03/09/2020
Today Rich Karlgaard, Forbes What I learned about COVID-19 while moderating panels at a technology investor conference: Expect a recession. If the recession runs more than a quarter, expect a massive stimulus package of quantitative easing and government spending that will reignite inflation in 2021 and beyond. |
Elisabeth Dellinger & Todd Bliman, Fisher What we learned in our review of hundreds of coronavirus articles. |
Paul Krugman, New York Times Check out our low, low interest rates. |
John Tamny, RCM Investment powers economic growth. Period. If this statement of the obvious triggers certain readers, it's probably best for the sensitive to stop reading now. For those not offended by the... |
Steven Malanga, City Journal Widespread quarantines and shutdowns of industries have human costs, too. |
George Friedman, New York Post The United States is at the beginning of a crisis that will increase over the next decade. The good news is we've been here before. The bad news is it will get worse before it gets better. |
Nigam Arora, MarketWatch Investors who "buy the dip" could get burned |
Maurie Backman, Motley Fool |
Sallie Krawcheck, The Hill Gender inequality transcends pay gap; the time women spend working in their homes exceeds their male counterparts, it's not valued and it's free. |
Shih-Hsien Chuang, RealClearMarkets It is something that probably doesn't occur to most people when they purchase an airline ticket: an assortment of hefty government fees and taxes are baked in the cost of flying these... |
Kathy Jones, Schwab Historically, there has been no better hedge against an equity market decline than long-term Treasury bonds. |
Richard Moody, Regions Bank |
Kay Hymowitz, Manhattan Institute |
Collin Martin, Charles Schwab Despite lower prices and higher relative yields, there's room for prices of high-yield bonds, preferred securities and bank loans to fall further. |
Carrie Schwab-Pomerantz, Charles Schwab Replacing 70-80 percent of annual income in retirement is a good starting point but general guidelines only go so far, says Carrie Schwab-Pomerantz. |
Steven Englander, Standard Chartered Bank |
Matthew Luzzetti, Deutsche Bank Group |
Lakshman Achuthan, CNN Our research shows that the US economy came into this epidemic in more resilient cyclical shape than the Fed -- and most economists -- realize. This rate cut could do more harm than good. |
Sharon Begley, Stat Experts see two scenarios: 2019-nCoV becomes like the four little-known coronaviruses already endemic in people, or it becomes like the seasonal flu. |
Maya MacGuineas, The Atlantic The biggest, best-known companies in the digital economy are getting their users hooked on their products—and undermining the pillars of America’s market economy. |
Meghan Bell, Passage I never saw exceptional “hard work” or “intelligence” among the members of the class I was born into. |
Sarah Newcomb, Morningstar Or, how I learned to stop worrying and love the ride. |
Lee Jackson, 24/7 Wall St. Old timers have seen this show before. |
Dani Rodrik, Project Syndicate Technological change does not follow its own direction, but rather is shaped by moral frames, incentives, and power. If we think more about how innovation can be directed to serve society, we can afford to worry less about how we should adjust to it. |
William Cohan, The Hive As the markets plummeted last week, some Chicago Mercantile traders made around $500 million by making contrarian bets on Powell’s rate-cut announcement. A coincidence? Possibly. |
Benjamin Sledge, Forge We have side hustles, the latest products, and an obsession with doing instead of being. But have we all been buying snake oil? |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Michael Harris, Price Action Lab The moves in crude oil and bonds last Friday were 4 and 6 sigman events respectively. |
Ben Carlson, A Wealth Of Common Sense How can investors navigate a world in which there is no yield? |
Macromon, Global Macro Monitor The Saudi-Russian Oil War is going to set the deflationistas hair on fire. What is wrong with the relative price of oil collapsing? A big flop in the price of a headline commodity almost always brings out a deflation panic. We have yet to see any sustained general deflation in our lifetime, however. Yes, the? |
Eric Boehm, Reason If it works at all (and it usually doesn't), a fiscal stimulus is meant to boost demand. The biggest potential economic problem from coronavirus has to do with supply. |
Editors, The Ladders The further you go back, the more fascinating the stories become, and the more insight into the unique histories of each place you'll find. |
John Cochrane, The Grumpy Economist We need to lend money, not just give it away. |
Mebane Faber, Mebane Faber Research Once you've made it, how do you keep it? |
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