08/05/2021
Today Market Minder, Fisher A lesson from ten years ago. |
Chris Griswold, Hill An FFT has several benefits, including that it raises considerable revenue without discouraging the investment that our economy needs. |
Glenn Hunter, Texas Monthly What the luxury buyers flocking to Texas, and the real estate agents helping them, say about the supercharged real estate market. |
Samantha Allen, Forbes Moving across the country has always been a challenge, but with more Americans moving than ever before, is it possible to stay under (or even at) budget? |
Jamie Dimon, NYT Americans who were incarcerated or have a conviction on their record are largely locked out of the economy. This moral outrage must end. |
James Antle, Week The federal eviction moratorium is back, at least in a modified and limited form, after the White House took friendly fire from progressives for its initial failure to extend it and then waiting until the last minute to ask Congress to act instead. |
Jeffrey Tucker, Brownstone Institute We've entered into an area of post-truth governance. If they can take away your right to enforce rent collection from your own tenants — and this has been provisionally codified by the Supreme Court — while attempting to replace normal commercial contracts with billions in welfare spending, nothing is off the table. |
John Tamny, RCM When political panic over the coronavirus resulted in hideous, wholly superfluous lockdowns back in March of 2020, not everyone suffered. As is well-known now, #richmanscoronavirus afforded the well-to-do a chance to relax a little, spend more time with kids who were similarly sidelined, read and cook, and basically do all manner of things that weren't possible in the days before panic, and when work was conducted in offices. |
Daniel Pilla, National Review The progressive war on wealth spreads to trusts. |
Michael Hiltzik, LAT Republicans use 'socialism' to denigrate policies that help working Americans, regardless of their relationship to actual socialism. |
Bob Diamond & Larry Kantor, Worth The broad-based sharp rise in asset prices is likely to hit some speed bumps. |
Lakshman Achuthan & Anirvan Banerji, CNN Our analysis anticipates that the economy will keep decelerating in the coming months. |
Thomas Kirchner, Camelot Portfolios |
Allison Schrager, Economics21 Where does the salary power reside? |
Lawrence Gillum, LPL Financial Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed income markets. As pointed out in the LPL Research Market Blog on Monday, August 2, stocks have historically been relatively weak in August and September. This temporary increase in equity volatility is tough for equity investors, but can core fixed income investors glean anything from a traditionally volatile period for equity markets? Because of the seasonal patterns in the equity markets, changing investor risk sentiment in August could make core bonds more... |
David Kastner, Charles Schwab We recently downgraded our rating on the Energy sector. Here's why. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Jeff Erber, Grey Owl Capital Management |
Liz Ann Sonders & Kevin Gordon, CS As anticipated, corporate earnings are set for another stellar quarter; but with peak growth rates likely behind us, the road ahead gets choppier. |
Jim Tankersley & Jeanna Smialek, NYT Expiring unemployment benefits and the Delta variant add uncertainty to a recovery that has brought strong growth but an unusual labor market. |
Mike DiBiase, American Consequences Your credit score worries pale to the concern over corporate credit – and when companies default, the victims will be unsuspecting investors. |
Harry Holzer, Hill With the apparent creation of hundreds of thousands of new and well-paying jobs in the U.S., and with millions of workers already needing such training, our legislators need to make workforce training the top priority that it deserves to be. |
Brad Polumbo, The Examiner It takes a brave politician to take away welfare benefits from voters. But that's exactly what 26 governors, almost exclusively Republicans, have done. In their states, these governors prematurely ended the federal government's "temporary" pandemic supplement to unemployment benefits that was… |
Emily Stewart, Vox How worried you are about inflation largely depends on how you vote, a new poll shows. |
Jonathan Plante, AIER "Liberty is not measurable in dollars; it is priceless. As such, we should argue against any infringement on liberty—in this case public debt—for that reason." ~ Jonathan W. Plante |
Karol Markowicz, New York Post Hey, remember the children? We used to say things about them like, "They're the future," or "They should be exposed to culture," or even "They should definitely go to school." But the last 17 … |
Hayes Brown, MSNBC.com Conservatives don't want government vaccine mandates. So these moves should make them happy. |
John McGinnis, City Journal In Illinois, J. B. Pritzker is accelerating an already fast-moving decline. |
Zeeshan Aleem, MSNBC Republicans are using anti-BDS laws to punish a company for dissenting. Sounds like cancel culture run amok? |
Joseph Chamie, The Hill The world population is unlikely to collapse soon, and the imagined demographic outcome of some billionaires is by no means the greatest risk to the future of civilization. |
Peter Earle, AIER "Private space programs are commercial endeavors in the short term, philanthropy over the long term - on an epic scale. Expecting public magnanimity was probably foolish." ~ Peter C. Earle |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Kenneth Rogoff, PS The view that central-bank interest-rate policy can and should be the main driving force behind greater income equality is stupefyingly naive, no matter how often it is stated. Central banks can do more to address the inequality problem, but they cannot do everything. |
Jack Forehand, Validea The market is expensive, value stocks are cheap but when that will change is anyone's guess. |
Jamie Powell, FT Alphaville News, analysis and comment from the Financial Times, the worldʼs leading global business publication |
macromon, Global Macro Monitor #CKStrong What is the Fed thinking? Getting back to the pre-COVID unemployment rate of 3.5 percent after the rules of the game have changed is a pipedream, in our view. It's clear the labor s… |
Nathan Yau, FlowingData Our everyday routines changed over the past year, and with the 2020 American Time Use Survey, we can see by how much. |
Nick Maggiulli, Of Dollars And Data On my worst case scenario for markets and how to prepare for it. |
Yves Smith, Naked Capitalism Didi has a more commanding position than Uber in a fundamentally more attractive market, yet has been hemmorrhaging money. |
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