05/11/2020
Today Lawrence Reed, Foundation for Economic Education What’s your favorite candy bar? |
Julia Horowitz, CNN So far, most investors have viewed the easing of lockdown measures as a big positive for markets. |
Tomi Kilgore, MarketWatch S&P 500 valuations rise to 18-year highs as earnings fall at fastest pace since the 2008 financial crisis |
Market Minder, Fisher Investments Weakening economic expectations lowers the bar for reality to clear. |
Angela Glover Blackwell & Darrick Hamilton, New York Times Congress should enact a federal jobs guarantee. |
John Tamny, RCM They would stop you at job creation. Who would? Venture capitalists and other capital allocators if, when presenting your new business idea, you led with how many jobs the venture would create. No... |
Eric Levitz, New York As America's unemployment rate hits its highest level since the Great Depression, president Trump says the White House is in "no rush" to pass an additional coronavirus stimulus bill. |
Matthew Continetti, NR Here comes the 'dumb reopening' |
Jeffrey Tucker, AIER World War II had ended four years earlier and the U.S. was trying to return to peace and prosperity. Price controls and rationing were ended. Trade was opening. People were returning to normal life. The economy started humming again. Optimism for the future was growing. Harry Truman became the symbol of a new normacy. From Depression and war, society was on the mend. |
Paula Froelich, New York Post This month there has been a distinct dissonance in the national atmosphere â?" even more so than usual, which is saying something. It went from resigned despair to collective rage and protests. Protests which, for the most part, are not unreasonable. |
Maria Cardona, The Hill Biden should consistently argue that he is the most competent and best prepared candidate to take on the country's economic challenges. |
Liz Ann Sonders, Charles Schwab Both the bear market and subsequent rally have occurred at warp speed; yet the economic recovery may be disappointing to what the market's now "priced in." |
Ryan Detrick, LPL Financial Research Economic Blog Economists had braced market participants for massive job losses in today's employment report, but that does not make the numbers any less eye-popping. |
Richard Moody, Regions Bank |
Daniel Kern & Renee Kwok, TFC Financial |
Carrie Schwab-Pomerantz, Charles Schwab If you're more anxious about money these days, let your kids know why. This week's Ask Carrie talks about how to start the conversation. |
Brian Riedl, Manhattan Institute In 2020, the federal government is projected to spend $49,000 per householdâ?"by far the largest total ever, in nominal terms. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Celestin Monga, Project Syndicate The COVID-19 pandemic has brought economies around the world to an abrupt halt and highlighted the fragility of existing global value chains. But demolishing these key drivers of international trade and investment would only make a bad situation worse. |
Megan Molteni, Wired Two leading candidates are headed for mass clinical trials, and everything’s on the table—including deliberately infecting healthy vaccine volunteers. |
Koichi Hamada, Project Syndicate Almost immediately after the COVID-19 outbreak began in the US, the Federal Reserve began pumping dollars into the economy. As the aftermath of the 2008 global financial crisis showed, this will leave many central banks with little choice but to pursue their own monetary expansion. |
Adam Clark Estes, Vox The meat supply chain is breaking down, but that's only part of the story. |
Morgan Housel, Collaborative Fund A few things revealed in recent months. |
Leanna Orr, Institutional Investor Another young and successful ex-private equity investor turns against the machine. |
Christopher Ketcham, The New Republic A new generation of super-fast wireless internet is coming soon. But no one can say for sure if it's safe. |
Jon C. Ogg, 24/7 Wall St. Here are 20 bold companies that have defied the odds by raising their dividends, after already knowing they were facing a very deep recession. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Rekenthaler, Morningstar What's more, the two are drifting even further apart. |
Gautam Dhingra, Enterprising Investor Is it time to start selling growth stocks and buying value stocks? |
Ramesh Ponnuru, National Review A lot of people find it remarkable that the stock market has done well over the last seven weeks while the economy has been bleeding out. |
Tyler Hay, Evergreen Gavekal An interview with Louis Gave. |
Rani Molla, Re/code New labor economy data paints a fuller â?" and bleaker â?" picture of the economy. |
Amy Whyte, Institutional Investor A new study documents performance persistence among top-performing separate accounts with high levels of active share. |
Jonathan Clements, HumbleDollar Today’s pandemic won’t lead to nuclear war (except perhaps in the Oliver Stone movie version). But many folks seem to fear the economic equivalent: that we’ll suffer a downward GDP death spiral that sends us back to the Stone Age. |
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