04/03/2020
Today Zachary Karabell, Time With the Federal Reserve's massive intervention, we may avoid financial ruin. But the economic and health crisis will seriously test us. |
John Tamny, RCM Somewhere along the way economists, pundits and politicians got it in their heads that people exchange, invest and lend with "money." No, money is merely the agreement about value that... |
Paul Krugman, New York Times But we're already botching the response. |
Jeffrey Snider, RealClearMarkets |
Roger Pilon, RealClearMarkets |
Andrew Napolitano, Washington Times |
John Steele Gordon, New York Post Undoubtedly there are more layoffs to come as companies still operating find they must reduce labor costs during the deep recession the pandemic is creating. |
Kyung Lah, CNN As of 2019, there were an estimated 30.7 million small businesses in the US, employing 59.9 million people, or almost half of the private sector workforce. Small businesses drive the American economy, but as the coronavirus pandemic has proven, they do so from a cliff. Many are about to fall off. |
Rep. Ted Budd, Washington Examiner The coronavirus pandemic has struck our country in ways few of us could have imagined. The virus has touched nearly every one of our citizens either physically or economically and has forced Congress to consider measures that we normally would have dismissed. But while we're doing everything we can to mitigate the damage caused by COVID-19, we must continue to keep an eye on the health of our fiscal situation as well. |
Steve Forbes, What's Ahead In this special anniversary edition of What's Ahead, Steve takes a pause from the host chair to answer questions from Moira Forbesâ?"Executive Vice President of Forbes Media, Publisher of Forbes Women, and last but not least, Forbes Daughter #4. |
Peter Mallouk, Worth How do we get from this world to one in which people get on planes, go out to dinner, to dentist appointments and to Disney World? |
Preston Caldwell & Karen Andersen, Morningstar Our outlook on how the U.S. will cope during and after the shutdown. |
Chris Brightman, Research Affiliates All companies are getting walloped in the current market. Which stocks are the true bargains, likely to outperform when the market rebounds? Chris Brightman explains that the outlook for a company's prospects can be very different from the outlook for its stock's performance. |
Carrie Schwab-Pomerantz, Charles Schwab If retirement is on the horizon, should you get out of stocks in today's environment? Jumping in and out of stocks isn't a strategy, says Carrie Schwab-Pomerantz. Instead, look at the big picture. |
Richard Moody, Regions Bank |
Rob Arnott & Feifei Li, Research Affiliates Rob Arnott shares his perspective on the ongoing market. He suggests the time to buy is when investors are at "peak fear." In the weeks ahead, that point will come and bargains will make themselves self-evident to the disciplined investor. The window of opportunity will be short, but highly rewarding over the longer term. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Howard Marks, Oaktree Capital Management We had the best of times and the worst of times - all in March. |
Phillip Magness, American Institute for Economic Research "Never let a crisis go to waste,” the old adage goes. Unfortunately, political activists and public officials from across the spectrum are now taking this advice to heart amid the ongoing coronavirus pandemic. While many policy responses to the current crisis are well-meaning, even if misguided, be vigilant of those who would cynically weaponize it to advance their pre-COVID ideological goals. We may see this latter tendency in a new proposal by Berkeley economists Emmanuel Saez and Gabriel Zucman, the data-massaging duo behind a flurry of misleading and false... |
Geoff Williams, U.S. News & World Report The coronavirus has put a lot of employees on edge. Look for these signs of layoffs in your company. |
Allison Schrager, Manhattan Institute |
Derek Thompson, The Atlantic It didn't have to be this way. |
Bradley Blakeman, The Hill |
Jon Ogg, 24/7 Everything was looking perfect for the banks at the start of 2020. Interest rates were expected to remain stable for the year, business was booming and regulators seemed to be easing up. Then the raging bull market quickly turned into a roaring bear market. |
Dan Alexander, Forbes We valued the president at $3.1 billion a month ago. Now he?s worth $2.1 billion. Here?s why. |
Stephen Moore & Phil Kerpen, The Hill It makes little sense to remove economic incentives for workers. |
Alan Rappeport & Jeanna Smialek, NYT The deal makers face their biggest challenge yet: keeping companies afloat long enough to get America past the coronavirus. |
Bob Musinski, U.S. News & World Report |
Kevin Williamson, National Review A pandemic hasn't completely suspended the operation of economics in the labor market. Quite the opposite. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Greg Mankiw, Greg Mankiw's Blog The current models have a major omission. |
Veronique de Rugy, National Review The CARES Act was praised for approving $350 billion to assist small businesses. |
Nick Maggiulli, Of Dollars & Data Quantifying just how crazy March 2020 was for the stock market and investors. |
Bob Seawright, Above the Market During a crisis like this it is easy to recognize that our lives are inherently uncertain. |
Ed Yardeni, Dr. Ed's Blog Masks for everyone. |
Macromon, Global Macro Monitor Stocks would have to fall another 40% to reach prior bear market valuation lows. |
Emiko Terazono, Ozy Globally, the markets are down, and the economy is floundering. What's in demand? Vitamin C. |
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