04/04/2020
Today Preston Caldwell & Karen Andersen, MStar Our outlook on how the U.S. will cope during and after the shutdown. |
Phillip Magness, AIER If you derive no other takeaway from the political response to the ongoing COVID-19 pandemic, let it be this: human behavior adapts in real-time to ever-changing expectations of the future. We make decisions based on imperfect bits and pieces of information available to us, and use them to mitigate the uncertainties that lie ahead. |
Harold Furchtgott-Roth & Kirk Arner, RCM |
Dalia Marin, Project Syndicate As the COVID-19 pandemic escalates, the advanced economies seem to be geared up for a manufacturing renaissance. But while this may reduce risks for large firms, it probably will not benefit very many advanced-economy workers, let alone the developing countries from which production is being shifted. |
Allison Schrager, City Journal Washington is rightly stepping in to help troubled companies during the pandemic, but taking equity ownership would be a step too far. |
Morgan Housel, Collaborative Fund You react to bad and good news in a predictable cycle. |
Bart van Ark & Erik Lundh, CNN Business If American businesses prepare for this long, grueling haul, they can emerge from the crisis stronger. |
Louis-Vincent Gave, Evergreen Gavekal Who will "win" the War on Covid-19? The US, Europe and China? |
David Sims, The Atlantic Who isn’t suspicious of other people, overtly worried about hygiene, and trigger-happy with a bottle of hand sanitizer? |
Preston Caldwell & Karen Andersen, Morningstar Our outlook on how the U.S. will cope during and after the shutdown. |
Chris Brightman, Research Affiliates All companies are getting walloped in the current market. Which stocks are the true bargains, likely to outperform when the market rebounds? Chris Brightman explains that the outlook for a company's prospects can be very different from the outlook for its stock's performance. |
Carrie Schwab-Pomerantz, Charles Schwab If retirement is on the horizon, should you get out of stocks in today's environment? Jumping in and out of stocks isn't a strategy, says Carrie Schwab-Pomerantz. Instead, look at the big picture. |
Richard Moody, Regions Bank |
Rob Arnott & Feifei Li, Research Affiliates Rob Arnott shares his perspective on the ongoing market. He suggests the time to buy is when investors are at "peak fear." In the weeks ahead, that point will come and bargains will make themselves self-evident to the disciplined investor. The window of opportunity will be short, but highly rewarding over the longer term. |
Brian Wesbury & Robert Stein, First Trust Advisors |
David Marcus, The Federalist I imagine there are some people who love New York City more than I do, but I do love it. I love it with fervor of the convert. A Philadelphian by birth, for 20 years I have now walked the storied steel canyons of the world’s current capital. There’s a reason the United Nations meets here, why artists and would-be stock barons alike come here. Now we are in the grip of the coronavirus, locked down. But our peril must not mean that the nation we represent must be destroyed. |
Jay Shambaugh, Brookings Institution The Hamilton Project seeks to advance America's promise of opportunity, prosperity, and growth. |
John Matze, RCM With the novel coronavirus pandemic sweeping our nation, governments, corporations, and private citizens are going to great lengths to try to contain its spread. Gatherings are being canceled or... |
Ben Casselman & Patricia Cohen, New York Times After the initial impact of shutdowns on a few industries, the coronavirus pandemic is leaving a much broader swath of unemployment. |
Rosa M. García & Livia Lam, The Hill The impact of the coronavirus is having rippling effects on the economy and on the workforce. Measures must be put in place to insulate workers from the current and future economic or health crises. |
Noah Williams, City Journal Federal expansion of jobless benefits is necessary but may impede recovery. |
Amanda Cantrell, Institutional Investor Not even a global pandemic. |
Howard Marks, Oaktree Capital Management We had the best of times and the worst of times - all in March. |
Phillip Magness, American Institute for Economic Research "Never let a crisis go to waste,” the old adage goes. Unfortunately, political activists and public officials from across the spectrum are now taking this advice to heart amid the ongoing coronavirus pandemic. While many policy responses to the current crisis are well-meaning, even if misguided, be vigilant of those who would cynically weaponize it to advance their pre-COVID ideological goals. We may see this latter tendency in a new proposal by Berkeley economists Emmanuel Saez and Gabriel Zucman, the data-massaging duo behind a flurry of misleading and false... |
Geoff Williams, U.S. News & World Report The coronavirus has put a lot of employees on edge. Look for these signs of layoffs in your company. |
Allison Schrager, Manhattan Institute |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Greg Mankiw, Greg Mankiw's Blog The current models have a major omission. |
Veronique de Rugy, National Review The CARES Act was praised for approving $350 billion to assist small businesses. |
Nick Maggiulli, Of Dollars & Data Quantifying just how crazy March 2020 was for the stock market and investors. |
Bob Seawright, Above the Market During a crisis like this it is easy to recognize that our lives are inherently uncertain. |
Ed Yardeni, Dr. Ed's Blog Masks for everyone. |
Macromon, Global Macro Monitor Stocks would have to fall another 40% to reach prior bear market valuation lows. |
Emiko Terazono, Ozy Globally, the markets are down, and the economy is floundering. What's in demand? Vitamin C. |
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