05/21/2020
Today David Marcus, New York Post By prolonging the coronavirus shutdown long after its core mission was accomplished, Gov. Cuomo and Mayor de Blasio have plunged tens of thousands of New Yorkers into poverty. |
Farhad Manjoo, The New York Times The coronavirus and our disastrous national response to it has smashed optimists like me in the head. |
Michael Cannivet, RCM "A low-cost index fund is the most sensible equity investment for the great majority of investors." - Warren Buffett What does Warren Buffett really think about the whole active... |
Paul La Monica, CNN SoftBank is often described as the Berkshire Hathaway of tech. That was once a flattering comparison. But the investing track records for the Japanese firm run by Masayoshi Son and Berkshire's Warren Buffett have soured lately. |
Bernard Sharfman, RCM In Larry Fink's (CEO of BlackRock) most recent letter to CEOs, A Fundamental Reshaping of Finance, Fink lays out a strategy for how BlackRock will use its considerable amount of delegated... |
Rupert Darwall, National Review Activist investors are pressuring asset managers to vote green, even if it harms the poor. |
Editorial, NYS Is it possible that come election day, the Trump Dollar will be the weakest dollar in American history? At the rate at which things have been going, it would be unwise to rule out the prospect. The value of a one-dollar Federal Reserve note has plunged to under a 1,740th of an ounce of gold. That’s a 31% drop in the three and a half years that President Trump has been in office. If the greenback plunges another 8.5%, the aforementioned ignominy is at hand. |
Market Minder, Fisher Investments Why we don't think moribund consumer spending is likely to forestall recovery after economies reopen. |
John Tamny, RCM Although the forced economic contraction born of panic by politicians over the coronavirus has been harmful to most everyone, there have been winners. During times of trouble, new ways of doing... |
Kathy Kraninger, The Hill We must reward workers who defend consumers in this crisis. |
Tom Giovanetti & Drew Johnson, Washington Examiner America's energy sector has seen better days. The recent price war between Saudi Arabia and Russia rocked oil and gas markets, and the coronavirus outbreak has reduced demand and forced some companies in the renewable sector to stall projects and furlough workers. |
Josh Barro, NYM Negative supply shocks are bad for the economy. But if you believe this one will reverse itself in pretty short order, then you might be able to tell a better story about the outlook than you could if the recession were driven by a demand shock. |
Eric Kober, Manhattan Institute Office-based businesses have long been cutting back on expensive space, as employees switched from offices to cubicles. |
Richard Salsman, Cato Journal |
Richard Moody, Regions Bank |
Market Minder, Fisher Investments A look at the developed world's reopening progress outside the US. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Brian Riedl, Manhattan Institute The coronavirus pandemic is currently projected to add $8 trillion in federal debt over the decade. |
Russell Redenbaugh & James Juliano, KCM |
Wayne Crews, Forbes While "good cause" and other Administrative Procedure Act provisions have been exploited to expand government regulatory power, President Trump's new Executive Order on Regulatory Relief to Support Economic Recovery is uniquely using the same clauses to eliminate red tape in response to crisis. |
Market Minder, Fisher Investments While the specifics will vary from nation to nation, China's April data help set expectations for what awaits reopening economies. |
J.P. Koning, American Institute for Economic Research |
Sherisse Pham, CNN Mukesh Ambani wants to build the next global technology company. And if he plays his cards right, his mobile carrier and technology juggernaut JioPlatforms could soon hold rank alongside the likes of Google, Amazon, Alibaba and Tencent. |
James Pethokoukis, American Enterprise Institute |
Hunter Hastings, Mises Institute Key Takeaways and Actionable Insights |
Sen. Elizabeth Warren & Rep. Andy Levin, MSNBC Coronavirus contact tracing will help stop COVID-19 and reopen America. Here's how. |
Alex Berenson, Alex Berenson |
Laura He, CNN Mutual blame over the coronavirus pandemic has reignited tensions between the United States and China, threatening to break what was already a fragile truce on trade between the world's biggest economies. |
Stephen Moore, The Hill Americans do not want the financial destruction of the lockdown. |
Rebecca Lake, U.S. News & World Report |
Howard Husock, New York Post It's much less expensive to simply combine recyclables with general refuse and send it all to landfills â?" which are now federally regulated. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Eric Compton, Morningstar Several funds see value in industrials and financial services; Berkshire Hathaway sells airlines stock. |
Matt Simon, Wired Developing a vaccine that’s both effective and safe is grueling, methodical work. And once we have one, we’ll need many, many doses too. |
J.D. Tuccille, Reason.com The lockdowns are prompting Americans to relearn skills and revive almost-forgotten habits. |
Jack Forehand, Validea Value stocks are as cheap as they've ever been. |
Ben Carlson, A Wealth Of Common Sense Is this the 1990s all over again in terms of market valuations? |
Barkley Rosser, EconoSpeak Global carbon emissions bottomed on April 7. |
John Rekenthaler, Morningstar Will stock and bond performance converge? |
|
|
|
|
