10/13/2020
Today Daniel Growald & Peter Gill Case & Valerie Rockefeller, NYT JPMorgan Chase and other big banks should use their lending power to force cuts in greenhouse gas emissions. |
Jason Isaac, Washington Examiner The clock is striking midnight. The green energy movement is about to lose its gleaming white steeds and glass slipper-wearing princess and turn back into an unimpressive pumpkin. |
Tim Busch, USA Today When I started my first business 40 years ago, I had to ask myself a lot of questions. Where should I get office space? What is my revenue model? How could I expand? And many others. But there’s one question I’d have to ask now that I didn’t have to ask then: Do I need to abandon my faith? The rise of so-called "woke capitalism" has put religious belief on a collision course with entrepreneurship and economic participation. Where once business was about innovating and improving lives, now companies are being pressured by political leaders and activists to toe a variety of... |
Rick Barton & Tom Clark, Medium With the IMF and World Bank annual meetings just a week away and an upcoming G20 summit in November, we must seize this opportunity to prevent a second wave of COVID-caused economic distress around? |
David Wallace-Wells, New York Magazine While many Americans and the media remain distracted by politics and the White House outbreak, COVID-19 cases are surging across the country. The third wave of the pandemic is upon us, with no end â?" or government plan â?" in sight. |
Editors, Issues & Insights The science is quite clear and overwhelming. We need to return to normal before more damage is done. |
John Tamny, RCM With the coronavirus, the most frustrating counterfactual of all is to think about how much better off we all would have been if politicians had done nothing. Stop and think about it for a minute. The more daunting the situation, the more freedom makes sense. The reality is that well before the needless lockdowns began, Americans had started to adjust their behavior. This included staying at home for some. Notable about this is that it was in the U.S. states that locked down the latest that citizens adjusted the most. In a global sense, it was reported by the great Holman Jenkins that... |
Jenin Younes, American Institute for Economic Research The Great Barrington Declaration, signed last weekend, has unleashed a torrent of criticism. This was to be expected, since it conflicts with the public health prescription that has attained a religious-like status in many circles: lockdowns and social distancing must be enforced in order to stop or slow transmission of the coronavirus. The authors of the Declaration, three of the world’s most renowned epidemiologists, urge an entirely different approach. Those not vulnerable to severe illness and death from the virus – especially children and younger adults... |
Stephen McBride, Risk Hedge RiskHedgeâ?"Disruption Research, Disruptive Technology Stocksâ?"RiskHedge helps investors profit from disruption by providing research on the latest breakthrough technologies and the stocks driving them. |
P.J. O'Rourke, AC Since 1980, U.S. presidential election voter turnout has averaged 53.7%. In the last hundred years, no voter turnout for any federal election has topped 62.8%, and that was in 1960 during the festive squeaker of a grudge match between pretty boy Jack Kennedy and grizzled bruiser Dick Nixon. Most of the time, nearly half of America’s eligible voters don’t vote. Why do political editorialists, commentators, critics, analysts, pundits, and pontificators of every kind always scold us about this? |
Andrew Wilford, RCM In response to the much-ballyhooed news reports about large corporations paying little to no taxes in a given year, Democratic nominee and former Vice President Joe Biden added a proposal for a minimum 15 percent tax on corporate profits to his platform. That may prove politically popular, but as the coronavirus-induced recession reminds us, it’s terrible policymaking. To begin with, there is no plague of corporations abusing tax “loopholes” to zero out their tax liability. Corporate income taxes do not compare well to personal income taxes, as they are... |
Carolin Benack, MarketWatch Models of economic theory require a suspension of disbelief |
Paul Hoffmeister, Camelot Portfolios |
Richard Moody, Regions Bank |
Bill Campbell, DoubleLine Capital |
Bernard Sharfman, Oxford Law |
Preston Caldwell, Morningstar We forecast a strong long-run U.S. recovery. |
Robert Wright, AIER Bankers did not wake up one morning all saying “we should make big, risky loans;” government regulators pushing an “everybody a homeowner” political agenda induced them, partly with a carrot and partly with a stick, to lend to every Tom, Dick, and Harriet who would sign their name to the dotted line. |
Brian J. O’Connor, The New York Times Low interest rates and paltry yields prompt money-market managers to waive fees and close funds. |
Mark Hulbert, MarketWatch Beating the market is tough, even for the best and brightest pros |
Dani Rodrik, Project Syndicate By promoting behavioral norms that balance market and society, "stakeholder capitalism" is supposed to enable private firms to fill the vacuum created by the decline of traditional forms of regulation by national governments. Ultimately, though, the only viable solution is to make business itself more democratic. |
Don Lee, Los Angeles Times President Trump's moves to restrict employment-based immigration will be probably costly in the long run especially California. |
Rick Maese, WaPo Accusations of doping and mistreating athletes have cast a dark cloud over Nike?s distance-running efforts, and executives who were major track boosters have stepped aside, stirring uncertainty throughout the track world about Nike?s future support. |
Michael Brush, MarketWatch Value investing is about to make a big comeback. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Ed Yardeni, Dr. Ed's Blog "E pluribus unum" certainly doesn't apply to our highly partisan political discourse these days. |
David M. Cutler & Lawrence Summers, JAMA Network The cumulative financial costs of the COVID-19 pandemic in the US to date from lost domestic output and health reduction are estimated at more than $16 trillion. |
Casey Carlisle, UncleNap.com 9 October 2020 Since March, democracies the world over have overplayed their hand, and, by doing so, they have embarrassed themselves, exposing their true nature â?" not of, by, or for the people but to |
Christine Idzelis, Institutional Investor A Democratic sweep is bullish for fiscal stimulus. |
Ben Hunt, Epsilon Theory The big secret to investing. |
Douglas A. McIntyre, 24/7 Wall St. The ten most valuable companies in America, based on market capitalization when added together, are worth almost $8 trillion. |
David Merkel, The Aleph Blog We need the option of voting for none of the above. |
|
|
|
|
