03/16/2020
Today Jeffrey Tucker, American Institute for Econ. Research |
Josh Barro, New York Magazine The coronavirus endgame depends on a series of unknowns. We keep getting more data, but we still don't know how inherently infectious or deadly the COVID-19 virus is. We don't know how well we will respond to risks of infection and death. |
Heather Mac Donald, New Criterion Compared to what? That should be the question that every fear-mongering news story on the coronavirus has to start with. So far, the United States has seen forty-one deaths from the infection. Twenty-two of those deaths occurred in one poorly run nursing home outside of Seattle, the Life Care Center. Another nine deaths occurred in the rest of Washington state, leaving ten deaths (four in California, two in Florida, and one in each of Georgia, Kansas, New Jersey, and South Dakota) spread throughout the rest of the approximately 329 million residents of the United States. This represents... |
Market Minder, Fisher Investments Resist the temptation to read into the big ups and downs. |
Russ Wiles, Arizona Republic Many people seem to invest rationally, until the going gets tough. Then we often throw our reasoning out the window while making a mad dash for the exits. It shouldn't be like that. Here are some common-sense reminders that are worth heeding during volatile stretches in the stock market like now, with coronavirus anxiety seemingly everywhere. |
Aaron Brown, RCM One political leader in the world has delivered an honest speech about a rational policy to respond to the novel coronavirus. Boris Johnson's approach may prove to be wrong, but it's the... |
Christoph Gisiger, themarket Rafael Resendes, Co-founder of Applied Finance, shares his view on the stock market crash. He warns of panic selling and explains why Facebook, McKesson and Aptiv are attractive value plays. |
Steven Rattner, New York Times The coronavirus is pushing down growth and risking recession. |
John Tamny, RCM It was sometime in 2004 that Cato Institute senior fellow Tom Palmer returned from a visit to Iraq. He was speaking at a Cato donor retreat, and as readers can likely remember, the U.S.'s... |
Neil Baron, The Hill Trump's mishandling of the coronavirus has shattered his favorite argument for getting reelected: the strong economy and buoyant stock market. |
Jonathon Trugman, New York Post The US is now in the throes of the novel coronavirus scare, and panic has ensued. |
Dave Zirin, The Nation It's unconscionable that half the teams are still dragging their feet. |
Steven Englander, Standard Chartered Bank |
Matthew Luzzetti, Deutsche Bank Group |
Brad McMillan, Commonwealth Financial Network |
Allison Schrager, City Journal As investors flock to bonds to avoid risk, pension plans face shrinking returns. |
William Poole, Merk Investments |
Francesca Ortegren, Clever |
Christine Idzelis, Institutional Investor Jeremy Grantham's army is "excited about equity." |
Neil Irwin, The New York Times A sinking feeling reminiscent of the global financial crisis, when all kinds of obscure markets went haywire. |
John Rekenthaler, Morningstar Going where no Treasury notes have gone before. |
Matthew Yglesias, Vox All unhappy economies are unhappy in their own way. That doesn't change the solution. |
Dennis Kelleher, MarketWatch Medical needs come first, followed by money to support people who've lost their jobs |
Andrew Hirschfeld, Ozy Amazon, JPMorgan, Berkshire Hathaway, Walmart and others are promising an affordable health care option that's a third alternative to what Democratic moderates and progressives are offering. |
Morgan Housel, Collaborative Fund You can't blame your week ago self for not knowing how things would change. |
Brahma Chellaney, Project Syndicate The COVID-19 pandemic should be a wake-up call for a world that has accepted China's lengthening shadow over global supply chains for far too long. Only by reducing China's global economic influence â?" beginning in the pharmaceutical sector â?" can the world be kept safe from the country's political pathologies. |
Steven Greenhut, Reason.com No one will ever head to Walmart for a kidney transplant, but retail companies and profit-based clinics certainly can offer high-quality, lower-level servicesâ?"and impose market discipline in a sector that sorely needs it. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Macromon, Global Macro Monitor President Trump shouldn't be taking any victory laps for Friday's rally. |
Jon Evans, TechCrunch We are handling the first real global crisis since the Cold War with staggering incompetence. People are already dying en masse. We all need to stay home and stay away from one another. |
Bill McBride, Calculated Risk Business is coming to an all stop. |
Victor Davis Hanson, National Review Millions of Americans must go to work as usual, to help those of us who stay home during the pandemic. |
Susan Dziubinski, Morningstar These exceptional businesses are on sale. |
Jeff Desjardins, Visual Capitalist There are a few stocks that were actually up last week. |
Macromon, Global Macro Monitor No bottom in stocks or the economy until the test kits are ubiquitous. We believe markets want an aggressive plan and action to treat the disease rather than focusing on the symptoms. Then markets will take care of themselves and find their appropriate levels. |
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