09/24/2021
Today Ken Fisher, RealClearMarkets After a heartwarming 2021 start, pundits now preach peril once again. Like: QE is ending! The witches' stew of COVID brews. Inflation, inflation and stagflation strike. China's real estate woes threaten a "Lehman moment"--dooming global growth. Tax hike hype and debt ceiling drama dead ahead. |
Brian Chappatta, Bloomberg It's always something. |
Jonathan Malesic, New York Times Americans are not just burned out and underpaid — our entire relationship to work is broken. |
Jeffrey Tucker, Brownstone Why did this tragedy happen in lockstep? |
Jeff Tassey, RCM In 2010, a Democrat-controlled Congress, as part of the sweeping Dodd-Frank legislation, implemented price controls and routing regulations on debit card transactions. More than a decade later, big-box retailers and merchants have become increasingly vocal in seeking to extend these same requirements and restrictions to credit cards, lobbying lawmakers under the guise that the changes are "pro-consumer." |
Nikolai Wenzel, Law & Liberty Nikolai Wenzel explains Biden's Executive Order on Promoting Competition in the American Economy actually does the opposite. |
Andy Brennan, RCM Upon returning from WWII, my dad worked for the next forty years as a machinist for a local manufacturing company. We lived a modest lifestyle, but we wanted for nothing. I grew up the youngest of five kids at the tail end of the Baby Boom. I was a solid athlete in high school, and that attracted the attention of the soccer coach at Bentley College (Waltham, MA). My freshman year, the housing department paired me with Dennis, who ran cross-country and track. We remained friends and roommates for the duration. Four years of Bentley business prepared me well, and I followed the path most... |
Rep. Byron Donalds & Skylar Zander, Hill We urge lawmakers to reject these intrusive, costly, and destructive proposals with the same urgency with which they were proposed. |
Jeffrey Snider, RealClearMarkets As the year drew toward its close, policymakers were increasingly confident that their magic elixir of various "accommodative" policies had cured enough ailments to begin seriously thinking about withdrawing them. High on their minds was the idea that such "easing" comes with side effects and costs; the potentially high costs of easing? After so many years and so much of it, officials were getting impatient. For one big reason, the banks were constantly chirping. No one had complained more than financial institutions, which only raises serious questions about just who has been easily... |
Market Minder, Fisher Investments Staying ahead of scammers is never ending, but your wallet will thank you. |
Benji Jones, Vox The ultrarich want to change the paradigm of conservation. It won't be easy. |
Bruce Thompson, Washington Examiner Organized labor is working to hurt working people. |
James Montier, GMO We look at various instruments that might be thought to protect your portfolio from an inflationary outcome, whether as an inflation hedge or as a store of value. |
Ironman, Political Calculations The arrival of the coronavirus pandemic in the United States in March 2020 and, perhaps more significantly, the lockdown measures that state and local governments imposed on Americans as their response had a major impact on how Americans spent money in 2020. |
Rob Arnott & Vitali Kalesnik & Lillian Wu, Research Affiliates The value rebound that started in September 2020 gave up nearly half its gains by mid-May 2021 as the recovery faltered with the onslaught of the highly contagious Delta variant. But vaccination has proven highly effective, and as the unvaccinated around the world become vaccinated, the prospect of a reinvigorated economy is good. Is now a second chance to rebalance into value stocks? |
Hayden Adams, Charles Schwab For 2021, will you have to pay alternative minimum tax? Here's what you should know about the AMT and the steps you can take to potentially avoid it. |
Brad McMillan, Commonwealth Is Evergrande just another corporate bankruptcy or something more? Commonwealth CIO Brad McMillan examines the risks for China and the world markets. |
Lee Bohl, Charles Schwab Make sure you understand the risks of short selling before taking the plunge. |
Mohamed A. El-Erian, Project Syndicate Rising inflation and declining growth are more likely to be a part of the global economy's upcoming journey than features of its destination. But how policymakers navigate this journey will have major implications for longer-term economic well-being, social cohesion, and financial stability. |
Robert E. Wright, AIER If Treasury can just slap a figure on a hunk of metal and demand that the Federal Reserve credit its account with that figure, it could force the creation of as much money as the politicians controlling it want. |
Veronique de Rugy, Reason Democrats want to raise the debt ceiling, while Republicans occasionally remember they're against big government spending. |
Karen Wallace, Morningstar Lifestyle upgrades add up and have consequences for your today and tomorrow. |
Ryan McCrimmon, Politico In the wake of pandemic disruptions, even big meatpacking states are exploring ways to create smaller, regional alternatives to our highly centralized meat industry. |
Emma Dong, BusinessWeek China's real estate powder keg threatens President Xi's drive for stability—and may yet force a too-big-to-fail moment with global implications. |
Michael Kolomatsky, New York Times Slowing sales, a decline in over-asking contract prices, and fewer bidding wars in many areas are among recent shifts. |
Keith Bradsher, NY Times Investors are watching whether the property developer defaults. But in the background, the world's No. 2 economy is flashing numerous warning signs. |
Susan Dziubinski, Morningstar These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued. |
Adam M. Grossman, HumbleDollar Everyone worries about withdrawal rates but there are more topics to consider. |
Amanda Mull, The Atlantic Behind shipping delays and soaring prices are workers still at mortal risk of COVID-19. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist California has at last passed the first laws overturning some residential zoning restrictions. |
Barry Ritholtz, The Big Picture There are always things to worry about but what if things go right? |
Greg Mankiw, Greg Mankiw A magician tricks his audiences by distracting them. While people focus on something that is attractive but irrelevant (a shiny object, the magician's beautiful assistant in a skimpy outfit), the magician can more easily hide his deception. In a new CEA blog post, the Biden economics team does something similar. |
Alex Tabarrok, Marginal Revolution Closing the saloons during prohibition reduced patenting by ~15%. |
Cullen Roche, Pragmatic Capitalism Let's stop doing this. |
Ironman, Political Calculations How many cans of Campbell's tomato soup could a hypothetical investor in the S&P 500 buy if they cashed in the equivalent of one share of the index? |
Jamie Powell, FT Alphaville Inflation above the central bank's target is pretty rare since 2008. |
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