04/27/2020
Today Rich Karlgaard, Forbes COVID-19?s damage has been awful. But from a public policy perspective, it should be judged by the number of living days it has robbed from human beings, not by raw deaths tallied up without the context of demographics. |
Ben Casselman, New York Times The heated debate over when to restart the economy has obscured an issue that could prove just as thorny: How to do it. |
Brad Polumbo, Washington Examiner It's not exactly surprisingly that Congress's $2.2 trillion coronavirus relief bill, rushed through to "do something!", is causing the exact problems critics said it would. A few Republicans such as Sens. Ben Sasse, Tim Scott, and Lindsey Graham predicted that the CARES Act's sharp raise in unemployment benefits, to the tune of an additional $600 a week, would create serious disincentives discouraging those workers sidelined from returning. Now that's happening. |
John Tamny, RCM Americans have a funny approach to vacation. It's well known they're not very good at it. Even not working, they're rarely not working. While Europeans are known to take all of... |
Steve Cuozzo, New York Post New Yorkers are grumpy and scared. But we're doing it to an astounding extent â?" and infections, hospitalizations and deaths are significantly down. |
Satyajit Das, MarketWatch Financial fallout from the health crisis will widen the gap dividing rich and poor |
Andrew Wilford, RealClearMarkets Even before the outbreak of the novel coronavirus, telework was growing, with nearly 15 percent of Americans primarily working remotely. The pandemic has put an exclamation point on this... |
Henrik Rasmussen, Acton Institute On June 18, 1940, British Prime Minister Winston Churchill steeled his people for the Battle of Britain with a stirring speech in the House of Commons that concluded: "Let us therefore brace oursel? |
Veronique de Rugy, American Institute for Economic Research Senator Marco Rubio is out with yet another call for industrial policy. His recent piece in the New York Times is called “We Need a More Resilient American Economy.” The piece is vague and full of debunked clichés, which would be too long even to list in this column. That said, there are a few points worth making here. |
Salena Zito, Washington Examiner OHIOPYLE, Pennsylvania â?" Like most places in the United States, this tiny patch of a town is struggling to stay afloat. Like most places, people are trying to help other people out. And like most places, those who live and work here wonder whether their community will ever be the same. |
Matthew Luzzetti, Deutsche Bank Group |
Liz Ann Sonders, Charles Schwab Stocks and earnings don't always move in tandem; with stocks typically leading earnings ? but is the market's rally too much, too soon? |
Richard Moody, Regions Bank |
Collin Martin, Charles Schwab With the corporate default rate rising, investors may be wondering what they should do if their corporate bond issuer goes bankrupt. |
Binky Chadha, Deutsche Bank Group |
Jeffrey Buchbinder, LPL Financial |
Richard Moody, Regions Bank |
Julie Segal, Institutional Investor Value and small cap normally standouts during recoveries are dismal. |
Amina Mohamed, Project Syndicate Africa has learned the hard way that international cooperation is key to saving lives and extinguishing epidemics. But the mixed global response to the current COVID-19 pandemic, with many countries closing their borders and restricting exports of vital goods, suggests that the world is forgetting this lesson. |
Nicholas Frankovich, National Review As supply chains are reconstituted and some production re-domesticated, look for inflation, possibly in double digits. |
Nawaf Obaid, CNN Business The industry has been hit by a perfect storm of historically depressed energy demand due to coronavirus containment efforts and the unwillingness of main oil producing countries to agree to the production cuts necessary to lift prices. |
Mario Loyola, The Atlantic Free market conservatives are suddenly high on big government. |
John Rekenthaler, Morningstar The investment hope is to sell them to greater fools. |
Barry Ritholtz, Yahoo Finance You are not Jim Simons. Or Bill Ackman. Or Howard Marks. Or Warren Buffett. Get over it. |
George Friedman, MarketWatch Russia's economy and power is highly dependent on oil and energy prices |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Scott Sumner, The Money Illusion It’s been all downhill since 2001. |
Scott Grannis, Calafia Beach Pundit Chart #1 Chart #1 shows what I estimate the total loss of private sector jobs has been since most of the country went into lockdown... |
Jason Goepfert, SentimenTrader Surveys show continued skepticism. |
Alex Tabarrok, Marginal Revolution The US is a welfare/warfare state and no longer an innovation state. |
Jason Del Rey, Vox A report on Amazon from the Wall Street Journal appears to contradict statements made under oath by a top company lawyer during a congressional antitrust hearing. |
John Cassidy, The New Yorker As the economic and human toll of the pandemic mounts, the issue of fairness looms ever larger. Who should and shouldn’t get bailed out? |
Caroline Baum, MarketWatch An America that isolates itself from the world would be a poorer America |
|
|
|
|
