04/25/2020
Today George Gilder, RCM With the latest reports of plummeting death rates from all causes, this crisis is over. The pandemic of doom erupted as a panic of pols and is now a comedy of Mash-minded med admins and stooges,... |
Timothy Egan, The New York Times People are disposable. So is income. For the 'pro-life' party, one is more important. |
John Tamny, RCM "I want to be back in business right this second. But we've got to be smart about it. What happens if we open too soon and contribute to an outbreak? Traced to the Plaza Theater! You know... |
Nathaniel Lash & Gus Wezerek, New York Times It?s among the states least ready to roll back restrictions. |
Jeffrey Tucker, American Institute for Economic Research Two months ago, it had been mandatory in my local grocery to use only shopping bags brought from home. Plastic bags were illegal by local ordinance. Then the virus hit. Suddenly the opposite was true. It was illegal to bring bags from home because they could spread disease. Plastic bags were mandatory. As a huge fan of plastic bags, I experienced profound Schadenfreude. It’s amazing how the prospect of death clarifies priorities. |
Alexander Salerno, CNN Because the United States outsources the production of medical supplies and test components to countries like Italy and China, we are in the midst of the greatest supply shortage I've ever seen, writes Alexander Salerno, a primary care physician at Salerno Medical Associates. |
John Daniel Davidson, The Federalist When the lockdowns began last month, we were told that if we didn’t stay home our hospitals would be overwhelmed with coronavirus patients, intensive care wards would be overrun, there wouldn’t be enough ventilators, and some people would probably die in their homes for lack of care. To maintain capacity in the health-care system, we all had to go on lockdown—not just the big cities, but everywhere. |
Andrew Sullivan, New York Magazine The psychological damage from the deeply unnatural way of life under coronavirus lockdown is only going to intensify. |
Market Minder, Fisher Investments Despite record spending to battle coronavirus containment's fallout, we don't think debt doom awaits. |
Christoph Gisiger, themarket Fred Hickey, editor of the investment newsletter «The High-Tech Strategist», warns that the stock market is still in a bubble. The veteran investor says why he avoids red hot technology stocks like Amazon and instead bets his money on gold mining companies. |
Lloyd Doggett & Sheldon Whitehouse, USA Today |
Harold Furchtgott-Roth & Kirk Arner, RealClearMarkets While COVID-19 has exacted a heavy toll on millions of people around the globe, it's also inspired the generosity of millions more. Bars, fashion designers, and even tech... |
Richard Moody, Regions Bank |
Collin Martin, Charles Schwab With the corporate default rate rising, investors may be wondering what they should do if their corporate bond issuer goes bankrupt. |
Binky Chadha, Deutsche Bank Group |
Jeffrey Buchbinder, LPL Financial |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Peter Hooper, Deutsche Bank Group |
Julie Segal, Institutional Investor Value and small cap normally standouts during recoveries are dismal. |
Amina Mohamed, Project Syndicate Africa has learned the hard way that international cooperation is key to saving lives and extinguishing epidemics. But the mixed global response to the current COVID-19 pandemic, with many countries closing their borders and restricting exports of vital goods, suggests that the world is forgetting this lesson. |
Nicholas Frankovich, National Review As supply chains are reconstituted and some production re-domesticated, look for inflation, possibly in double digits. |
Nawaf Obaid, CNN Business The industry has been hit by a perfect storm of historically depressed energy demand due to coronavirus containment efforts and the unwillingness of main oil producing countries to agree to the production cuts necessary to lift prices. |
Mario Loyola, The Atlantic Free market conservatives are suddenly high on big government. |
John Rekenthaler, Morningstar The investment hope is to sell them to greater fools. |
Barry Ritholtz, Yahoo Finance You are not Jim Simons. Or Bill Ackman. Or Howard Marks. Or Warren Buffett. Get over it. |
George Friedman, MarketWatch Russia's economy and power is highly dependent on oil and energy prices |
Bill Gates, The Washington Post Before the United States and other countries can return to business and life as usual, we will need some innovative new tools that help us detect, treat and prevent COVID-19. |
Bernard Avishai, The New Yorker It is a portent of a more fragile global system according the Nassim Taleb. |
Bruce Jacobs, Knowledge@Wharton Cheap credit causes problems. |
Morgan Housel, Collaborative Fund Some things never change. Our perception of them does. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Caroline Baum, MarketWatch An America that isolates itself from the world would be a poorer America |
Daniel Matamala, @ProMarket_org Why does “saving the economy” still seem like a euphemism for the benefit of some unscrupulous few? |
Michael Batnick, The Irrelevant Investor The winners are being separated from the losers. |
Maxwell Strachan, Vice Many experts want the WFH workforce to stay put until a vaccine is approved. If you do head back, expect indoor masks, staggered schedules, small meetings, and the death of open-office plans. |
James Picerno, The Capital Spectator Will the traditional asset allocation model continue to provide acceptable returns? |
Stephen Clapham, Behind The Balance Sheet Thoughts on issues we may have to think about when investing post crisis. |
Stan Matwin, Project Syndicate It has now become clear that the only way to protect public health and restart the economy is gradually, through widespread tracking and tracing. But to make such systems palatable in the world's democracies, regulatory and technological hurdles will need to be cleared. |
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