10/25/2021
Today
John Tamny, Forbes Work divided is what enables the very work specialization that drives enormous productivity. This division was to some degree shattered beginning in 2020. |
Christoph Gisiger, The Market For the first time since the outbreak of the pandemic, the Fed is scaling back its stimulus program. Jim Bianco, founder of Bianco Research, says what the tapering means for investors, why the Fed is likely to underestimate inflation, and why he expects the financial system to undergo a technological revolution. |
Jon Sanders, AIER "Believing Covid shuts down businesses, closes schools, causes substance abuse, requires emergency orders, and so forth requires the unstated presumption that individuals are not the ones choosing. It's a signature fallacy in the Covid era, and one that I had thought people would have given up... |
Paul Hong, The Hill Parents should get their children's wish lists ready for Santa before they put on their costumes and go trick-or-treating. |
Charles Gasparino, NYP Securities and Exchange Commission honcho Gary Gensler wants to stomp on the "meme stock" trading fever in his run to be President Joe Biden's Treasury Secretary, Charles Gasparino writes.… |
Mike Cosgrove, Issues & Insights Massive purchases of U.S. bonds by the nation's central bank may be sowing long-term rises in prices. |
Kevin Williamson, National Review Macron gets the case for nuclear power. Why doesn't Biden? |
Aaron Kheriaty, Brownstone Institute There are many political reasons the CDC continues to ignore the scientific evidence on this issue. Here is a sampling |
David Zipper, Slate They're mobilizing to stop a needed crackdown that's barely begun. |
Lawrence McMillan, MarketWatch Also, an aggressive strategy to trade the top of what might be a trading range for the S&P 500. |
Michael Hiltzik, Los Angeles Times President Biden wants to step up the war on tax cheats, so of course the GOP and banks object. |
Dan Mitchell, International Liberty Let's look today at the wonky issue of "book income" because it's an opportunity to point out that there are three types of leftists. Honest leftists who understand economic… |
Marko Csokasi, Commodity.com Learn which states depend most on securities trading. We explain the total share of securities trading as part of state GDP and more. |
Brad McMillan, Commonwealth Both the economy and markets retain substantial momentum, but Commonwealth CIO Brad McMillan says uncertainty remains. |
Liz Ann Sonders, Charles Schwab The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version. |
Steven Vannelli, Knowledge Leaders Capital In this quarter's strategy package, we share our analysis on Japan's Reopening Trade. |
Kathy Jones, Charles Schwab Where does the fixed income market go from here? |
Menzie Chinn, Econbrowser A new paper suggests the US is already entering recession. |
Daniel Kern & Renee Kwok, TFC Financial Mgmt. |
Mohamed A. El-Erian, Project Syndicate As price increases accelerate, policymakers at leading central banks are slowly starting to move away from the narrative of "transitory" inflation that has already cost them the policy initiative. But the needed pivot is far from complete and not nearly quick enough, particularly at the US Federal Reserve. |
Peter S. Goodman, New York Times Confession: We didn't even have a logistics beat before the pandemic. Now we do. Here's what we've learned about the global supply chain disruption. |
Matt Egan, CNN President Joe Biden's vaccine order will force employers to lay off thousands of workers, making the supply-chain crisis much worse, a major business group warned the White House this week. |
Benjamin Juhlin, AIER "Were the world to experience a new economic downturn, there is a great possibility that this lack of consumer use will show the current valuation of Bitcoin to have been a bubble. If this happens, a lot of retail investors will suffer." |
Ben McKenzie, Slate The stablecoin Tether appears to be neither stable nor especially tethered. |
Elle Ekman, The American Prospect Two companies are at the root of the current shortage. |
John Rekenthaler, Morningstar Viewing stocks through Morningstar's Ownership Lens. |
Fisher Investments Editorial Staff, Fisher Investments |
Sam Ro, TKer by Sam Ro Former Goldman Sachs CEO Lloyd Blankfein explains |
Dianna Budds, Eater Flexible dining rooms that can be quickly reconfigured, a deeper focus on accessibility, and an effort to make inside feel like outside are all in the cards. |
Gerard Minack, Evergreen Gavekal Japan is a cyclical story but also a secular one. |
Nick Bilton, Vanity Fair One day soon, we'll be hanging NFTs on the walls of our digital homes and buying Balenciaga tops for our digital selves. Here's everything you need to know about the internet's next big thing. |
John H. Cochrane, Project Syndicate Policymakers should not have been caught off guard by surging prices and shortages of goods and labor. Practically the entire post-pandemic agenda is built around policies that stoke demand and discourage work, making supply-side constraints entirely predictable. |
Bryce Coward, Knowledge Leaders Credit risk is wildly mispriced. |
Cullen Roche, Pragmatic Capitalism The Federal Reserve has announced a sweeping set of strict rules to prohibit employees from owning individual stocks, holding investments in individual bonds, holding investments in agency securities, or entering into derivatives. But that's not enough. |
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