08/11/2021
Today Rosemary Counter, Financial Post 'Did doors get slammed in my face? Absolutely. It's like baseball; you have to strike out a lot in order to score anything at all' |
Ken Fisher, RealClearMarkets Earnings, earnings, earnings! Often, that is all pundits dissect. How much profit did a company report? Did it meet Wall Street's expectations? Will firms' earnings soar or sag next year? Fine questions! But investors stuck in this myopia miss a far better gauge of future growth: gross operating profit margins. That they're rarely considered gives them power, particularly in late-stage bull markets—like now. Here is why "fat" margins offer you an edge—and how to deploy them now. |
Peter Earle, Am. Institute for Economic Research "Keith Gill and the WallStreetBets horde aren't going anywhere, and their crusade is not unique. They are preceded by many other campaigns, the earliest of which were Thomas Lawson's in early 20th century Boston." ~ Peter C. Earle |
Bryan Bashur, Hill Like all price controls, the Durbin amendment harms every party involved except for the party it is meant to benefit — in this case, multibillion dollar retail giants. |
Alessandra Malito, MarketWatch A beginner's list to planning retirement |
James Pethokoukis, The Week Measuring the impact of declining birth rates on the American economy |
Jeffrey Tucker, Brownstone The lockdowns are looking less like a gigantic error and more like the unfolding of a fanatical political ideology and policy experiment that attacks core postulates of civilization at their very root. It's time we take it seriously and combat it with the same fervor with which a free people resisted all the other evil ideologies that sought to strip humanity of dignity and replace freedom with the terrifying dreams of intellectuals and their government sock puppets. |
Diana Furchtgott-Roth, City Journal An executive order to mandate electric-vehicle sales presents economic and environmental problems. |
Hayes Brown, MSNBC We know what it will take to end fossil fuel use by 2050 — and who's standing in the way of fixing things. |
Editorial, Issues & Insights The IPCC has a habit of doctoring its own work in an effort to frighten and manipulate the public. |
Rep. Jodey Arrington, Examiner In recent weeks, the world has watched as the Cuban people have taken to the streets with a message not heard publicly in Cuba for more than six decades: chants of "Libertad." Across the island nation, thousands of brave Cubans joined protests, defiant in the face of a brutal dictatorship, as they… |
Spencer Bokat-Lindell, New York Times Why are Americans running out of affordable places to live? |
Brian Wesbury & Robert Stein, First Trust Advisors |
Jim Masturzo & Michele Mazzoleni, RALLC Recent conversations in the investment industry are dominated by predictions about the path of the inflation rate and its implications for capital markets. Rather than predicting what will happen to inflation in the future—a particularly arduous and humbling task—we ask a simple question: What can past inflation dynamics tell us about the equity market's future returns? We find it can tell us a lot. |
Connor Harris, Manhattan Institute Many cities with high housing costs have adopted "inclusionary zoning" (IZ) ordinances that either incentivize or force developers of large housing projects to rent a portion of the units for below-market rates. |
Rob Williams, Charles Schwab We break down which retirement accounts—IRAs or 401(k)s— may be right for you. |
Cooper Howard, Charles Schwab Given the economic environment and potential tax benefits, investors might consider lower-rated municipal bond issuers. |
Sen. Bill Hagerty, Washington Examiner Democrats' reckless $3.5 trillion tax-and-spend spree will be an unprecedented disaster for hardworking families. |
Andrew Prokop, Vox Democrats' massive spending plan, explained. |
Joel Bloom, The Hill A more resilient science infrastructure is critical for economic recovery and necessary for the next pandemic: public STEM universities are well-prepared to lead us there. |
Jonathan Ellen, City Journal Politicians and public-health officials are setting unrealistic goals for controlling Covid-19. |
Paul Krugman, New York Times It's not as bad as you thought. It's worse. |
Brian Tycangco, American Consequences Investing in tech may seem less safe than pirouetting through minefields, so here's the most secure way to profit in the Silicon Sector. |
Tami Luhby, CNN Companies big and small are raising wages to attract workers and hold onto employees as the economy revs back into gear. But those fatter paychecks aren't going as far, thanks to rising inflation. |
James Rogers, Law & Liberty James Rogers reviews Mike Savage's The Return of Inequality. |
Editorial, New York Post Democrats on Capitol Hill are proving their socialist stripes: They've reportedly considered raiding the "super-sized retirement savings accounts" of the wealthy to pay for their $3.5 trillio… |
Steve Benen, MSNBC For months, Republicans tried to draw a direct connection between the White House's economic agenda. As it turns out, that wasn't a good idea. |
Ron Lieber, New York Times Relief came late, then slowly, and renters have been subject to political brinkmanship. We can do better. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Steele Gordon, City Journal It was the party of the century—the nineteenth century. |
Robert Bradley Jr, Master Resource The fix was in early at the UN when it comes to climate change. |
Tyler Cowen, Marginal Revolution Real wages are falling, as predicted. |
Sam Ro, Axios 3.87 million workers quit their jobs in June, which is close to the record, set in April, of 3.99 million. |
Pascal, A European Tomorrow The EU has some of the most highly vaccinated places in the world. |
Ben Carlson, AWOCS The U.S. stock market is far from cheap at the moment.It's dare I say, expensive.This shouldn't be a surprise considering the S&P 500 is up 12 of the past 13 years (including this year) in |
Barry Ritholtz, The Big Picture Cash is everywhere. |
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