05/01/2020
Today Barry Ritholtz, Bloomberg |
Paul Krugman, New York Times What's bad for America is sometimes good for the market. |
John Tamny, RCM "Martin, you can never, ever trust the communists." Those were the words of Martin Lee's father to son Martin in 1949. Subsequent history vindicated his advice, or warning. Luckily the... |
Michelle Toh, CNN Throughout most of this year, China has been living seven weeks into the future. The world's second largest economy was the first to be hit by the coronavirus outbreak. |
Ryan Browne & Elliot Smith, CNBC The transition away from the trading floor has not been flawless, and wild volatility in the financial markets hasn't helped. |
Mark Hulbert, MarketWatch Leadership has shifted from the largest stocks to the smallest, and that's bullish for the market |
Robert Crilly, Washington Examiner Key indicators suggest the country's recession could end by late summer if states pursue an aggressive reopening timetable, according to two economists advising President Trump on plotting a course out of the coronavirus downturn. |
Editorial, Issues & Insights Just this one provision will add 14 million unemployed and cut GDP by up to $1.5 trillion |
Ike Brannon & Kevin McGee, RCM Earlier this month the Supreme Court agreed to allow DACA recipient respondents in Wolf v. Batalla Vidal, one of the cases challenging the rescission of DACA, consolidated into DHS v. Regents of the... |
Ilana Kowarski, U.S. News & World Report THERE IS NO SECRET formula to writing a compelling personal statement for an MBA application, university admissions officials say. |
Alan Sytsma, New York Magazine As the coronavirus pandemic wears on and quarantine fatigue sets in, states are nevertheless easing social-distancing restrictions, and some early diners are starting to show up at restaurants. |
Joe Nocera, Yahoo News (Bloomberg Opinion) -- Three months after the first case of Covid-19 was diagnosed in the U.S., has the time come to start paying more attention to the critics? No, not the MAGA types foolishly protesting they have a constitutional right to endanger themselves and others by ignoring social-distancing |
Ryan Detrick, LPL Financial Research |
Richard Moody, Regions Bank |
Brad McMillan, Commonwealth Financial Network |
Carrie Schwab-Pomerantz, Charles Schwab There are many places to stash your cash, but the shorter your timeframe the more careful you need to be, says Carrie Schwab-Pomerantz. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Steven Englander, Standard Chartered Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Greggory Warren, Morningstar Insurance, railroads, and share buybacks are on Gregg Warren's mind ahead of Berkshire Hathaway's annual meeting. |
Peter Coy, BusinessWeek This earnings season is completely unreliable, so investors should focus long term, not just on quarterly reports. |
Jim O'Neill, Project Syndicate There is no telling whether equity markets are correct in defying the popular narrative about a coming Great Depression-scale downturn. Investors may be clinging to irrational hopes, or they may be betting that reports of the death of globalization have been greatly exaggerated. |
Paul Brandus, MarketWatch U.S. companies may go bankrupt, but Putin and MBS need petrodollars to keep their citizens from rioting |
Matt Egan, CNN Business The oil crash is blocking American frackers from accessing the cheap credit that fueled their prolific rise. That reversal of fortunes could prove fatal for overleveraged shale oil companies. |
Jon C. Ogg, 24/7 Wall St. Even in the toughest times, some companies still manage to generate dividend growth and prove that they have safe dividends. These 15 companies have announced dividend hikes in April. |
Allison Hope, New York Post Once-diehard urbanites who left Manhattan and Brooklyn for the suburbs are now renting long-term and even buying property to avoid returning to the pandemic-ravaged city. |
Ed Yardeni, Dr. Ed's Blog Now, submitted for your approval are the following surreal developments: |
Ed Yardeni, Dr. Ed's Blog Now, submitted for your approval are the following surreal developments: |
Benjamin Powell, Orange County Register President Donald Trump and governors around the country are clashing over who has the authority to decide when and how to “reopen” the economy. Yet government officials can’t know how to plan that reopening for precisely the same reasons that they can’t know how to plan an economy that’s already open. |
Jenna Cao, The New York Times When the government is mostly just helping big business, the rest of us have to begin to find a new normal, as best as we can. |
Alan Ohnsman, Forbes Six weeks ago, with U.S. stock indices and Tesla shares plunging, the odds Musk would achieve the first tranche of his 12-part $55 billion compensation package looked slim. Things have changed. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist Just where was the fire that caused the Federal Reserve to buy $1.3 trillion of treasury debt in a month -- financing all treasury sales and then some? |
Ben Carlson, A Wealth Of Common Sense Why value stocks do better during inflationary environments. |
Kim Hart, Axios Nearly one-third of Americans are considering moving to a less densely populated area because of the novel coronavirus outbreak, according to a Harris Poll survey released Thursday. |
Edward Harrison, Credit Writedowns Depth, diffusion and duration. |
James Hamilton, Econbrowser First quarter GDP contracted by 4.8%. Second quarter could be twice that. |
Jason Goepfert, SentimenTrader Stocks have rarely done this before |
Michelle Celarier, Institutional Investor The metamorphosis of former hedge fund manager and Epsilon Theory founder Ben Hunt. |
|
|
|
|
