10/12/2020
Today Ken Fisher, RCM Straight ahead of us, just weeks, this young bull market gets a boost from almost entirely unexpected quarters: America’s election. Sound crazy? Before having me committed, let me explain. This year’s election spews angst aplenty. Even last year, alignments were steeling themselves for a chaotic campaign. Subsequent 2020 developments only magnified this. I won’t belabor you with them as they’ve been painfully shoved in your face all year long. |
Charles Gasparino, NYP Those who run Wall Street never let a serious crisis go to waste. |
Editorial, New York Times The nation needs another round of federal aid. President Trump and Congress need to rise to the moment. |
Editors, Issues & Insights A debate slip by vice presidential candidate Kamala Harris shows that Biden plans to raise taxes on all Americans. |
Bill Rice, Thinker I'm sure many Americans are growing tired of being labeled |
Ryan Cooper, The Week Official site of The Week Magazine, offering commentary and analysis of the day's breaking news and current events as well as arts, entertainment, people and gossip, and political cartoons. |
Andy Puzder, Fox The Great Barrington Declaration casts severe doubt on the heavy-handed lockdown approach Joe Biden and the Democrats have been advocating. |
John Tamny, Forbes Republicans should be for tax cuts just because. If so, the growth will take care of itself. Grow is what free people do. |
Sheena Meade & Jabari Paul, CNN This year has forced a long overdue examination of this country's excessive use of force against Black people that stretches back to the days of slavery. As social justice activists who work with underrepresented communities, we believe a critical step is recognizing that people with a criminal record are not disposable. |
Joakim Book, American Institute for Economic Research One of many flaws in today’s scientific and political discussion is the emphasis of money. Campaign donations in politics, funding declarations for scientists in academia, concern about from where an NGO receives its donations. It’s as if money rules the roost, that “money makes the world go ‘round.’” It doesn’t in politics, it doesn’t in career choices, and it doesn’t in academia. It’s widely believed that politicians and scientists are up for sale, that waving a stack of money before their incredulous eyes can... |
Philip van Doorn, MarketWatch The 12 largest U.S. banks are expected to post profits for the third quarter |
Kyle Smith, National Review So far, zero workers have gotten COVID. |
Richard Moody, Regions Bank |
Bill Campbell, DoubleLine Capital |
Bernard Sharfman, Oxford Law |
Solomon Teller, Green Harvest Asset Management |
Preston Caldwell, Morningstar We forecast a strong long-run U.S. recovery. |
Robert Wright, AIER Bankers did not wake up one morning all saying “we should make big, risky loans;” government regulators pushing an “everybody a homeowner” political agenda induced them, partly with a carrot and partly with a stick, to lend to every Tom, Dick, and Harriet who would sign their name to the dotted line. |
Brian J. O’Connor, The New York Times Low interest rates and paltry yields prompt money-market managers to waive fees and close funds. |
Mark Hulbert, MarketWatch Beating the market is tough, even for the best and brightest pros |
Dani Rodrik, Project Syndicate By promoting behavioral norms that balance market and society, "stakeholder capitalism" is supposed to enable private firms to fill the vacuum created by the decline of traditional forms of regulation by national governments. Ultimately, though, the only viable solution is to make business itself more democratic. |
Don Lee, Los Angeles Times President Trump's moves to restrict employment-based immigration will be probably costly in the long run especially California. |
Rick Maese, WaPo Accusations of doping and mistreating athletes have cast a dark cloud over Nike?s distance-running efforts, and executives who were major track boosters have stepped aside, stirring uncertainty throughout the track world about Nike?s future support. |
Michael Brush, MarketWatch Value investing is about to make a big comeback. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
David Merkel, The Aleph Blog We need the option of voting for none of the above. |
Jamie Powell, FT Alphaville If prices don't fluctuate.... |
Will Denyer, Evergreen Gavekal Keep calm and carry on. |
Campbell Harvey, Financial Analysts Journal Today’s high real price of gold suggests that gold is an expensive inflation hedge with a low prospective real return. The financialization of gold ownership by exchange-traded funds, however, may introduce a period of irrational exuberance. |
Barbara Stewart, Enterprising Investor Women are starting three quarters of new businesses during the pandemic. |
Christopher Rufo, City Journal California is using "public health" as a rationale to push progressive political goals. |
Fred Wilson, A VC Blog Retail will come back after the pandemic. But we will do it differently and more efficiently than we used to. |
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