04/10/2021
Today Neil Irwin, NY Times Recent setbacks raise doubt about how quickly businesses can respond to customers who seem intent on spending freely. |
German Lopez, Vox Biden's first budget proposal embraces bigger government. |
Seth Berenzweig & John Tamny, The Capitol Brief Should companies mix politics with business? We take a deep dive on the new Georgia Voting Law and Coca Cola, Delta Airlines, Major League Baseball and other... |
Christian Britschgi, Reason The White House is proposing an 8.4 percent boost in discretionary spending, which comes on top of Biden's $1.9 trillion pandemic relief bill, and his proposed $2.3 trillion American Jobs Plan. |
Michael Johnston, Evergreen Gavekal During the first quarter of 2021, one of the hottest topics in financial circles was the sudden rise in bond yields. As a result, analysts and pundits from around the financial world pontificated as to whether this sharp spike would derail the bull run in equity markets. |
Ben Popken, NBC News The number of job vacancies soared to nearly 15 million by mid-March, up from 10 million before the pandemic began. |
Brett Arends, MarketWatch The future probably won't look like the past |
Howard Lindzon, Howard Lindzon I believe we live in this era of tiny bubbles and tiny bear markets. I imagine it is from the wacky cocktail of technology and endless government money printing. COVID mixed in has juiced the tiny bubbles and tiny bear markets. |
Erik Schatzker, BusinessWeek The fast rise and even faster fall of a trader who bet big with borrowed money. |
John Rekenthaler, MStar Their economies have astonished; their stock gains, not so much. |
Stephen J. K. Walters, City Journal To help close the racial wealth gap, slash Detroit's confiscatory property tax rate. |
Leke Oso Alabi, FT Alphaville We need to avoid a socio-economic fallout akin to the 1980s, when Thatcher upended the coal industry |
Chris Edwards, Cato Institute Nations competing to have better policy is not a zero‐sum game. |
Carrie Schwab-Pomerantz, Charles Schwab When it comes to maintaining good credit, don't let myths and misconceptions fool you into bad decisions. |
Bret Swanson, American Enterprise Institute |
Richard Moody, Regions Bank |
Market Minder, Fisher The latest data are fueling rather rosy expectations for the US economy. Take it with a big grain of salt. |
Dan Mitchell, International Liberty Way back in 2007, I narrated this video to explain why tax competition is very desirable because politicians are likely to overtax and overspend ("Goldfish Government") if they think ta… |
Solomon Teller, Green Harvest Asset Management |
Dana Peterson, CNN Based on the current factors at play, fears of dire, long-lasting inflation are likely overblown. |
Dani Rodrik, Project Syndicate The US administration's proposed $2 trillion infrastructure package could transform the US and set an important example for other developed countries to follow. But to achieve its potential, the plan must avoid misleading state-versus-market dichotomies and outdated Cold War tropes. |
John Schwartz, New York Times Dive down a rabbit hole and explore nonfungible tokens, multimillion-dollar digital art and the nature of reality. |
Eric Boehm, Reason Global supply chains beat government-directed manufacturing once again. |
Bill McBride, Calculated Risk There is discussion of another housing bubble. I wouldn't call the current situation a "bubble". |
Editors, Morningstar These wide-moat firms are currently undervalued. |
Andrew Wilford, Reason Corporations get attacked for not paying taxes in a certain year, but they're just spreading out their losses. |
Allison Schrager, CJ If President Biden really wants to raise revenue, there are better ways to do it. |
Gregg Wolper, MStar IVA had an auspicious launch, an unusual life, and a startling end. |
Ben Carlson, A Wealth Of Common Sense There's no question residential real estate in the United States is on fire. The latest Case-Shiller Index data showed an 11% year-over-year increase:And this data is only through January. |
Caleb Watney, Agglomerations We need to rapidly expand vaccine manufacturing around the world — are IP suspensions the best way to do it? |
Editors, OilPrice.com Rio Tinto has kicked off lithium production from waste rock at a plant located at a borates mine it controls in California |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Timmer, Ars Technica Across many experiments, participants tried to fix problems by adding stuff. |
David Merkel, The Aleph Blog Our culture thinks prosperity is its birthright, and so we incur many debts. |
Michelle Celarier, Institutional Investor Jim Chanos' Kynikos Associates and Jim Carruthers' Sophos Capital got much smaller in 2020, according to new regulatory filings. |
Jerusalem Demsas, Vox Housing prices are out of control. Biden's infrastructure bill could be the first step — of many — to changing that. |
Gordon Corera, BBC News Their predictions include growing uncertainty and instability, and more polarisation and populism. |
Ned Temko, Christian Science Monitor Big government has been out of fashion for 40 years. Now the authorities everywhere are using state spending to prime the post-pandemic economic pump. |
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