06/26/2020
Today Edward Stringham, AIER The school closures, stay home orders, shuttering of businesses, banning of elective surgeries, closure of physical entertainment events, blocked flights, and sudden imposition of a central plan – it all happened suddenly from mid-March in the course of only a few days, and to enormous shock on the part of people who had previously taken their freedom and rights for granted. |
Jane Hu, Slate Going backward looks increasingly necessary. |
Faiz Siddiqui, Washington Post A day before their employment was threatened, the workers had spoken out on their concerns about conditions inside the plant. |
Glenn Altschuler & David Wippman, The Hill Without financial assistance from the federal government, the likelihood they can recover anytime soon is dim. |
Silvio Laccetti & Frank Bell, Issues & Insights The world of big data and AI is changing everything, from schooling to architecture to how we live. And it's just getting started. |
Bob Brody, RealClearMarkets The website Medicare.gov. suggests enrolling in Medicare online is easy ("It takes less than 10 minutes," the site claims). But my recent experience attempting to sign up for Medicare... |
Michael Brush, MarketWatch As market weakness develops, scale into stocks that get hit the most |
Christopher Wong, Fisher What to make of news that new investors are driving stocks higher. |
Daniel Witt, RCM Everyone knows that competition at the top is always the hardest. The world leaders in entrepreneurship rankings now have a new competitor: Kazakhstan, as the World Bank announced... |
Michael Hendrix, New York Daily News New York City's weak rental market is a warning sign for the city's tax base. With some of the city's wealthiest residents and neighborhoods emptying out in the face of pandemic and civil unrest â?" and many staying out â?" New York risks an urban crisis echoing the 1970s, a moment when the city could no longer take growth for granted. |
Paul Katzeff, Investor's Business Daily Are your retirement savings growing as fast as other people's in your age group? Did the conoravirus knock your retirement off track? |
Matt Egan, CNN Wall Street dodged a bullet when Elizabeth Warren's campaign for the White House fizzled out. But Warren, a fierce critic of big banks, could still play a forceful role in shaping policy in a potential Biden administration. |
John West & Amie Ko, Research Affiliates |
Jerry Bowyer, Vident Financial |
Jeff Troutner, Equius Partners |
Howard Husock, Manhattan Institute How did a change in Chinese policy make recycling in the U.S. no longer financially feasible? A new report examines the cost-benefit analysis of recycling. |
Jerry Bowyer, Vident Financial |
Jerry Bowyer, Vident Financial |
Allison Schrager, Manhattan Institute |
Stephen S. Roach, Project Syndicate No country can afford to squander its saving potential â?" ultimately, the seed-corn of long-term economic growth. That's true even of the United States, where generations of policymakers have come to regard the long-standing belief in American exceptionalism as though it applied to the laws of economics. |
Matt Egan, CNN Business President Donald Trump's latest economic policies are the opposite of the emergency aid that Corporate America and Wall Street are clamoring for. |
Bill McBride, Calculated Risk After a decade of making fun of bearish analysts and writing "the future is bright", it pains me to be pessimistic. I hope I'm wrong on the virus, but if I'm correct, then I expect every major economic forecast will be revised down for the 2nd half of 2020 and for early 2021. |
Claire Jones & Izabella Kaminska, FT At its root, money is an IOU – a promise to give the bearer the option to own something they want at some point in the future in return for services rendered in the present. Yet when we pay for something, we have little idea of the journey our money has been on, nor of the tasks performed – previous to our own – to acquire it. Could that be about to change? |
Nir Kaissar, Yahoo Finance Investors tend to watch inflation closely, and for good reason. The whole point of investing is to increase the value of money, so keeping pace with rising prices is crucial. But for a growing number of U.S. investors, a healthy regard for inflation has been replaced by anxiety |
Morgan Housel, Morgan Housel They started to change in 2008, when Congress and the Federal Reserve threw unprecedented money at the economy to keep it from collapsing. They’ve done it again this year with even more money. Trillions and trillions of dollars. It was a huge debate in 2008. It’s much less controversial today. My theory is that once a new kind of stimulus is tasted it becomes a permanent feature of how downturns are handled. |
Bryce Coward, Knowledge Leaders Capital Regular readers of our content know that we have been building the case for several years now on why gold deserves a place in diversified portfolios. Sure, we see significant upside in gold (unlimited upside, in fact), aided as I will show by the unprecedented... |
Mark Hulbert, MarketWatch We're not entirely rational |
Nicole Gelinas, NYP NYC's government and real-estate industry have a common purpose: to keep real-estate prices high. City Hall wants tax dollars. The industry needs high prices to avoid defaulting on debt. But what Gotham needs right now may be the opposite: lower prices. |
Paul Brandus, MarketWatch Don't get forced into a corner |
Kirsty Peev, U.S. News THIS YEAR STARTED ON A positive note for most investors; 2019 provided stellar returns for almost all asset classes and at the start of the year, it appeared those gains would continue. But we all know what happened next. An extremely fast and deep bear market, widespread business closures and record unemployment damaged the economy. |
David Gelles, The New York Times Many claim their employees are hyper efficient while working from home. But there are social and emotional costs to ambition in isolation. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Macromon, Global Macro Monitor The financial media is beginning assign blame to the recent stock market weakness to the spike in COVID cases and the potential for a November Democratic sweep of the White House and both chambers of Congress |
Mark Fischetti, Scientific American What scientists know about the inner workings of the pathogen that has infected the world |
David Zweig, Wired When students head back to class this fall, they may find themselves isolated from each other and wearing masks. This isn’t biosafety—it’s pandemic theater. |
Ben Carlson, A Wealth Of Common Sense Portnoy and his army of day-traders have gotten plenty of press in recent weeks from the financial media. The finance industry doesn’t quite know what to do with him. |
James Picerno, The Capital Spectator The Treasury market is forecasting much higher inflation than economists. |
Michael Boskin, Project Syndicate Predicting the speed and strength of the United States' recovery from the current recession is extremely difficult. But what is clear is that policymakers must boost incentives to work in normal times when jobs are plentiful, while strengthening the safety net for when they are not and for those who are unable to work. |
Rusty Guinn, Epsilon Theory Everything is permissible, but not everything is beneficial. |
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