10/01/2021
Today Allison Schrager, Bloomberg Helping you through all the numbers. |
Buck Sexton, American Consequences The charming land of koalas and Hemsworths finds its citizens now prisoners in one of the world's most draconian COVID lockdowns. |
Lananh Nguyen, New York Times This summer, a record low number of C.F.A. test takers passed the first level of the notoriously difficult exams, reviving an old debate about the merits of the qualification. |
Marcie Geffner, U.S. News & World Report Where you should be. |
O.H. Skinner, RCM A landmark opioid trial is getting underway in Cleveland. For the first time, pharmacies better known for selling everyday items like toothpaste and diapers will be on trial, and there will be far-reaching implications for big-ticket policy questions far afield of the opioid crisis. |
Jack Lew, CNN President Biden has a sensible solution: require financial institutions to report additional information about taxpayers, which the IRS can then use to determine who might be evading taxes. |
Chris Edwards, Examiner As Democrats try to push their tax and spending bills through Congress, there is a gulf between what they are promising and what their bills would actually do. |
James Pethokoukis, The Week Forget 'transformational.' Choose 'achievable' — for the sake of democracy |
Tracy Miller, The Hill Combining billions of dollars in government-funded rent relief with an eviction moratorium isn't the best way to help renters or reduce COVID's spread |
John McGinnis, Law & Liberty John O. McGinnis explains why state eviction moratoriums are a violation of the Constitution's Contract Clause. |
Vijay Jayaraj, RCM British Prime Minister Boris Johnson's call for aggressive action against a so-called climate crisis at the United Nations presages similar statements that surely will be made by the dangerously misinformed in the coming months and augurs disastrous energy policy. Humanity has to "grow up" and tackle climate change, the prime minister told world leaders assembled in New York, predicting catastrophe if warnings are ignored. |
Jonathan Russo, Worth The 50th edition of the Newport International Boat Show proved that American boats of all sizes and uses are still first in class. |
James Picerno, Capital Spectator After a summer of drifting lower and then holding in a range, the benchmark 10-year US Treasury yield is running higher this month. Does the jump mark a regime change after decades of trending lower? Or is this one more bout of noise? |
Ironman, Political Calculations If you had to pick one aspect of nearly American life that would be most measurably impacted by 2020's coronavirus pandemic, what would you choose? |
Thomas Kirchner & Paul Hoffmeister, Camelot Portfolios by Thomas Kirchner, CFA No Lehman or Minsky moment in sight. China's real estate market to crash. Domestic repression and international conflicts will cover up economic problems. The Evergrande default on $2 billion of Dollar-denominated foreign bonds itself, or the broader collapse of t |
Ryan Detrick, LPL Financial Research Market Blog Thursday, September 30, 2021 |
Servaas Storm, INET Going Down the Rabbit Hole at Jackson Hole |
Jeff Troutner, Equius Partners We've learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income. When you develop a deeper understanding of public markets, you can cultivate a sense of optimism about investing. |
Eswar S. Prasad, ProMarket Eswar Prasad explores the advantages that central bank digital currency offers relative to cash in battling corruption. |
Stephen S. Roach, Project Syndicate The new dual thrust of Chinese policy – redistribution plus re-regulation – will subdue the entrepreneurial activity that has been so important in powering China's dynamic private sector. Without animal spirits, the case for indigenous innovation is in tatters. |
Liam Vaughan, BBW New research shows insider trading is everywhere. So far, no one seems to care. |
Alex Williams, New York Times The creator of Freemans Sporting Club, who helped define the ye olde aesthetic of the early aughts, opens a country club in the Hudson Valley. |
Fred Wilson, AVC Early in the pandemic, we were all deluged with stories of tech workers, companies, and founders leaving Silicon Valley for Miami and Austin. And that was true. But from my personal experience, they also left for many other places too, including Los Angeles and New York City. |
Ian Thomas, CNBC Golf has soared in popularity amid the pandemic, and it appears that trend will continue as golf equipment and golf course rounds played has continued to spike. |
Graham Allison, The Hill The U.S. needs bold initiatives on legal immigration to sustain its lead over China in the technology race. |
Alberto Mingardi, AIER "Few of us would endorse the idea of marriages mandatorily arranged by parents for their kids. Why would we be happier with state paternalism deciding how society should be formed?" ~ Alberto Mingardi |
Jim Tankersley, New York Times The president canceled a trip to Chicago in an attempt to salvage a pair of bills containing trillions of dollars in spending on infrastructure, education, climate change and more. |
Steve Feinstein, The American Thinker Despite their supposed apolitical nature, some issues develop along hyper-partisan fault lines and become a litmus test in identifying where someone rests along the ideological spectrum. One might never think topics like patriotism or meri... |
Tom Joyce, Washington Examiner How should professional sports teams pay to build their stadiums? |
Dana Peterson, CNN Many were relieved to see that consumer prices rose by less than expected in August. But this unfortunately isn't the beginning of the end of inflation for American households. In fact, consumers may not see lower prices until the latter half of 2022. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Kyle Chayka, Kyle Chayka Industries How platforms mess with our tastes. |
Zachary Crockett, The Hustle Across the country, school districts are struggling to fill transportation jobs. The shortage helps explain systemic problems in the labor market. |
Ben Carlson, AWOCS A noticeable relationship has emerged this year between tech stocks and interest rates:When interest rates rise, tech stocks fall.When interest rates fall, tech stocks rise. But it isn't always that way... |
Mark Rzepczynski, Disciplined Global Macro Policy and economic differences will raise opportunities across all currency markets. |
Eric Lutz, Vanity Fair Companies like Tyson and United Airlines have seen vaccine rates skyrocket after imposing mandates for employees. |
Izabella Kaminska & Claire Jones, Financial Times The MMT solution raises its dismal head again. |
Susan Dziubinski, Morningstar These are the cheapest names in the Morningstar Wide Moat Focus Index--plus stocks the index has recently added and dropped. |
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