12/05/2020
Today N. Gregory Mankiw, The New York Times Economists don't entirely know why rates have been so low for so long, or whether they will turn out to be mainly a boon or a danger. |
Mark Decambre, MarketWatch An often-cited measure of stock valuations, popularized by Warren Buffett, is affirming a growing fear on Wall Street: equity prices are richer than their fundamental underpinnings. |
Alex Bhattacharji, Inc. Presenting Inc.'s Company of the Year: A medical supplier in remote Maine executed a lightning-fast expansion to meet an historic challenge. |
Amy Whyte, Institutional Investor The value premium is highest after extreme upturns and downturns but nearly nonexistent any other time, academic researchers argue. |
Kerry Jackson, City Journal California is shedding residents and businesses. |
Editors, The Christian Science Monitor The huge setback for humanity need not lead to a bleakness about the future. One lesson lies in the last crisis that was fully global. |
Yu Yongding, Project Syndicate In 2020, China's economy will probably grow by 2-2.5% significantly better performance than the other major economies, which are facing contractions. But China still faces serious challenges, which can be addressed only by implementing a more expansionary fiscal policy in the near term. |
Ash Staub, Human Events A plot against small businesses? |
Jeff Good, CNN Business I shut down in March. Without more government assistance I'll have to shut down again. And this time it will be permanent. |
David Hay, Evergreen Gavekal |
Daniel Riley, GQ Yes, there was suffering, heartache, and noise. But if you look carefully, this strange year also served up something surprising: reasons to be hopeful. Here are 18 new ideas that just might shape our whole future. |
Sara Morrison, Re/code Retailers track your every move in exchange for coupons and convenience |
John Merrifield & Matthew McGehee, Inst for Objective Policy |
Carrie Schwab-Pomerantz, Charles Schwab What are fractional shares? This week's Ask Carrie explains how they work and how they can make stock investing easier and more accessible. |
Brad McMillan, Commonwealth Financial Network |
Brian Wesbury & Robert Stein, First Trust Advisors |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Joshua Gottlieb & Avi Zenilman, University of Chicago |
Cooper Howard, Charles Schwab We expect the municipal bond market to return to a sense of normalcy in 2021. |
John B. Taylor , Project Syndicate Former US Federal Reserve Chair Janet Yellen's forthcoming appointment to lead the Department of the Treasury is good news for advocates of rules-based monetary policymaking. Following a period of emergency measures, what the US needs now is a return to clear and predictable decision-making. |
Morgan Housel, Collaborative Fund The ease of underestimating how bad things can be in the short run and how good they can be in the longer run is a leading cause of bad forecasts, bad decisions, and confused people. |
Evan Simonoff, Financial Adviser Waiting for value stocks to end their lagging performance versus glitzy growth has become as exhausting and surreal as waiting for Godot. |
Rani Molla, Vox A look at what's in store for Zoom in a post-pandemic world. |
Dirk Auer, Quillette Around the globe, governments are looking for ways to tax, fine, regulate, or break up Big Tech—part of a reaction against companies like Google and Amazon that has become known as the “techlash.” |
Max Gulker, Reason The current administration's trade policies have left the incoming president some low-hanging fruit. |
Issi Romem, The New York Times One long-lasting result of the pandemic may be innovations that make home buying faster. |
Katherine Mangu-Ward, Reason.com Fans of limited government have a lot to be happy about. It's much harder to go big when you are constantly at risk of being told to go home. |
Joseph E. Stiglitz, Project Syndicate Although the United States has survived four years of gross incompetence and pathological mendacity, it now faces the daunting task of achieving a sustainable post-pandemic recovery. Fortunately, no one is better equipped to deal with today's economic challenges than the next US treasury secretary. |
Robert Wright, AIER In the end, then, the hip hop group Public Enemy was actually the investing public’s friend; when it comes to ESG, “Don’t Believe the Hype” because investors “Can’t Truss It.” |
Milton Ezrati, City Journal To stimulate economic recovery, the Fed needs to get out of its own way. |
Francis Suarez & Eric Garcetti & Ankur Jain, CNN There's $45 billion tied up in security deposits. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Ian Frisch, Esquire The inside story of a black sheep hedge fund, their massive bet that shopping malls would crash, and how they proved Wall Street wrong. |
Nick Maggiulli, Of Dollars & Data On personal finance experts and why getting rich in theory isn't the same as getting rich in practice. |
Ironman, Political Calculations Like the month that preceded it, November 2020 was a strong month for dividend paying stocks in the U.S. stock market. |
Barry Ritholtz, The Big Picture The truth is that nobody knows what will come next year. |
James Picerno, The Capital Spectator The Treasury market’s inflation forecast broke above its pre-pandemic high this week, fueling speculation that a new era of firmer pricing pressure is dawning. |
Scott Sumner, The Money Illusion Inflation expectations have risen, Told ya so. |
Julie Segal, Institutional Investor There are plenty of investment opportunities to go around â?" yet investment professionals spend their time fighting over the limited alpha in tradable markets. Rishi Ganti and Orthogon Partners have a different idea. |
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