05/23/2020
Today Matt Ridley, HumanProgress From testing, to cures, to developing a vaccine, to creative and practical methods of physical distancing, the solution to the current crises is more innovation, not less. |
Editorial, NYT Facing a calamity on par with the Great Depression, they left without a new relief package in place. |
Joe Calhoun, RealClearMarkets Most everyone has heard the Chinese proverb - or curse - that wishes one to live in "interesting times". You've probably also heard that in Chinese the word... |
Andrew Stuttaford, National Review ESG investing, intentionally or otherwise, rewards exactly the corporate behavior that is creating alarm. |
John Tamny, RCM "I grew up in St. Clair, Michigan, flipping eggs at my parents' diner." Those are the words of world-renowned chef Grant Achatz in his excellent 2011 book co-authored with Nick... |
Beth Akers, Manhattan Institute As states across the country lift restrictions on activity this week, the notion of that longed-for V-shaped economic recovery will quickly be left behind. |
Jared Carl, RCM With each passing day of this prolonged public health and economic crisis, pressure mounts for a robust federal aid package to the states. Illinois Gov. J.B. Pritzker has warned of... |
Helen Lee Bouygues, Forbes In May 1932, as he campaigned for the presidency during the depths of the Great Depression, Franklin Roosevelt called for "bold, persistent experimentation" to address the crisis. |
Andrew Wilford, RCM Shortly after the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, some reporters seized on a provision that harmonized tax treatment of net operating losses, declaring it a... |
Eric Levitz, New York Magazine In an interview with CNBC, Joe Biden promised not to raise taxes on anyone who earns less than $400,000 a year. That proposal will constrain his ability to enact progressive policies in office, while providing his campaign little political benefit. |
Rich Karlgaard, Forbes On May 21, 2020, I interviewed Doug Burgum, the former software entrepreneur (Great Plains Software) and investor (SucessFactors and Atlassian) who became North Dakota?s governor in 2016. |
Will Marshall, Hill The president, fixated on conspiracy theories, is otherwise occupied, so the leadership will have to come from Congress. |
Liz Ann Sonders, Charles Schwab On a day that started with good news on an experimental COVID-19 vaccine, with the stock market showing strong early gains, today's report is more visual and less wordy than normal. |
Richard Salsman, American Institute for Economic Research |
Richard Moody, Regions Bank |
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. |
Editors, The Economist Explaining the stockmarket rally |
Eric Boehm, Reason.com A member of the five-month-old company's board has been touting bogus stats about America's supposed dependency on Chinese-made drugs. |
James Rainey, Los Angeles Times Many retailers and consumers fear handling dollars and cents during the coronavirus pandemic. Some experts say it will accelerate the transition to a cash-free U.S. economy. |
Dan Gelston, The Christian Science Monitor If sports fans return to stadiums, what rules will be in place? With social distancing and masks, history shows football could come back strong. While a full comeback to stadiums is a ways off, one thing is certain: Sports will return – just like they did in 1919. |
Ashlee Vance, BusinessWeek Ashlee Vance interviews the billionaire entrepreneur on his Twitter usage, selling off his possessions, and the historic upcoming launch. |
Demonetized, Epsilon Theory “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” Winston Churchill |
Stuart Klawans, The Nation Theaters big and small have moved to streaming models as their physical locations have temporarily shuttered. Will moviegoing fundamentally change as a result? |
Barry Ritholtz, The Big Picture Market have shrugged off a torrent of horrific economic news. They have powered far above the post pandemic crash lows of March. |
Dan Eberhart, CNN Business A bailout would just undermine the market forces needed to strengthen the industry long term. |
Geoffrey Garrett, Knowledge@Wharton |
Willem H. Buiter, Project Syndicate With a global depression looming, no country will be able to avoid the need for massive stimulus spending and the explosion of debt that will come with it. While advanced economies have creative options for managing these claims, it is already obvious that developing countries will need a more radical solution. |
Eric Boehm, Reason In a Senate floor speech Wednesday, Hawley outlined a half-baked plan to tear down global trade. It's aimed at winning elections, not helping America prosper. |
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 Carlson, A Wealth Of Common Sense Dividends are one of the most underrated sources of portfolio income. |
Scott Sumner, The Money Illusion Conspiracy theories are a powerful drug, as Penn Jillette once observed (in a Joe Rogan interview.) So powerful that people rarely stop to consider how implausible many of the claims actually are. |
Matthew Yglesias, Vox Voters don't like deficits, and they really hate the gas tax. |
Macromon, Global Macro Monitor REITs can be an essential part of your portfolio. |
James Picerno, The Capital Spectator The coronavirus crisis has reordered expectations and valuations in global markets, but searching for the deepest discounts (based on negative return) delivers a familiar result: the commodities realm continues to offer the darkest shade of red. |
J.P. Koning, Moneyness Yemen has a dual currency system. |
Izabella Kaminska, FT Alphaville Covid-19 may be something known as a nosocomial disease. |
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