06/18/2020
Today Kevin Williamson, National Review The class war in our country isn't a matter of the poor vs. the rich; it's a matter of business class vs. first class, E-Class vs. S-Class. |
Julia Horowitz, CNN The gap between the world's rich and poor is expected to grow due to the pandemic, and a stock market high on government and central bank cash bears much of the blame. |
Eric Levitz, New York Magazine As inequality has increased, the U.S. economy has become more dependent on the discretionary spending of the rich. But the coronavirus pandemic has upset the one percent's appetite for dine dining, theater, and other high-end services. |
Bruce Yandle, The Examiner A vital race is on between the coronavirus and the economy, and right now, it looks as though the economy (and all of us whose well-being depend on it) is winning. But let's not celebrate too soon. There are some long laps ahead, and a lot can happen along the way. |
Emily Badger & Alicia Parlapiano, New York Times The steepest declines in spending during the coronavirus recession have come from the highest-income places. |
Steven Milloy, RCM Joe Biden says he wouldn't ban fracking. But the Democratic National Committee's climate advisory panel, led by Rep. Alexandria Ocasio-Cortez, says fracking should be banned. What are we... |
Ken Fisher, LinkedIn A new bull market was born March 23rd. First, consider, a quick recap of 2020?s wild stock market, which I discussed at length in previous LinkedIn columns. |
Michael Cannivet, Forbes Stocks like Zoom are not inherently "risky" or "expensive." Those are just subjective interpretations. What really matters is the role a security plays in a portfolio, and whether that portfolio achieves your long-term goals. |
Liz Peek, The Hill Investors remember the last recession, and how the Obama-Biden team produced the slowest recovery since the Great Depression. |
Joseph Calhoun, Alhambra Investments The stock market has recovered most of its losses from the March COVID-19 induced sell-off and the enthusiasm with which stocks are being bought â?" and sold but mostly bought â?" could lead one to bel? |
David Simon, RCM In "Coronavirus and the Climate," Wall Street Journal columnist Walter Russell Mead swallows the big lie about global warming. Mead's column posted on June 15 begins by sharing a... |
Robert Powell, USA Today To apply for Social Security online, you want to have all the information you need at your fingertips before you log into your account. So what information is that, and what steps must you take? |
Wayne Crews, Competitive Enterprise Institute I remembered wondering in 2017 whether the federal government would be larger or smaller after four years of Trump. The debt has now topped $25 trillion and the deficit alone will top $4 trillion, a figure that, incredibly, is higher than all federal outlays as recently as 2015. In the meantime, President Trump can and should use a meataxe on regulation unilaterally. |
Jerry Bowyer, Vident Financial |
Jerry Bowyer, Vident Financial |
Michael Keane, SSRN Many academics are advocating for the strict adherence to randomized controlled trials (RCTs) in order to find treatments for CoViD-19. The prevailing orthodoxy |
Brett Ryan, Deutsche Bank Group |
Tim Worstall, Washington Examiner The great fear of any president running for reelection is being found naked in bed with a dead economy â?" or, to be less extreme, trying to convince the voters to give him another four years when we're in a recession. Things are looking pretty good for President Trump, then, as all the signs show that the lockdown and the coronavirus-induced recession are going to be over by the time voters start making their ballots. |
Julia Horowitz, CNN Even as Florida, Texas and Arizona have set daily records for new coronavirus cases this week, investors received a dose of good news: US retail sales surged 17.7% in May, far more than economists had predicted and a record increase. |
Anthony Gill, American Institute for Economic Research Plexiglass. They put up plexiglass between us. This may not turn out well. Allow me to explain. On Monday, June 16, I was finally given government permission to return to the gymnasium that I had been affiliated with for over two decades. It actually is a satellite branch built in a large warehouse separate from the main facility. This smaller, “grittier” gym has more free weights to lift, tires to flip, and heavy bags to punch. I go for the boxing. I also go for the people. The desk staff knows me pretty well, so much so that I get a “special” set of towels. They like... |
Kurt Schacht, The Hill This is no moment for experimental or ad hoc oversight of those with unelected power. |
Martin Kurzweil & Josh Wyner, New York Times A large share of strapped school budgets is going to "merit aid" for wealthy kids, as part of a bidding war to enroll high-income students. |
Nick Buffie, MarketWatch Biden?s Social Security proposals are targeted directly toward seniors in need |
Anna Laitin & William McGee, USA The COVID-19 crisis has dramatically impacted the lives of Americans — their health, their economic outlook and much more. Air travel is one area of life that has been completely turned upside down. For months, very few Americans stepped onto an airplane. As more and more people start to think about flying again, concerns about the layouts of airports and airplanes make them problematic transmission risks for travelers. |
Mark Hulbert, MarketWatch Profit margins matter more to stock investors in the short-term |
Joy Ditto, Hill It may take several months for the full effect of pandemic-related challenges for public power utilities to become apparent. |
Paul La Monica, CNN In 2016, investors thought there would be a major focus on rebuilding the nation's infrastructure from the next president. Four years later, we're still waiting. |
Nigam Arora, MarketWatch Offsetting this pattern is the Federal Reserve's unprecedented stimulus |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
James Picerno, The Capital Spectator But it’s a tentative “yes” and the answer has several qualifications and so it’s premature to celebrate what appears to be the end of the downturn. |
Walter Thompson, TechCrunch This storm shall pass. However the choices we make now will change our lives forever. |
Susan Dziubinski, Morningstar These names from the Morningstar Exponential Technologies Index are trading at 4- and 5-star levels. |
Jeff Carter, Points and Figures Can you run a VC fund using just video? |
Shlomo Ben-Ami, Project Syndicate The US was a tinderbox of racism, inequality, and broken politics well before Donald Trump entered the White House, but he lit the match and added fuel. Unless Americans vote him out in November, putting out the fires â?" and repairing the national and international damage â?" may well become impossible. |
Dylan Matthews, Vox Real-time data on how the economy responded to Covid-19 suggests the problem is the disease itself. |
Theodore Schleifer, Vox Park County hasn't been able to figure out who is behind a 2,100-acre center for education reform. We can reveal it's Reed Hastings. |
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