05/29/2020
Today Michael Cannivet, Forbes It usually pays to see the sunny side in the stock market. But it can get tricky at cycle turns, when markets and the economy seem detached. If you're caught in this fog, here are five reasons to be optimistic. |
Lawrence Cunningham, MarketWatch Berkshire Hathaway chairman and famed stock picker values long-term ?high quality? shareholders |
Nancy Tengler, USA Today It has been a slog for value investors these past years. Growth stocks have handily outperformed value stocks since December of 2006. |
Andrew Stuttaford, National Review The unbundling of E, S, and G might be to give a clearer idea of what they meant for shareholder returns. |
Editorial, USA Today President Donald Trump has called the safety and security of the American people his "highest obligation." During his first year in office, he vowed that he would "never forget that my responsibility is to keep you, the American people, safe and free.” |
Editorial, Issues & Insights What's scientific about knowingly inflating death statistics just to get people 'to care'? |
Edward Stringham, AIER I recommend to you a document written in saner times, and published by the World Health Organization: “Non-pharmaceutical public health measures for mitigating the risk and impact of epidemic and pandemic influenza.” It came out in 2019. I’ve embedded it below. |
Gonzalo Schwarz, The Western Journal For centuries, a sense of purpose has guided entrepreneurs as one of the main motivators in business. |
Sarah Bloom Raskin, NYT It should not be directing money to further entrench the carbon economy. |
Steven Hayward, RCE One of the signal intellectual events of the early Cold War period was the 1950 publication of The God That Failed, in which six prominent figures explained why they broke from Communism. The book... |
Brad Polumbo, The Dispatch The idea is gaining traction among some on the right, but it would create many problems and ultimately cost American taxpayers. |
Ted Harvey, RCM Even as the coronavirus wreaks havoc on the U.S. economy, we are not alone in feeling the ripple effects of a pandemic. Countries around the world are witnessing economic contractions?and China... |
Binky Chadha, Deutsche Bank Group |
Thomas Kirchner & Paul Hoffmeister, CP Lufthansa's billion Euro government rescue stands in sharp contrast to the free market approach taken by U.S. airlines in raising the capital necessary to bridge the corona-lockdown. It also explains why the recovery of European stock markets lags the U.S. by substantial margins, illustrating what is going wrong in the Eurozone. |
Jerry Bowyer, Vident Financial |
Richard Moody, Regions Bank |
Carrie Schwab-Pomerantz, Charles Schwab New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP), says Carrie Schwab-Pomerantz. Here's why. |
Stephen Rose & Robert Cherry, Manhattan Institute Average hourly wage growth of black men and women lagged behind the wage growth of non-Hispanic white men and women. |
Richard Moody, Regions Bank |
Matt Welch, Reason The bad policy and worse politics of coronavirus stimulus spending |
Theodore Schleifer, Vox Inside the experiments, data wars, and partisan news sites that Silicon Valley thinks can help Biden catch up to Trump. |
Jeffrey Frankel, Project Syndicate Once again, new economic readings from the World Bank's International Comparison Program have fed into the long-going debate over whether China is surpassing the United States as an economic and financial power. And once again, the answer to that question is a qualified "no." |
Jeffrey P. Snider, Alhambra Investments It has to be a combination of confirmation bias and rationalizations. Not even the official story finishes up with the fairy tale ending. The “V” people seem to be ignoring what the most optimistic group is actually saying. |
Inc. & Jeff Weniger, Wisdom Tree Growth stocks are still priced for perfection. |
Amelia Thomson-Deveaux, FiveThirtyEight They don't expect a rapid rebound from this recession. |
Sharon Lerner, The Intercept A combination of generic drugs appears to be more effective in fighting the coronavirus than Gilead Sciences's remdesivir. |
Carrie Battan, Outside Nestled in Chattahoochee Hills southwest of Atlanta, the Serenbe community is designed to deliver everybody's favorite buzzword: wellness. You can't argue with the gourmet wine dinners, leafy walking trails, and goat yoga, but be aware that Paradise doesn't come cheap. |
Hanna Ziady, CNN Three days a week at 7:00 am, senior Procter & Gamble executives check in with each other about their customers: what they're buying, how their needs are changing and whether the company's products are hitting the mark. |
Charlie Warzel, New York Times How to make sure the rise in remote work doesn't mean the death of work-life balance. |
Sam Adolphsen, The Examiner Last week, I visited a local shop in Camden, Maine, that caters largely to tourists. On my way out, I asked the owners how they were holding up. They, of course, replied that they are desperately concerned about their business and are just trying to survive â?" like most business owners across the country right now. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Matt Egan, CNN Business Business leaders predict the United States will swiftly dig itself out of the deep downturn driven by the coronavirus pandemic. |
John Cochrane, The Grumpy Economist As the economy recovers, public policy faces an inevitable dilemma. How do we wean the economy from support? |
Howard Lindzon, Howard Lindzon I am hearing a lot of ‘Shoulda Coulda’s’ from my friends and people on Stocktwits. |
Alex Tabarrok, Marginal Revolution When vaccines or other treatments do well, all stocks do well which is why stock prices are now highly correlated |
Charu Sudan Kasturi, Ozy For Xi Jinping, the new controversial law for Hong Kong is a means to send a message to Taiwan and the West, and to regain domestic credibility. |
Nina Khrushcheva, Project Syndicate Although worries about Russian disinformation are not unfounded, they have steadily grown into an unhealthy obsession in the United States and other Western democracies. When absolutely everything is blamed on Russian President Vladimir Putin, the Kremlin has little reason not to continue misbehaving. |
The Investor, Monevator Stock markets crashed and bond yields collapsed as coronavirus ravaged the world: whatever happens next, 2020 will be one for the history books. |
|
|
|
|
