05/08/2020
Today Heather Mac Donald, Hill If the proponents of universal lockdowns had to prove the case for continuing to destroy the complex web of transactions by which human beings flourish, the economy would re-open and millions of livelihoods would be saved. |
Paul Krugman, NYT Why won't Republicans help Americans losing their jobs? |
Andy Puzder, Fox Business |
John Tamny, RealClearMarkets "We've never seen this before. I've never seen anything slow migration like the coronavirus." Those are the words of Ramon Marquez, in an interview with Kirk Semple of the New... |
Market Minder, Fisher Companies' responses to COVID-19 provide another investing reminder: Dividends aren't assured. |
Victoria Buchholz, RCM The coronavirus death rate is unknown, but the corporate death rate is clear. About 90 percent of the companies that made up the Fortune 500 list in 1955 are gone?bankrupt, merged, or... |
Christoph Gisiger, themarket Larry McDonald, publisher of the investment research service The Bear Traps Report, warns that this crisis is far from over. He spots growing tensions in the credit markets and thinks that large public borrowers like Italy and New York State are in need of massive bailouts. |
Bernard Sharfman, RCM In a somewhat roundabout way, I would like to make the argument that Larry Fink, CEO of BlackRock, is creating a new form of shareholder empowerment. Unfortunately, I do not find this to be a... |
Andrea Riquier, MarketWatch 'There are absolutely reasons to try to protect uninformed investors from themselves,' says one researcher |
Jeffrey Snider, RealClearMarkets It can be an amazing thing to discover. While conducting primary research by going back into actual historical records, finding gems of this kind is a unique, sometimes satisfying digression. A small... |
Steve Forbes, What's Ahead |
Jon Miltimore, Foundation for Economic Education There’s a famous scene in the movie Fight Club where Tyler Durdin is on an airplane thumbing through one of those safety manuals in emergency exit rows. |
Daniel Kern & Renee Kwok, TFC Financial |
Carrie Schwab-Pomerantz, Charles Schwab If you're more anxious about money these days, let your kids know why. This week's Ask Carrie talks about how to start the conversation. |
Brian Riedl, Manhattan Institute In 2020, the federal government is projected to spend $49,000 per householdâ?"by far the largest total ever, in nominal terms. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Brad McMillan, Commonwealth Financial Network |
Russell Redenbaugh & James Juliano, Kairos Capital |
Jeff Erber, Grey Owl Capital |
Mark Roe & Ben Iverson, Project Syndicate The COVID-19 pandemic looks likely to cause the biggest surge in bankruptcies that the United States' court system has ever experienced. Without an immediate increase in judicial capacity to manage the coming flood of cases, an even larger economic disaster awaits. |
Jordan Valinsky, CNN Business The recent wave of earnings have mostly been negative. But there are some companies that have been thriving in the coronavirus pandemic. |
Leah McGrath Goodman, Institutional Investor On April 20, chaos reigned in oil markets. Here's what happened. |
Emily Stewart, Vox The stock market plunged when the coronavirus crisis set in. But now it's on the rise, even as the pandemic continues, unemployment skyrockets, and GDP falls. |
Ben Carlson, A Wealth Of Common Sense Why Warren Buffett never got a chance to buy. |
Robert Frank, CNBC More than just another billionaire divorce spat, the Bosarge case offers a rare window into the highly secretive world of asset trusts in South Dakota, a state whose highly secretive and protective trust laws have made it a haven for billionaires and wealthy families around the world. |
Karen Wallace, Morningstar We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead. |
Megan Molteni, Wired Frigid temperatures, cramped conditions, and long hours put meat processing workers at higher risk for contracting the novel coronavirus. |
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 |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Jonathan Clements, HumbleDollar Today’s pandemic won’t lead to nuclear war (except perhaps in the Oliver Stone movie version). But many folks seem to fear the economic equivalent: that we’ll suffer a downward GDP death spiral that sends us back to the Stone Age. |
Emily VanDerWerff, Vox March was 30 years long and April was 30 minutes long. What gives? |
Tomi Kovanen, FT Alphaville Is COVID-19 a game changer for esports? |
Steve Randy Waldman, Interfluidity If affluent people don’t emerge from isolation, “reopening” won’t do much to revive the service economy. |
Alex Tabarrok, Marginal Revolution “Lockdowns” protect vulnerable people and protect vulnerable industries. |
Jeff Carter, Points and Figures One thing that has manifested itself during the COVID 19 drama is it further exposed the cultural divide in America. |
Ben Hunt, Epsilon Theory There is no more powerful venue for public performance than a live audience. |
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