11/04/2021
Today Market Minder, Fisher Investments In the end, the Fed's quantitative easing taper was kinda boring. |
Julia Horowitz, CNN Journalist James Glassman and economist Kevin Hassett wrote in late 1999 that the Dow Jones Industrial Average could hit 36,000 as soon as 2005. |
John Tamny, RCM Many decades ago Bill Gates indicated that Goldman Sachs was Microsoft's biggest competitor. The statement probably sounded odd to some since Microsoft was a lucrative GS client, not to mention that the two commercial giants were in different businesses. Except that Gates was talking about a different kind of competition. Specifically, Goldman was a formidable Microsoft foe in the competition for human capital. Both companies wanted to hire the top athletes as it were, and Goldman was winning the services of more than a few of the kinds of employees Gates coveted. |
Peter Coy, NYT National Development calls for a strong government guiding a more self-sufficient economy. |
Thad Calabrese & Thomas Healey, City Journal Four steps to put the Garden State's fiscal house in order. |
Emma Kerr, U.S. News & World Report Tax the rich has become a rallying cry for progressives highlighting issues of inequality in the U.S., but only in the last few years has the idea of a wealth tax truly permeated the public discourse. |
Rep. Bryan Steil, The Hill Endless increases to our deficit will not help return us to the greatest economy of our lifetimes, which we had before the pandemic. We must return some sanity to Washington, which starts with getting our fiscal house in order and right sizing the role of government. |
Will Coggin, RealClearMarkets What will be the next big thing that becomes a flop? Cell-cultured meat is a prime candidate. Interest in meat alternatives mushroomed following the 2019 IPO of Beyond Meat. Last year, over $3 billion poured into startups producing meat alternatives. This includes hundreds of millions into startups that produce cell-cultured, or lab-grown, meat. Unlike "plant-based" meat, which uses a variety of additives mixed with plant protein to mimic the taste and texture of real meat, cell-cultured meat aims to grow real animal cells in giant metal vats called bioreactors--without the need for... |
Zach Everson, Forbes Sky-high room rates. Record in-room service. Appearances from Trump family members. Here's a behind-the-scenes look at what was happening inside the Trump hotel on the days surrounding the storming of the Capitol. |
Nicole Karlis, Salon Fake COVID vaccine card dealers are now offering to forge digital medical records, too. Here's how it all works |
Rebecca Heilweil, Vox The social network is scaling back facial recognition, but similar technology could show up in the metaverse. |
Jeff Remsburg, InvestorPlace Scammers take SQUID investors for 100% … meanwhile, an Ultimate Crypto altcoin goes vertical … how to protect yourself from one, while benefiting from the other |
Jerry Bowyer, Vident Financial Which indices performed better during historical periods of high and low inflation -- Growth vs. Value? |
Steven Vannelli, Knowledge Leaders Capital We find compelling evidence that seasonal factors exist, historically leading November and December to be the highest 2-month combined returns all year. In our allocation portfolios, we have increased our equity exposure significantly in an effort to capitalize on these year-end trends. |
Ironman, Political Calculations While the overall picture for dividend paying firms indicates October 2021 was a period of relative strength for the U.S. stock market, there is a developing cause for concern. |
Brian Wesbury & Robert Stein, First Trust Advisors Investors will be focused on the Federal Reserve this week and our expectation is that it will finally announce an overdue tapering of quantitative easing. In addition, we expect Chairman Jerome Powell to make it clear in the press conference that he expects tapering to be completed by mid-2022.Inflation is clearly a problem. The CPI is up 5.4% from a year ago. When October data arrive the year-ago comparison will likely be 5.7%, the largest increase since the early 1990s. Some of this is "transitory," but not all of it, not by a long shot. Housing rents were held down artificially until... |
David Heacock, FilterBuy.com |
Randy Frederick, Charles Schwab Help protect your position. Stop orders may help you obtain a predetermined entry or exit price, limit a loss, or lock in a profit. |
Market Minder, Fisher Investments In which we look at Q3 GDP and October inflation. |
Simon Johnson, PS Under the leadership of Jerome Powell, the US Federal Reserve seems headed for a massively consequential monetary-policy mistake. The best way to prevent it is to replace Powell with Lael Brainard, a Fed governor since 2014. |
Jack Ewing, NY Times Because so many jobs depend on automaking, the industry's production problems are causing the pain to ripple. |
Susan Dziubinski, Morningstar These quality names are trading at 4- and 5-star levels. |
Nick Gillespie, Reason One of the hardest political lessons to learn is that pocketbook issues are the main driving force of electoral successes and failures. |
Matt Egan, CNN Democrats want to tax stock buybacks to help pay for President Joe Biden's $1.75 trillion spending plan. Billionaire investor Charlie Munger isn't happy about it. |
Sigal Samuel, Vox A new philanthropic initiative aims to act as an insurance policy for humanity's future. |
Haley Zaremba, OilPrice.com Oil prices have skyrocketed this year, but America's oil industry is still exercising some surprising restraint, and it could be a big win for shareholders |
Rani Molla, Vox Service workers are getting paid more than ever. It's not enough. |
Michael Bernick, Forbes The "Great Resignation" is a main narrative today, with worker shortages. The 1976 movie, Lifeguard, now streaming on Amazon Prime, is a starting point for how to address these shortages. |
Emily Brandon, U.S. News The new year is an excellent time to start saving a little bit more for retirement. Preparing for retirement doesn't have to be a chore. A few small changes can result in a much bigger retirement account balance, given enough time to compound. |
Günter Kampf, Brownstone Institute Some politicians speak about the "pandemic of the unvaccinated." Social cohesion should not be jeopardized over narrow and erroneous views. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Eric Compton, Morningstar Higher inflation may be transitory, but watch the job market for Fed rate hike cues. |
Eric Boehm, Reason Removing the cap on the state and local tax deduction would be a massive tax break for wealthy Americans who choose to live in high-tax states. |
Jason Goepfert, SentimenTrader For the first time in well over a month, investors are back in full risk-on mode. |
Mark Rzepczynski, DSGMV What if there was a "Great Bond Reset" and equities didn't notice? |
Michael Batnick, The Irrelevant Investor Don't buy high multiple stocks on the way down |
Sam Ro, TKer by Sam Ro Corporate America doesn't rollover when confronted by challenges. It figures things out, improves processes, and grows. |
John Cochrane, The Grumpy Economist The institutions of civil society are now thoroughly politicized. |
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