08/04/2021
Today Jason Trennert, Strategas Research Partners The problems we anticipate are usually fixed. |
Joseph Calhoun, Alhambra Investments They're out there panicking right now. I can feel it. They're out there. They're panicking. Look at them. - Eddie Murphy as Billy Ray Valentine in Trading Places I thought of that scene the other day when a good friend in the investment business told me that investors today are panicking into the market rather than out |
Ken Fisher, RealClearMarkets Break up Big Tech! So cry pundits and politicos alike. They claim these humongous firms stifle competition and innovation while greedily gobbling endless profits. With Congress relatively gridlocked, the sweeping regulation critics seek is unlikely. It's also unnecessary, even harmful. Why? Big Tech's wild success doesn't thwart competition. It sparks it! This feature of capitalism's "invisible hand" will eventually keep today's titans in check while creating innovation—without wrecking markets. Here is why. |
Ira Stoll, New York Sun The hottest policy fight in Washington might be between President Biden and Vice President Harris. The conflict is over whether businesses should invest here in the United States, or south of the border in Central America. The stark contrast between |
Vivekanand Jayakumar, The Hill The Fed should bring about an early end to its asset purchase programs and consider taking steps to initiate tapering of mortgage-backed securities at its upcoming September meeting. |
Alex Azar, New York Times I oversaw the vaccines. They are safe, and they work. |
Jeffrey Tucker, Brownstone Institute Refusal to admit failure is costing us dearly right now, as they added layer upon layer of compulsion as a cover for honestly coming to terms with the appalling mess of the last 18 months. |
Kelsey Piper, Vox The "degrowth" movement to fight the climate crisis offers a romantic, utopian vision. But it's not a policy agenda. |
Vijay Jayaraj, RealClearMarkets Many of us living in cities of advanced economies are ignorant of environmental factors critical to producing crops that maintain global food security. The mainstream media have not helped either. Instead of informing people about realities of the agricultural sector, the media function as climate catastrophists. However, contrary to popular notions about environmental degradation, countries are producing record harvests because of favorable conditions and technological development. |
Antoine Gara, Forbes After years battling Silicon Valley skeptics and Wall Street adversaries, Michael Dell has pulled off the deal of the century, borrowing and flipping his way to a $50 billion fortune. |
Jordan Weissmann, Slate The Shiba Inu memes are howling—and it turns out they also have teeth. |
Alison Green, New York Magazine To show employers you're exceptional, and find out if it's the right job for you. |
Lawrence Gillum, LPL Financial Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed income markets. As pointed out in the LPL Research Market Blog on Monday, August 2, stocks have historically been relatively weak in August and September. This temporary increase in equity volatility is tough for equity investors, but can core fixed income investors glean anything from a traditionally volatile period for equity markets? Because of the seasonal patterns in the equity markets, changing investor risk sentiment in August could make core bonds more... |
David Kastner, Charles Schwab We recently downgraded our rating on the Energy sector. Here's why. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Jeff Erber, Grey Owl Capital Management |
Liz Ann Sonders & Kevin Gordon, CS As anticipated, corporate earnings are set for another stellar quarter; but with peak growth rates likely behind us, the road ahead gets choppier. |
Liz Ann Sonders, Charles Schwab The Federal Reserve left its interest rate and balance sheet policy unchanged; but is opening the door a bit more to tapering its bond purchases. |
Richard Moody, Regions Bank |
John McGinnis, City Journal In Illinois, J. B. Pritzker is accelerating an already fast-moving decline. |
Zeeshan Aleem, MSNBC Republicans are using anti-BDS laws to punish a company for dissenting. Sounds like cancel culture run amok? |
Joseph Chamie, The Hill The world population is unlikely to collapse soon, and the imagined demographic outcome of some billionaires is by no means the greatest risk to the future of civilization. |
Peter Earle, AIER "Private space programs are commercial endeavors in the short term, philanthropy over the long term - on an epic scale. Expecting public magnanimity was probably foolish." ~ Peter C. Earle |
Stephen McBride, RiskHedge Ready to have your mind blown? |
Christopher Helman, Forbes Bitcoin mining wastes enough power annually to power Belgium, unnecessarily adding 40 million tons of carbon dioxide to the atmosphere each year. |
Anneken Tappe, CNN Americans are trickling back to their pre-pandemic workplaces, but most offices are still largely empty. And that's affecting local economies in a major way. |
Jariel Arvin, Vox Bandits have extorted $4.9 million from ordinary Nigerians this year. |
Bruce Thompson, Washington Examiner President Joe Biden and congressional Democrats want to increase the corporate tax rate to pay for more spending programs. But raising the corporate tax rate above the tax rates our foreign competitors pay would put U.S. companies at a competitive disadvantage and harm U.S. workers, consumers, and… |
Paul Krugman, New York Times A weird, though not symmetric, role reversal on economic rhetoric. |
Joel Zinberg, New York Post The CDC's sudden reversal on public indoor masking in response to the COVID-19 Delta variant will undermine the Biden Administration's efforts to ensure all Americans are fully vaccinat… |
Mark Whittington, The Hill The suborbital jaunts accomplished by some billionaires were not just expressions of egos. They constituted the next steps in the creation of a brand-new industry, space tourism. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Yves Smith, Naked Capitalism Didi has a more commanding position than Uber in a fundamentally more attractive market, yet has been hemmorrhaging money. |
Austin Vernon, Austin Vernon Tunnels are getting cheap and that makes a big difference. |
Jamie Powell, FT Alphaville The benchmark government bond didn't trade Tuesday. |
Johann Colloredo-Mansfeld, Verdad Hedge funds are meant to hedge. |
Eric Boehm, Reason New GAO report says the process for determining which companies could avoid paying those tariffs was rife with "inconsistencies" and poorly documented decision-making. |
Nouriel Roubini, PS Within the space of just half a year, US President Joe Biden has completed a necessary economic-policy regime shift that started chaotically under his predecessor. But while the Biden administration has a much better handle on the issues, that doesn't mean the new dispensation will be without risk. |
John Rekenthaler, MStar The investment math is surprisingly messy |
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