06/28/2021
Today Thornton McEnery, MarketWatch The mothership message board is less popular than ever among die-hard retail investors, and that could be great news for the future of retail investing. |
Charles Gasparino, NYP The collapse of Fannie Mae and Freddie Mac should serve as a cautionary tale to illogical investors looking to hop onto meme stocks like AMC Entertainment and Gamestop, Charles Gasparino writes. |
Kim Iskyan, AC Excess capital often leads to cash brain, a cognitive deficit syndrome affecting not only civilians but corporations. |
Market Minder, Fisher Investments P/Es and lending and dot plots, oh my! |
John Tamny, Forbes Does anyone outside the cushy world of policy really believe the Fed is powerful? |
Hayes Brown, MSNBC Our choices are societal collapse or save a few billion dollars — and the Senate has to think about it. |
Bernie Sharfman, RCM As sure as there is going to be a hurricane season, mandatory climate-change disclosures of public companies, and perhaps private ones as well, are on their way. In March, the Securities and Exchange Commission (SEC) requested public input on what these new disclosures should be. In May, SEC Commissioner Allison Lee presented in a speech a legal analysis of the SEC's authority to require such disclosures, even if the disclosures are not material to a reasonable investor. She based this analysis on wording found in the federal securities law that repeatedly states that the SEC has authority to... |
Brendan McDermott, The Hill Even if lawmakers fund Biden's plans through higher taxes on corporations and the wealthy, they would need to raise taxes even further to fund the government we already have. |
Andrew Wilford, RealClearMarkets As negotiations continue on a bipartisan infrastructure agreement, certain members of Congress from high-tax states are desperate to tack on a repeal of the $10,000 cap on the state and local tax (SALT) deduction. So desperate, in fact, that they're inventing a fantastical narrative that they're doing so on behalf of labor unions, not the wealthy. |
Clare Anne Ath, Washington Examiner Prior to the pandemic, women made up more of the labor force than men, earned more degrees than men, and held more than half of management occupations. |
Jessica Camille Aguirre, New York Times An activist investment firm won a shocking victory at Exxon Mobil. But can new directors really put the oil giant on a cleaner path? |
Bob Zeidman, RCM Republicans and Democrats agree on very little these days. One supposed ray of hope is that many members of both parties agree that Big Tech needs to be broken up. Though their motives are different, they're happy to join forces for this particular goal. The Ending Platform Monopolies Act was just proposed in the Senate with bipartisan support. This bill would split up big tech companies or force them to spin off divisions into separate businesses. For example, YouTube would probably become independent from Google. Instagram might be separated from Facebook. Perhaps Whole Foods would be spun... |
Michael Iachini, Charles Schwab An index ETF-only portfolio can be a straightforward yet flexible investment solution. |
Benjamin Yount, The Center Square (The Center Square) – The latest snapshot of Wisconsin businesses once again shows there are a lot of open jobs and not a lot of people to fill them. |
Jeffrey Kleintop, Charles Schwab It's possible that good data could be interpreted as bad news for U.S. markets in the near-term as strong economic data could prompt the Fed to unwind earlier. |
Richard Moody, Regions Bank |
Various, American Bankers Association |
Richard Moody, Regions Bank |
Julie Ryan Evans, MagnifyMoney 40% of investors said they have taken on debt to invest, including 80% of Gen Zers and 60% of millennials. |
Herbert Hovenkamp, ProMarket Some of the bills currently debated in Congress regarding Big Tech could affirmatively harm competition, hurting both consumers and labor. |
John B. Taylor, Project Syndicate As in the stagflationary 1970s, the US Federal Reserve is once again denying that its own policies are the reason for a recent surge of inflation, even though there is good reason to think that they are. It is not too late to learn from past mistakes and reverse course – but the clock is quickly ticking down. |
Keonhee Kim., Morningstar Whether you're new to the market or not, there's a lot to learn from Berkshire Hathaway's leader. |
Jeanna Smialek, New York Times A longtime leading man of economics is no longer making America's policies. He's still driving a critical conversation around them. |
Irina Slav, OilPrice.com The solar industry is on a mission to take over the world, but a new, especially unlikely, enemy has joined the fray |
Lulu Yilun Chen, BBW Ant has lost at least $70 billion in value since its scuttled IPO, and companies from Tencent to JD.com are under pressure, too. The winners? The country's state-backed banks. |
Anna North, Vox Workers are quitting their jobs. But are they getting better ones? |
Vincent Deluard, Evergreen Gavekal Go to China for bonds and the US for stocks. |
Christian Britschgi, Reason San Francisco politicians are raising eyebrows at the high costs of an emergency program that provides secure camping sites to the city's homeless. |
Bryce Coward, Knowledge Leaders A steepening yield curve favors value stocks. |
Lauren Smiley, Wired Jeffrey Fang was a ride-hailing legend, a top earner with relentless hustle. Then his minivan was carjacked—with his kids in the back seat. |
Ali Breland, Mother Jones The company's cutthroat corporate culture cripples critical coverage—and your right to know. |
Jeffrey Carter, Points and Figures People are really upset that Peter Thiel was successful. He took a Roth IRA and converted it from $2000 to $5 billion dollars. He did it by shrewdly managing money and investing. |
Marc Andreessen, Future How did we overcome COVID? Technology... |
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