06/19/2021
Today Kim Iskyan, American Consequences What's in the box? From personal moves to Chinese imports, here's the not-so-sexy but completely vital world of shipping containers. |
Christian Josi, Issues & Insights So far this has been a solid year for books of all genres. |
John Tamny, Freedom Hub It didn't take long after last year's start of the Covid panic for plenty of doctors, scientists, and other experts to call off the crisis. Before Tech engag... |
Neil Irwin, New York Times Despite the current confusion, his outlook, based on hard lessons from the 2010s, is essentially optimistic. |
Jeffrey Tucker, RCM Here is a keeper quotation for the ages, courtesy of Fed Chairman Jerome Powell. The other day, he told Bloomberg, in a rare moment of candor, "It turns out it's a heck of a lot easier to create demand than it is to, you know, to bring supply back up to snuff." You don't say! So you cannot just compensate for a year-long lockdown policy by easing money, covering debts piled up by Congress, and pulling every lever on the central bank dashboard to make up for government policies that actively shut down whole swaths of economic life for a year? |
Aaron Mak, Slate El Salvador's president says the village of El Zonte shows Bitcoin as legal tender can work. The truth is more complicated. |
Gene Marks, The Hill While Washington and the media wring their hands over inflation, my small business clients aren't waiting for things to change. |
Matt Egan, CNN Wall Street is wasting no time getting its employees back into the office — whether they want to be there or not. |
Isabelle Morales, Washington Examiner The policies being pushed by President Joe Biden and congressional Democrats are hurting the economy. |
Hayes Brown, MSNBC.com Addressing climate change, expanding health care access, and more are all on the line. |
Patrick Brown, RealClearPolicy This year has seen no shortage of plans to give families a financial boost, and the proposals have come from all sides of the political spectrum. The Biden administration's American Rescue Plan |
Kara Cuzzone, Forbes Prime Day 2021 is just days away. Here's what you need to know to get the most out of the sale. |
Liz Ann Sonders, Charles Schwab The Fed kept rates unchanged, but updated median projections from the FOMC show two rate hikes likely by the end of 2023. |
Derek Bergen, Applied Finance While Applied Finance has long advocated for investors to consider the strategic advantages from incorporating a valuation-based discipline in portfolio construction and stock selection, this study provides compelling evidence that even passive allocations benefit when index weights are formed on intrinsic value characteristics instead of using market cap as a proxy. |
Richard Moody, Regions Bank |
Brad McMillan, Commonwealth Financial With inflation a concern, what should we expect from the Fed? Commonwealth CIO Brad McMillan says despite the headlines, the Fed will likely sit tight. |
Richard Moody, Regions Bank |
Kathy Jones, Charles Schwab We see the recent plateau in yields as a pause before the next wave higher. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Jeff Sommer, New York Times While major oil companies have been losing public battles over climate change, energy stocks and oil prices are soaring. |
David Messler, OilPrice.com The level of capital investment in oil exploration and production in the last few years has been far too low, and now it is likely too late to avoid a supply crisis |
Saikat Chatterjee, Reuters A hawkish shift from the Federal Reserve has woken up a slumbering dollar, sending the U.S. currency to its highest level in months and stoking expectations that an unwind of bearish positions could fuel more gains. |
John Rekenthaler, Morningstar Expect 7.5%. |
James Picerno, Capital Spectator Wednesday's policy meeting was supposed to be a non-event. |
Eric Posner, Project Syndicate A growing debate over the scope and purpose of US antitrust law has pitted traditional technocrats against an ascendant movement that is demanding stronger legislation and more aggressive enforcement. At stake are not just questions of pricing or output, but the proper functioning of American democracy. |
Justina Lee, BusinessWeek Automated protocols running on the internet are paying traders to provide liquidity for unregulated, decentralized markets. |
Alexander W. Salter, AIER We know all too well that when it comes to bureaucratic mission creep, it's incredibly difficult to put the genie back in the bottle. |
Jeffrey D. Sachs, Project Syndicate The group's recent summit in Cornwall should be its last. Political leaders need to stop devoting their energy to an exercise that is unrepresentative of today's global economy and results in a near-complete disconnect between stated aims and the means adopted to achieve them. |
Eric Boehm, Reason And as many as 75 percent of middle income households face a tax increase under Biden's plan, even though the highest-earning households will pay the vast majority of the costs. |
Jack Nicas, New York Times Doug Guthrie, once one of America's leading China bulls, rang the alarm on doing business there. He spoke about his time at Apple. |
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 Picerno, The Capital Spectator Federal Reserve Chairman Jerome Powell admitted in yesterday's press conference that if inflation runs hotter for longer than it expects, the central bank would react accordingly by adopting a more hawkish stance. But for now, that scenario remains a low-probability scenario, he says. |
Jamie Catherwood, Future Instead of trying to eradicate speculative manias, we should channel investors' innate affinity for speculation into productive ventures. |
Ben Carlson, A Wealth Of Common Sense There are tons of books about how to prepare for a market crash. But few to help you navigate a long bull market. |
Anthony Gill, AIER Summer is here and with Covid-based restrictions on fun finally receding (we hope), a return to normalcy promises the ubiquitous picnics, softball games, and sidewalk lemonade stands run by kids on their vacation away from school. But wait a minute! Not all those Great American activities may be legal. |
Morgan Housel, Collaborative Fund Everyone's human, everyone's flawed, nobody knows everything. |
Veronique de Rugy, Reason It will be no better for taxpayers than oil cartels are for consumers. |
Laura Lallos, Morningstar The former congressman remains an outspoken advocate. |
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