a lasting effect on the supermarket industry. |
Todd Bliman, Fisher Investments I believe optimism will eventually triumph over prevalent pessimism. |
John Lim, MarketWatch It?s hard to stay the course in both bull and bear markets |
Barry Brownstein, Intellectual Takeout The relationship between the stock market and interest rates is not what many believe. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Anne Krueger, Project Syndicate Between a coronavirus pandemic and collapsing stock markets, the global economy may be in a worse situation than it was during the 2008 financial crisis, because America has all but slammed the door shut on international cooperation. And yet, without a multilateral response, the US will suffer as much as anyone. |
Dan McLaughlin, National Review This viral outbreak should make us reconsider the social trend toward megacities. |
Aron Szapiro, Morningstar Yes, really. A fiscal stimulus could significantly help Americans manage the current economic crisis. |
Rbf, Medium Since I published several days ago, COVD19 grips the world even more. Cases spiral upward, and fatalities accrue and gain momentum. Besides closure of all athletic events, schools, and theaters, the? |
Ben Carlson, A Wealth Of Common Sense There are psychological reasons investors are so quick to panic buy and sell during volatile markets. |
Jason Goepfert, SentimenTrader Bond volatility has been off the charts. |
Ben Hunt, Epsilon Theory The government should not be bailing out airlines. |
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