04/29/2020
Today Jackie Victor, The New York Times The Paycheck Protection Program may not be enough to save my bakery. |
Jeffrey Tucker, American Institute for Economic Research We have heretofore lived our lives with the presumption that we possess the inalienable right to choose. We are self-governors, the main masters of our domains. Our lives are what we make of them. We can improve, act, and see results. We craft our futures. We can travel, save or spend, work here or there, be this person or that, move, love, practice religion or not, dress up or down, drink liquor or not, have children or not and care for them in the way we think best, and generally be in charge of our lives within the limit of the law. |
Jonathan Chait, New York Magazine Fox News host Tucker Carlson says, "that curve has been flattened, but it's likely not because of the lockdown. The virus just isn't nearly as deadly as we thought it was," claims Tony Fauci is making elementary mistakes. |
Rich Lowry, New York Post Hospitals in New York City and parts of New Jersey have been tested to their limits. But throughout much of the country, hospitals are drastically underutilized. |
Adam Brandon, Washington Times |
Kristin Tate, The Hill The nation will not be able to sustain such debt. |
Paul Krugman, The New York Times The only fiscal thing to fear is deficit fear itself. |
John Tamny, RCM In a 2015 opinion piece for the Wall Street Journal, since deceased Harvard professor Thomas Stossel relayed to readers that "Of the 78 potential treatments for brain cancer that underwent... |
Market Minder, Fisher Investments It depends on how reality squares with expectations. |
Dan Eberhart, RCM The world is facing a crisis the likes of which has not been seen for generations. Businesses across the economy are grappling with extraordinary pressures brought about by stay-at-home orders and... |
Applied Finance Low Price to Something investing, or "value" investing as it has come to be known since Fama/French introduced the "value" factor has been a disaster for investors over the past 10 plus years. Academics and [...more] |
Mark Jamison & Peter Wang, RealClearMarkets During the COVID-19 pandemic, digital tools have become indispensable to millions of home-bound Americans. Information technology businesses have quickly created or refined systems for distance... |
Brian Wesbury & Robert Stein, First Trust Advisors |
Cole Smead, Smead Capital Management |
Solomon Teller, Green Harvest Asset Management |
Richard Moody, Regions Bank |
Matthew Luzzetti, Deutsche Bank Group |
Liz Ann Sonders, Charles Schwab Stocks and earnings don't always move in tandem; with stocks typically leading earnings ? but is the market's rally too much, too soon? |
Richard Moody, Regions Bank |
Barry Ritholtz, The Big Picture Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media |
Travis Nix, Washington Examiner April 15 was supposed to be Tax Day for the millions of individuals and businesses who file income taxes, but it has been delayed until July 15 due to the coronavirus. Tax Day normally causes frustration for taxpayers as they spend their valuable time trying to figure out all the deductions they can take and how to minimize their tax burden. Many give up altogether and spend their hard-earned money on a tax preparer. |
Carl Van Horn, The Hill Federal funding is necessary, on a temporary basis, to keep people working so they can pay their rent, buy food, and stay in the labor force. |
Brandon Marshall & Abdullah Shihipar, New York Times Punitive responses will just burden those who have already been hit hard by the coronavirus. |
Donald Boudreaux, American Institute for Economic Research Since the onset of the COVID-19 crisis, many calls have gone out for America to become self-sufficient in medical supplies. Self-sufficiency in the production of such supplies sounds appealing. If we produce all of our drugs and medical equipment ourselves, we won’t be at the mercy of foreigners who, in times of crisis, might either withhold such supplies from us altogether or charge extortionately high prices for these supplies. |
Bob Musinski & Jessica Merritt, U.S. News LAWMAKERS HAVE APPROVED more than $480 billion to revive a government loan program that ran out of money amid crushing demand from small businesses struggling with coronavirus lockdowns. The new round of funding includes $310 billion for the Small Business Administration's Paycheck Protection Program, with $60 billion set aside for small lenders and community financial institutions. A separate Economic Injury Disaster Loan program, which offers emergency grants of up to $10,000 for businesses, gets an infusion of $60 billion. |
Dan Perkins, RealClearMarkets Ventilators aren't much use when there's no power to run them. Doctors who can't see their patients can't do very much to help them. Which is... |
Chuck Collins, CNN At least eight of these billionaires have added another $1 billion to their wealth during the pandemic, writes Chuck Collins, director of the Program on Inequality at the Institute for Policy Studies. |
Bret Stephens, The New York Times A national lockdown is bad medicine and worse politics. |
Michael Bernick, Forbes Here's a snapshot of the job devastation from the local level, and why it's time to reopen the economy. |
Erin Corcoran, The Hill The nation needs these critical workers in the labor force. |
Anna-Maja Rappard, CNN Hollywood is no stranger to pandemics on the big screen. But for the real life version, there is no script. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Robin Wigglesworth, Ozy Investors are "at the mercy of the gods" now that bonds are behaving like equities. |
Amy Whyte, Institutional Investor Asset allocators and managers have hunkered down for a slow recovery, according to II's weekly poll. |
Nouriel Roubini, Project Syndicate While there is never a good time for a pandemic, the COVID-19 crisis has arrived at a particularly bad moment for the global economy. The world has long been drifting into a perfect storm of financial, political, socioeconomic, and environmental risks, all of which are now growing even more acute. |
David Harsanyi, National Review Ezekiel Emanuel has some unsettling beliefs. |
John Rekenthaler, Morningstar Should equity investors consider holding less of the former and more of the latter? |
Scott Grannis, Calafia Beach Pundit The Covid-19 crisis is not over yet, but the light at the end of the tunnel is getting much brighter. |
Stephen Roach, Project Syndicate From an unnecessary trade war to an increasingly desperate coronavirus war, two angry countries are trapped in a blame game with no easy way out. Now more than ever, both sides need to contemplate the economic and geopolitical consequences of a full rupture. |
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