10/24/2020 Today
Robert J. Shiller, NYT Stocks could well rise despite investor worries, the economist Robert Shiller says, but this is a high-risk moment. |
James Picerno, Capital Spectator PMI survey data for October indicate that the Eurozone economy’s recovery is slipping into a new phase of contraction, due to a rebound in coronavirus infections and related blowback on business and consumer activity. |
Ashley Carman, The Verge Live shopping is huge in China, and now tech giants like Amazon, Facebook, and Instagram are trying to bring it to the US, turning influencers into hosts of their own QVC-like shows. |
Elizabeth Nolan Brown, Reason The government is going after Google not to stop consumer harm but to level the business playing field. |
Michael Johnston, Evergreen Gavekal Last week, seven western central banks and the Bank for International Settlements issued a fascinating joint report on central bank digital currencies, pointing to a step towards the issuance of Central Bank Digital Currencies (CBDC). |
Paul La Monica, CNN The US election is still more than a week away, but speculation about who might lead the Treasury Department under a Biden administration is already in full swing. |
Michael Brush, MarketWatch It?s not about risk aversion, which older studies have concluded. It?s more about decision-making skills |
Jeff Rubin, Quillette Black lives matter. It's become a rallying cry for those seeking social and racial justice. These three words express the idea, symbolized by the death of George Floyd, that race defines the fault ? |
Story Hinckley, CS Monitor White voters without college degrees are a shrinking portion of the electorate â?" yet still represent a majority of voters in critical battlegrounds like Pennsylvania. |
Martha White, NBCNews The minimum wage in the United States hasn't budged in 11 years. Whether or not it should was a hotly contested question during Thursday's final presidential debate. |
Andrew Bary, Barron´s Few big consumer companies have been hit harder by the pandemic. Yet, as people return to normal in a vaccinated world, the company's global exposure could be a boon. |
Amy Faith Ho , LA Times As one of the most unassuming side effects of the coronavirus, the U.S., for the first time in its history, set up a system of universal healthcare. |
Bret Swanson, American Enterprise Institute Surprisingly successful spectrum policy. |
Matthew Luzzetti, Deutsche Bank Group |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Richard Moody, Regions Bank |
Adam Phillips, BMO Global Asset Management |
Market Minder, Fisher Investments What this latest milestone doesâ?"and doesn'tâ?"mean for investors. |
Art Carden, AIER Google may have become evil but it isn't a monopoly. |
J.C. Parets, All Star Charts EM stocks have been consolidating for 13 years. |
Kate Conger, The New York Times A group that also includes Lyft and DoorDash has spent nearly $200 million to support a California proposition that could save them from a new labor law. |
Lilly Smith, Fast Company And many cities aren't ready for the onslaught. |
Adam Hopkins, Vice There hasn't been a locally transmitted case of coronavirus in Taiwan since April. Here's what a post-COVID world might look like. |
Christine Benz, Morningstar Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation. |
Mark Hulbert, MarketWatch 'World Series Predictor' says American League favors Republicans, National League favors Democrats â?" if only the record proved it |
Nick Routley, Visual Capitalist At the turn of the century, the average U.S. home value was $126,000. Today, that figure is at a record high $259,000 – a 106% increase in just two decades. |
Anne Krueger, PS During his first presidential campaign four years ago, Donald Trump promised to change the way America does business. He has kept that promise: Now more than ever, America resembles the kind of crony-capitalist system that one more commonly associates with developing and post-communist countries. |
Mark Zandi, CNN Business This has been a rotten year, and any chance of it ending on a high note has faded. The Covid-19 pandemic is intensifying, rancor over the US presidential election is mounting, and lawmakers haven't come to terms on another fiscal rescue package to shore up the fragile economy. It is difficult to see how the economy will be able to gain any traction until next year when the pandemic and election are hopefully in the history books. |
William Watts, MarketWatch Stubborn 2-year Treasury yields and languishing bank stocks fail to confirm message: analyst |
Dave Sekera, Morningstar We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Rusty Guinn, Epsilon Theory Nobody cares about the deficit. |
Jamie Powell, FT Alphaville News, analysis and comment from the Financial Times, the world?s leading global business publication |
Glenn Harlan Reynolds, Instapundit Big tech erred by censoring the Hunter Biden story. |
Scott Sumner, The Money Illusion In 2009, China was the first to recover. As growth there surged in 2009, it began pulling the rest of the world away from the brink.Now it seems to be happening again. |
Robin Hanson, Overcoming Bias The cost to benefit ratio is way out of whack. |
Ben Carlson, A Wealth Of Common Sense You never know what's going to work in Hollywood or in investing. |
Diane Coyle, Wired An economy of tech billionaires and gig workers, with middle-income jobs undercut by automation, is not politically sustainable | |
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