06/05/2020
Today Jerry Bowyer, Vident Financial In the midst of the current crisis we are having a national conversation about how to balance various risks and as of this point, in many states large gatherings such as sporting events, concerts and movies are restricted. |
David Andelman, MSNBC Protests and coronavirus: a second wave was coming before the George Floyd demonstrations |
Michael Fumento, Just the News 'The frustration and anger at the lockdowns and the perception that blacks are getting the worst of it' made the rioters a seething mass waiting to explode, says medical sociologist Robert Bartholomew. |
Market Minder, Fisher Investments Always remember markets move most on probabilities, not possibilities. |
Steven Malanga, City Journal The New Jersey governor threatens huge layoffs if Washington doesn't solve his budget woes. |
Richard Ebeling, AIER Old fallacies have a way of reappearing, especially, during times of social and economic crises. The current coronavirus crisis has opened the door to a variety of them, including the notion of a “paradox of thrift.” It is the idea that if people save more of their incomes by reducing their consumption expenditures, they will lower the market demand for final goods and services, thereby reducing earned profit margins, and thus eliminate the incentive for that greater savings to be borrowed for investment purposes, which will put a drag on employment opportunities. It is a... |
Nick Cunningham, OilPrice.com Financial markets haven't priced in what could be the greatest financial risk of all times: climate change |
Jeffrey Singer, Washington Examiner The coronavirus pandemic has highlighted that it is sometimes appropriate and legitimate for governors or other officials to control a public health emergency by restricting human activity. But government officials are people, and rational people respond to incentives. Incentives are affected by that which is seen and that which is not seen. |
Jeff Snider, RealClearMarkets In 1931, as the Great Depression tightened its grip on the world, Irish playwright George Bernard Shaw accompanied Lady Nancy Astor on a highly publicized trip to the Soviet Union. Their prospective... |
Peter Ganong & Pascal Noel & Joseph Vavra, Hill Instead of a flat payment, we propose a federal supplement on top of state unemployment benefits that would replace a fraction of each worker's wages. |
Chris Isidore, CNN Who would want to lose their job in the middle of the worst job market since the Great Depression? Believe or not, thousands of people would. |
Aaron Mak, Slate An insurance expert on how damaged businesses can recover. |
Liz Ann Sonders, Charles Schwab The dominant question we've been getting from investors is about the perceived disconnect between what's happening on Main Street and what's happening on Wall Street. |
Abigail Devereaux, AIER The novel coronavirus has done severe economic damage all over the globe. The Congressional Budget Office (CBO) stated on June 1, 2020 that it could take nearly a decade for the economy to grow back to levels forecasted this January. As economists, we want to understand just how much damage has been done to what people and sectors and how that damage was perpetrated. There’s usually more than one perp in a Depression. |
Ryan Detrick, LPL Financial Research Market Blog In many ways, what we've seen so far in 2020 has been both record-breaking and devastating. From the S&P 500 Index peak on February 19 to the bear market lows March 23, stocks lost ? |
Allison Schrager, Manhattan Institute The feds never normalized their balance sheet after the last financial crisis, and now after coronavirus, the fed's balance sheet is more than $7 trillion. |
Brad McMillan, Commonwealth Financial Network |
Jerry Bowyer, Vident Financial |
Brian Wesbury & Robert Stein, First Trust Advisors |
Eric Compton, Morningstar Nine of the top 10 conviction purchases are undervalued. |
Mark Hulbert, MarketWatch Many retirees see it as an alternative to stocks. |
Adam Tooze, The Guardian Add changes in technology, macroeconomics and geopolitics to the virus, and it becomes clear why we face a turbulent year, says academic Adam Tooze |
Scott Snyder, Knowledge@Wharton Significant uncertainty surrounds what the “new normal” could look like for firms beyond the COVID-19 crisis, particularly in terms of human capital. |
ELLEN BARRY, The New York Times Daniel Thorson went into a silent retreat in mid-March, meditating through 75 coronavirus news cycles, Boris Johnson's hospitalization, social distancing and sourdough starter. Now he's catching up. |
Vitaliy Katsenelson, Contrarian Edge Investors enjoy the unique luxury of choosing problems that let them maximize the use of not just their IQ but also their EQ — emotional intelligence. |
Zoe Schiffer, The Verge As tech companies like Facebook, Twitter, and Square go fully remote, employees have the option of working from anywhere, even after the coronavirus pandemic ends. Now, Google employees are pushing the company to do the same. |
Veronique de Rugy, Reason There are problems with the UBI idea. |
Rachel Hartman, U.S. News & World Report MANY PEOPLE DREAM OF AN early retirement at age 50, 40 or even younger. But those who leave behind the office at such a young age might not find retirement fulfilling. The amount in your savings or portfolio may not reflect how enjoyable you’ll find the coming years. |
Gene Marks, Hill The PPP is a success. So, what's the next, best thing Congress can do? Simply convert the loan program into a grant program. |
Karol Markowicz, New York Post New York City is still a full five days away from entering Phase 1. This will open up only some industries, like construction and manufacturing and retail on a pickup basis only. |
Matt Egan, CNN The stock market is not the economy. But rarely has the gap between Wall Street and Main Street felt so wide. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Branko Milanovic, Pro Market The Covid-19 crisis is unprecedented in its global scope and open-ended, uncontrollable progress. By their very nature, the models that economists often use to make predictions cannot take into account the unpredictable social and political shocks we might face. |
Scott Sumner, The Money Illusion Virus policy differences create animosity between countries. |
Brett Arends, MarketWatch Study finds the point where our money skills start falling faster than our confidence |
James Picerno, The Capital Spectator Fueling the market’s rebound is the view that the worst of the coronavirus recession has passed and the recovery is coming into view. Is this wishful thinking? Or is the crowd’s implied forecast valid? |
Ed Yardeni, Dr. Ed's Blog Will the economic recovery be shaped like a V, U, W, L, or Z? Cases can be made for all of these possibilities. There are other possible... |
Scott Grannis, Calafia Beach Pundit Economic fundamentals are definitely on the mend. It's no wonder stocks are rising nearly everywhere: the virus is burning out and lockdown... |
Joseph Calhoun, RealClearMarkets I often hear investors say they want to wait for clarity about some issue before investing. Of course, once clarity is achieved it is too late to profit from it and those investors will inevitably be... |
|
|
|
|
