02/11/2021
Today Dan Ferris, AC February 10, 2021 Big Business Shouldn’t Infringe on Anyone’s Rights By Dan Ferris Few things irk me more than politicians, government officials, or others in positions of power meddling in places where they shouldn’t meddle. They can’t infringe on my rights, your rights, or anyone else’s. Complaints of systemic racism and other forms of discrimination […] |
Vitaliy Katsenelson, ContrarianEdge I have a problem with both growth and value demagogues. Growth demagogues will argue that valuation is irrelevant for high-growth companies because the price you pay for growth doesn't matter. They usually say this after a very extended move in growth stocks, where these investors look like gods that walk on water. They call value investors "accountants." |
Diana Martinez, RealClearMarkets In his haste to undo all remnants of the Trump Administration, Joe Biden has recklessly frozen a vital amendment meticulously designed to help save small businesses, support minorities and aid the majority of American's investors. On his first day in office, President Biden ordered a regulatory freeze on the advancement of all new rules and amendments. It's a common move for incoming presidents looking to reverse the work of their predecessor, and a tactic that both President Trump and Obama used. But presidential administrations should reconsider how halting pending legislation harms... |
Louis Hyman, New York Times The most effective part of F.D.R.'s program wasn't its direct spending. It was his use of U.S. financial might to reignite business. |
John Tamny, RCM There's a new television show that's coming out or already out. The name of it escapes, but that's really not the point. The point is that it's about a pandemic. Notable about it is that it was produced before the coronavirus meltdown. The rapidly spreading virus in the drama is one that takes away the memory of those infected. Imagine that. Imagine one day no longer having any reference point to the past. In this television show people are said to wear masks, among many other precautionary measures taken with an eye on avoiding infection. Imagine if the television show described reflected... |
Anna Silman, New York America's wealthiest are discovering that the coronavirus vaccine is one of the few things money can't buy, though that's likely to change once vaccines are more widely distributed, particularly as more private clinics start getting access. |
Jonathan Russo, RCM Note to the economy: How soon you can recover is the subject du jour. This morning's news, like every morning's offerings, brings some answers and more questions. The positive recent news: Pfizer is ramping up production big time. CVS and Walgreens are going to start giving vaccine shots too. Government policy and funding combine with capitalism go to work on the rescue. However, the questions are piling up. Dr. Fauci weighed in on mask wearing and let us know we should not plan on them coming off for a long time…until we reach the Holy Grail of herd immunity. The day that some 70-80%... |
Steve Grove, CNN The health, economic and political crises the United States faces are unparalleled. The information ecosystem is broken. And surveys show trust in government is at an all-time low, having continued to drop even since last fall's election, according to the 2021 Edelman Trust Barometer. |
Market Minder, FI Any talk about commodity prices beyond 2021 is sheer speculation. |
Christopher Baecker, RealClearMarkets My family moved from the northeast side of San Antonio to the west in 2008. Given the precarious nature of the housing market at the time, we decided to rent the old house rather than sell it. When reviewing a list of prospective tenants, our real estate agent, a friend and former roommate of mine, asked us what we thought about section eight. "It's a pretty steady income," he said. I didn't want to get involved with Uncle Sam any more than I had to, so we declined. |
Thomas Hazlett, Reason He wove physics and poetry into policy. |
Jesse Rothstein & Heidi Shierholz, Hill The rise in inequality over the last decades has been a choice. |
Carrie Schwab-Pomerantz, CS Take a lump sum or lifetime income from my pension? The best choice for you depends on your individual circumstances. |
Brad McMillan, Commonwealth Financial Network |
Brian Wesbury, First Trust Advisors |
Hayden Adams, Charles Schwab Understand tax rules to keep more of your gains. |
Cooper Howard, Charles Schwab Many municipalities are under stress, but that's not necessarily a reason to avoid municipal bonds. |
