05/07/2020
Today Market Minder, Fisher While stocks' trailing bonds over long stretches is unusual, it isn't unprecedented?or a sign stocks can't meet investors' long-term growth needs anymore. |
Lee Jackson, 24/7 Wall St. Investors holding these shares, or aggressive accounts looking for new short ideas, should consider taking a long look at these troubled stocks. |
Matt Egan, CNN President Donald Trump is living up to his self-given nickname "King of Debt." On his watch, the United States has borrowed aggressively -- during the good times, and now the bad times. |
John Tierney, City Journal The desire for communion with our fellows is inbornâ?"but substituting allegiance to government for that urge has its perils. |
Ben Casselman, New York Times Government figures due Friday will undoubtedly show that job losses in April were the worst ever. But they could provide key hints about the recovery. |
Zachary Karabell, The Hill It is not weak to step back and recognize that now is not the time to escalate a confrontation with China that never yielded much to begin with. |
John Tamny, RCM Regular readers of this column are familiar with this historical anecdote, but what arguably informs rates regular repeat. During World War I, U.S. exports to Scandinavian countries mysteriously... |
Eric Levitz, New York Magazine Last week, president Trump issued an order aimed at keeping meat packing plants from closing due to coronavirus outbreaks. But that executive action has done little to avert closures and meat shortages, which is inauspicious for a broader reopening. |
Lawrence Clark, FEE When new information becomes available to the general public about something that could affect their health and well-being such as a pandemic, do people wait for the government to inform them what to do; or, do they immediately take steps to protect themselves? Let’s look at decisions made by two distinct groups: college students on spring break in Florida and customers to Central Florida’s theme parks. Each group made different decisions based on their age/social/health cohorts at roughly the same time. Were their decisions rational and appropriate for their respective... |
John Cassidy, The New Yorker At the start of last week, Jonathan Swan, of Axios, reported that the “White House plans to shift its coronavirus messaging toward boosting the economy and highlighting ‘success stories’ of businesses, reducing its public emphasis on health statistics.” The story proved to be accurate. Rather than having Donald Trump appear at a daily coronavirus briefing, his staff set up a series of meetings with business leaders for him to attend. And this past weekend, the White House dispatched two of its economic advisers to appear on television. |
Richard Ebeling, American Institute for Economic Research |
Horace Cooper, RealClearMarkets It is an open secret in Washington that the United States Postal Service needs reform. But recent calls for government-mandated price hikes should not be one of them. Like any business facing market... |
Brian Wesbury & Robert Stein, First Trust Advisors |
Brad McMillan, Commonwealth Financial Network |
Russell Redenbaugh & James Juliano, Kairos Capital |
Jeff Erber, Grey Owl Capital |
Connor Harris, Manhattan Institute Light rail has been a success for some cities, but some existing systems should be canceled or closed in favor of more efficient transit systems. |
Richard Moody, Regions Bank |
Edward Pinto, American Enterprise Institute |
Barry Ritholtz, Big Picture Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media |
Brian Riedl, The Dispatch Why Washington will spend $49,000 per household this year. |
Howard Gold, MarketWatch Duke professor Harvey says coronavirus vaccine will end U.S. downturn and the positive yield curve is an upbeat sign |
Joe Salerno, Mises Institute In a recent article entitled "Where Are All the Austrian Scholars' Yachts?" John Tamny has criticized Austrian economists, and Mark Thornton in particular, for their skepticis |
Jayson Lusk & Glynn Tonsor, City Journal Long-term strategies are needed to keep the nation's meatpacking plants open and its food supply chain moving. |
Jennifer Siebel Newsom & Heather McCullough, CNN Our public policies and private sector practices are rarely designed to support the dual roles of women, leaving us all vulnerable as a result, write Jennifer Siebel Newsom, the First Partner of California, and Heather McCulloch, founder and executive director of Closing the Women's Wealth Gap. |
James Poulos, Law & Liberty Maybe it's just the pandemic, but I have always felt afraid for my life when pushed to compete for intellectual attention with the field of economics. This suffocating sensation has less to do with my lifetime of innumeracy than with my deep hostility toward materialistic, and not merely quantitative, analysis. Materialism in thought is as ? |
Sarah Curry & Joseph Coletti, The Hill State governments spend money. It's what they do. The CARES Act does nothing to change that behavior. |
Donald Boudreaux, AIER Should science play a role in guiding our responses – both private and governmental – to the COVID-19 pandemic? The answer, of course, is yes. No thoughtful person would for even a moment think to answer otherwise. |
Richard Besser, USA Today |
Dan Proft, The Dan Proft Show |
Greg Bensinger, NYT One of the city's poorest neighborhoods faces a looming health crisis as its most vulnerable residents â?" and medical advice â?" are overlooked. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Ben Hunt, Epsilon Theory There is no more powerful venue for public performance than a live audience. |
James Picerno, The Capital Spectator Sentiment in the US equity market continues to look on the bright side. Despite dismal economic numbers, which are set to become even grimmer, the collective wisdom of investors appears to be betting on a strong rebound in the near future. |
Justin Carbonneau, Validea They say a picture is worth a thousand words. The pictures and charts outlined below may actually be worth much more: 30 million unemployed. $7 trillion on the Fed's balance sheet. Just how much the Amazons, Googles and Large Cap technology stocks have delivered over other areas of the market like value. A 250% increase and a 50% decrease in Internet search trends and behavioral shifts. 40 years of falling interest? |
Aly Kassam-Remtulla, Wired Blending classroom teaching and virtual education keeps students flexible and engaged. |
Ali Mogharabi, Morningstar But excessive actions are unlikely to significantly harm Alphabet or Facebook. |
Jason Goepfert, SentimenTrader Not investors. |
Ed Yardeni, Dr. Ed's Blog You should invest in crony capitalism. |
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