08/17/2020
Today Charles Gasparino, NYP The conventional Wall Street C-suite wisdom is that Joe Biden and Kamala Harris will be moving to the White House next year. |
Market Minder, Fisher Investments Company insiders selling their holdings as stocks near breakeven doesn't mean you should, too. |
Christy Bieber, Motley Fool Most people know they need to save around 10% to 15% of their incomethroughout their working life to have enough money to retire. But simply putting this money into a 401(k) or IRA isn't going to cut it – you need to make sure you're doing the right things with your retirement contributions. And for most people, that means investing some of the money in the stock market. Investing part of your retirement money in equities doesn't have to be hard. And if you make smart choices about what you invest in, your contributed funds will work for you over time to help your nest egg... |
Zachary Karabell, Foreign Policy Applying 20th-century analogies to the U.S.-Chinese relationship is a misuse of historyâ?"and shows a misunderstanding of the present. |
Jeffrey Tucker, AIER The lockdown upheaval has affected every aspect of life, including intellectual life. People we have never heard of have become some of the most passionate and informative voices against government measures. I’m glad to meet them and interested in seeing how they grow through this to become influential voices. |
Ruchir Sharma, New York Times During the pandemic, digital three-dimensional environments are where much of life is taking place. |
David Simon, RCM Former Federal Reserve Board Vice Chairman and Princeton University economist Alan Blinder recently wrote the following in the Wall Street Journal: “cumulative CO2 emissions heat up the atmosphere, causing climate changes of all sorts—most of them bad. Because this huge negative externality has been allowed to run rampant, we are gradually making the Earth an inhospitable place for humans.” Increasing CO2 emissions have been “making the Earth an inhospitable place for humans?” Really? |
John Tamny, Forbes A focus on deficits versus surplus is a waste of time. The only number that matters is how much government spends. That's the ultimate tax on present and future productivity. |
Josh Barro, New York Magazine Retail sales rose 1.2 percent from June, according to the Census Bureau, but the nature of consumer spending on goods is still far from normal, and without another stimulus, household spending could fall off again. |
Harold Furchtgott-Roth & Kirk Arner, RealClearMarkets You’d think we’re living in a dystopian novel: news sites are blocked, politicians are prevented from reaching constituents, speech is arbitrarily labeled as “false,” and history is “forgotten.” But this isn’t Orwell’s Airstrip One in 1984. It’s America in 2020. You don’t need to be a conspiracy theorist to see this in action. In late July, Breitbart and other websites that support the Trump administration mysteriously disappeared from Google's search results, leading some to believe... |
Christopher Murray, Hill If the U.S. wants to maintain its number-one GDP ranking, it must restore historical migration policies. |
Andrew Wilford, RealClearMarkets Early on in the pandemic, I wrote a policy brief for the National Taxpayers Union Foundation warning of the danger of tax hikes and otherwise inadvisable tax policies coming out of revenue-starved state houses during a recession. As with most predictions that one hopes will prove unfounded, this one is of course coming true. Also unsurprising is that it is California leading the bad-policy charge (not that the state has ever needed a recession to pass ill-advised proposals). Members of the state legislature have proposed combating budget pressures by boosting its already-high 13.3... |
Richard Moody, Regions Bank |
Jerry Bowyer, Vident Financial |
Beth Akers, Manhattan Institute |
Rob Williams, Charles Schwab Avoiding simple mistakes can extend the life of your portfolio. |
Richard Moody, Regions Bank |
Carrie Schwab-Pomerantz, Charles Schwab During periods of market volatility, we need strategic asset allocation and diversification more than ever. Find out more from Carrie Schwab-Pomerantz. |
Cooper Howard, Charles Schwab Taxable municipal bonds can offer higher yields without excessive additional credit risk. |
Allison Schrager, City Journal The Golden State should repeal its anti-freelancer law. |
Clare Duffy, CNN Business When former IBM cloud leader Arvind Krishna took over the company's top job earlier this year, the move sent a clear signal about where the company sees its future. |
John Rekenthaler, Morningstar The two assets have responded very differently to the coronavirus crisis. |
James Picerno, The Capital Spectator There’s an old Wall Street proverb that warns that the market can remain irrational for longer than you can stay solvent. The wisdom, or at least the empirical reality of that idea, has been put to the test in recent years on at least three fronts in the equity market via the persistent outperformance of growth stocks over value, large caps over small caps and US over foreign. |
Jules Hull, Medium How technology and a dose of skepticism can provide protection. |
Lisa Borst, The Nation The user always loses. |
Gideon Yago, Vanity Fair Former MTV News correspondent Gideon Yago says the Viacom mogul’s obits omit that he built an empire out of cheap labor and unprotected I.P. |
Mark Hulbert, MarketWatch An often-overlooked inflation hedge |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
James Altucher, LinkedIn Midtown should be called ghost town. |
Tyler Cowen, Marginal Revolution Why did it take so long to hear about T-Cell immunity? |
John Cochrane, The Grumpy Economist Cheap, frequent COVID tests could be akin to vaccine. |
Ronald Bailey, Reason.com If so, that could be really good news for the rest of the world. |
Sean Illing, Vox The Roman republic destroyed itself. Are we on a similar path? |
Jeff Dicks, Evergreen Gavekal In this edition of Evergreen Chartbook, we'll explore the economic recovery we have seen since the US officially entered a recession in Q2 of 2020. We will also delve into the impressive and broad-based rally within financial assets, as well as our current outlook for financial markets. |
Howard Lindzon, Howard Lindzon Can you still own bonds? |
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