Rob Williams, Charles Schwab Measuring progress toward your retirement goals isn't easy, so we created some milestones you can use to see how your savings stack up. |
Troy Bombardia, Fundamental Capital Last week's market volatility was followed by a sharp reversal higher. While various speculative concerns remain (record valuations, frothy sentiment etc), the stock market's uptrend remains intact for now. |
Austin Carr, BusinessWeek Trade war? Pfft. Trump? Please. Antitrust? Zuck's prob. (Ditto privacy.) Revenue? Endless. |
Daniel Sotiroff, Morningstar The approach can struggle when the market changes direction or market volatility spikes. |
Shoshana Wodinsky, Gizmodo Amazon has been making a mint this past year. That's resulted in multi-billion dollar pay days for Jeff Bezos, and millions of the company's iconic cardboard boxes being left on doorsteps, and in lobbies and mailboxes every day. And that's a huge issue. |
Shannon Liao, CNN Over the course of his career Tim Sweeney has been unafraid to take on tech industry giants. |
Jim O'Neill, Project Syndicate It may be too soon to draw firm conclusions about which pandemic-induced changes are likely to prove long-lasting. But some of the most significant could include enhanced vaccine development, increased government spending, accelerated digitalization, and the continued rise of China. |
Ullrich Fichtner, Der Spiegel Despite its long list of crises in recent years - including the most recent vaccine snafu - the European Union has become a global pacesetter. Its laws and regulations have established global norms. This has made the bloc a 21st century model. |
Charles Riley, CNN The list of carmakers that might partner with Apple is shrinking. |
Maureen Tkacik, The New York Times The Amazon founder prepares to step back just as Washington turns up the heat on the mega-retailer and cloud company. |
Sandy Szwarc, AIER "It's undeniably evident that the CARES Act was focused on the progressive tenet of redistribution of wealth and growing the numbers of Americans dependent upon the government. Money is taken from working taxpayers, given to those who aren't, expanding social programs and the size and power of government entities, while lining the pockets of special interests." |
Joel Kotkin & Karla Lopez Del Rio, CJ How the inland part of the state is reviving itself. |
Kevin Klowden, The Hill Despite the urgent need for more stimulus, the pandemic has demonstrated that we must also repair widening cracks in the foundations of our economy. |
Sebastian Gorka, American Consequences February 9, 2021 By Sebastian Gorka, PhD Donald Trump has of course left the White House, although you wouldn’t know it by the fact that he’s still so prominently reported on in the news… seemingly more than current President Joe Biden. Trump has even already opened his official business address, The Office of the Former […] |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Climateer, Climateer Investing A very clear-eyed analysis by Deutsche Bank's automotive, climate policy, energy, transportation and German manufacturing analyst, Eric Heymann. |
James Picerno, Capital Spectator The Treasury market's implied inflation forecast continues to rise, but the source of this reflationary trend is born of a growing divergence between nominal and real (inflation-adjusted) Treasury yields. |
Ben Thompson, Stratechery Why mastering memes is so powerful. |
Dylan Matthews, Vox The debt limit nearly caused a financial crisis in 2011, and it could do the same under President Biden. |
Diane Coyle, Project Syndicate Human economic activity makes extensive use of the ecosystem services nature provides, but these barely feature in measurements of GDP. It is vital to restore nature to economic analysis and policy before the damage to the natural world â?" and thus to everybody's standard of living â?" becomes irreparable. |
Keith Reid-Cleveland, Morningstar Last year was meant to be the dawn of autonomous vehicles, so where are they? |
David Simon, RCM Commentators frequently assert that First Amendment rights of speech, religion, press, assembly, and to petition the government are Americans' most important rights. One of the arguments offered in support of this position is that the Framers of the Constitution placed these rights first in the Bill of Rights. In her January 28, 2021 Wall Street Journal op-ed "Joe Biden's Choice on Religious Freedom," Mary Vought wrote: "The Framers made religion the first freedom in the Bill of Rights for a reason." On February 9, 2021, former President Trump's lawyer Bruce Castor made the same argument... |
|
|
|
|
