10/03/2020
Today David Hay, Evergreen Gavekal There's a whole lotta speculatin' goin' on. |
Susan Dziubinski, Morningstar For those who can't sit still, here are a few ideas to pursue that won't derail your long-term plan. |
Mark Hulbert, MarketWatch It's probably not what you think |
Sophia Kalantzakos, Project Syndicate The tension between the geographic concentration of vital metallic elements and the increasing scramble to secure them will further unsettle geopolitics in the twenty-first century. Rich-country governments must now follow China's lead and build new avenues of trust and cooperation with developing countries |
Kay Hymowitz, City Journal Matthew Yglesias's provocative new book offers a controversial approach to our nation's future. |
Amanda Mull, The Atlantic The social and economic costs borne by young people without offices |
Emily Stewart, Vox Government stimulus assumed small businesses would recover once the economy started to reopen during the pandemic. That's not how things work. |
Paul Sullivan, NYT The reason has little to do with money. Family and community ties keep them from leaving their state. |
Dylan Taylor-Lehman, Narratively On America’s interstates, brazen bands of thieves steal 18-wheelers filled with computers, cell phones, even toilet paper. And select law enforcement teams are tasked with tracking them down. |
Ann Scott Tyson, CS Monitor Misperceptions lie behind some of Washington and Beijing's worst relations in 50 years. Yet many believe the two sides can bridge their differences. |
Noah Manskar, New York Post Inside the life and career of Nikola founder Trevor Milton. Learn about the sexual assault allegations against him â?" and how they've affected stocks. |
Thomas Hogan, American Institute for Economic Research Is fiscal assistance necessary or could the Fed enhance the recovery with monetary policy? |
Ryan Detrick, LPL Financial Research Market Blog "October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and Februa? |
Jeffrey Kleintop, Charles Schwab The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks. |
Brian Riedl, Manhattan Institute |
Carrie Schwab-Pomerantz, Charles Schwab Whether you purchase long-term care insurance or not, you need to have a long-term care plan, says Carrie Schwab-Pomerantz. Here's why. |
Allison Schrager, Manhattan Institute The Narrative "At a time when about half of American households over the age of 55 have no retirement savings and one out of five seniors are trying to live on less than $13,500 a year, our job is not to cut Social Security. Our job is to expand Social Security so that everyone in this country... |
Deirdre McCloskey, American Institute for Economic Research It seems America is always seen in decline but it wasn't true in 1990 and it probably isn't true today. |
Charles Marohn, CNN As America seeks to return to a growth economy after the recession, there will very likely be calls for aggressive investments in roads, bridges, and other transportation infrastructure as a way to quickly create jobs and spur economic growth. |
Otmar Issing, Project Syndicate The US Federal Reserve's long-awaited new monetary-policy strategy should probably not serve as a global benchmark. Other central banks should think long and hard before they consider emulating the Fed, for four technical and political reasons. |
John Rekenthaler, Morningstar How to invest when yields on high-quality bonds disappear? |
Neil Irwin, The New York Times At this rate, it will take 17 months for employment to return to full health. |
Claire Jones, FT Alphaville At a passing glance, it appears that on both sides of the Atlantic the labour market is, if not exactly thriving, doing far better than we might have expected. But that doesn't tell the whole story. |
Brett Arends, MW Avoid reacting emotionally to the day-to-day coverage |
Austan Goolsbee, The New York Times The exuberant rebound of large companies while their small competitors struggle will require more vigilant government antitrust action than ever before. |
John Rekenthaler, Morningstar What's more, the two are drifting even further apart. |
J. Bradford DeLong, Project Syndicate While most of the Global North has reached a state of cautious optimism after confronting COVID-19 head on, the United States continues to stand out for its persistently high rates of death and infection. This public-health failure, and the political dysfunction underpinning it, will remain a drag on economic performance. |
Ashley Nunes, FT Alphaville Biden’s plan may create jobs, but the climate impact of those jobs is questionable at best. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Morgan Housel, Collaborative Fund Why people keep making the same mistakes. |
Rusty Guinn, Epsilon Theory Airlines have convinced everyone that their layoffs are someone else's fault. |
Harold James, Project Syndicate Although it can be politically expedient to draw a thick line between capitalist decentralization and socialist central planning, the truth is that these two systems have converged on many occasions. Moreover, each was conceived for the same purpose, and elements of both could be realized in today's digital economy. |
Ruth Saldanha, Morningstar Nikola is not the first 'SPAC' to emerge in an explosion of 'strategic' IPOs in 2020. Here's what investors need to know. |
Larry White, Alt-M Can the post office offer a public option for simple banking services? |
Howard Gold, MarketWatch COVID-19 job losses, early withdrawals may decimate retirement finances |
Susan Dziubinski, Morningstar Here's a peek at the most undervalued constituents of the Morningstar Wide Moat Focus Index--as well as names that have been added and cut. |
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