12/11/2020
Today Paul La Monica, CNN Stocks are near record highs, with the market trading at levels last reached during the 1999-2000 tech bubble and just before the historic 1929 crash. And yet investors seem unconcerned. |
Market Minder, Fisher Investments Investing in bitcoin today smacks of heat chasing. |
Jeffrey Snider, RCM I know, right? Like you, when I first heard about it there's been little else on my mind. The structural implications alone were such that any rational person would devote as much time and energy to figuring out all the nuances. The stakes literally cannot be calculated, even today. Scarcely has there been a more serious issue. I'm writing, of course, about "regulatory arbitrage in the presence of non-harmonised re-hypothecation regimes." Only partly tongue-in-cheek, the satire applies solely to the fact that very few humans on this planet could make much sense of what seems otherwise a... |
Editorial, The New York Times The government decides to try to enforce antitrust laws. |
Jessica Melugin, National Review The FTC and state attorneys general are incorrect. Competition and innovation are alive and well in the social-media marketplace for all. |
Shawn Langlois, MarketWatch The 651 billionaires in the U.S. have seen their collective wealth grow by more than $1 trillion over the past nine months |
Brad Polumbo, Washington Examiner California Gov. Gavin Newsom found himself in hot water recently after being exposed for hypocrisy over his state's COVID-19 restrictions. Newsom attended a dinner party at a fancy indoor restaurant while scolding us plebeians to stay home. Now, new reports raise questions as to whether the Democratic governor's businesses exploited or received special treatment from the federal Paycheck Protection Program that was meant to keep struggling businesses afloat. |
Ryan Cooper, The Week Official site of The Week Magazine, offering commentary and analysis of the day's breaking news and current events as well as arts, entertainment, people and gossip, and political cartoons. |
Noah Williams, City Journal The Georgia Senate runoffs will have implications from coast to coast. |
Henry Kressel & David Goldman, RCM Americans take it for granted that they can continue to enjoy one of the highest standards of living in the world. And with the Dow at 30,000, why worry? When asked to list major economic problems, Americans are most likely to cite income inequality at the top of the list. That issue dominated this year's debates among Democrat Party presidential hopefuls. The perceived problem is unfairness in sharing the national wealth. It is assumed that somehow the hidden machine that produces national wealth will continue to function on its own. The golden goose will keep laying eggs; thus, we need to... |
Armstrong Williams, Hill The virus has forced a reckoning for each of us, and we are re-evaluating what is most important. |
Michael Hendrix, City & State NY NYC needs its rich residents |
Michael Townsend, Charles Schwab Results will have a profound impact on the Biden administration's ability to move its policy agenda forward in the first two years. |
Dan Mitchell, International Liberty Back in 2015, just five years ago, it seemed like entitlement reform might happen. Republicans in the House and Senate voted for budgets based on much-needed changes to Medicare and Medicaid. That was only a symbolic step with Obama in the White House, to be sure, but the presumption was that actual reform would be? |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Martin Pring, Pring Turner Asset Mgmt. |
John Merrifield & Matthew McGehee, Inst for Objective Policy |
Matt Taibbi, TK News by Matt Taibbi Have a pair of gangly Stanford grads built the perfect mousetrap? |
Jeanne Sahadi, CNN Business Unemployment benefits are coming to an end but the pandemic is not. |
Julie Segal, Institutional Investor In a year marked by a global pandemic, racial justice protests, and a climate reckoning, Fink was the undisputed industry leader â?" and the obvious choice to win this inaugural honor. |
Morgan Housel, Collaborative Fund Counterintuitive thoughts from Morgan Housel |
Richard Haass, Project Syndicate The pandemic has shown that supply chains will need to be rethought, with more emphasis put on supplier diversification, domestic production, and stockpiling. The challenge will be to strike a balance ensuring that a targeted and limited industrial policy does not become a cover for protectionism. |
Veronique de Rugy, Reason The Trump years were more than infuriating on trade matters, they were destructive. |
Clifford Krauss, NYT Exxon Mobil is struggling to find its footing as demand for oil and gas falls and world leaders and businesses pledge to fight climate change. |
Ahiza Garcia, NBCNews More and more young TikTok stars are turning to venture capital investing as they turn their millions of followers and online popularity into massive fortunes. |
David McKnight, MarketWatch A piecemeal Roth conversion can mitigate longevity risk |
Mebane Faber, Mebane Faber Research There are no simple answers but there are obvious steps we can take. |
Andrew E. Kramer, The New York Times It's not just party balloons. A huge Siberian production plant is expected to reshape the market for a gas that's essential to many critical industries. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Liam Vaughan, BusinessWeek Over the course of a few hours on April 20, a guy called Cuddles and eight of his pals from the freewheeling world of London's commodities markets rode oil's crash to a $660 million profit. |
Jason Goepfert, SentimenTrader 10 year yields are no longer going down. |
Peter Atwater, Financial Times News, analysis and comment from the Financial Times, the world?s leading global business publication |
Alex Tabarrok, Marginal Revolution It doesn't matter how you get there. One vaccine is as good as another. |
Cullen Roche, Pragmatic Capitalism More aggressive and more conservative. |
Various, Saxo Bank After an extraordinary year, the SaxoStrats are back with Outrageous Predictions for 2021. Which forecast do you think is most likely? |
Justin Carbonneau, Validea 2020 will be a memorable year for all of us, but for those in the markets it will be particularly memorable as we are seeing many things that have never happened before. One of those events is about to take place when Tesla, sporting a $550 billion market capitalization, gets added to the S&P 500 over the next fortnight. |
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