04/07/2021 Today
Elisabeth Dellinger, Fisher You won't get this nexus of fads in a typical early bull market. |
Howard Gold, MarketWatch Ramped-up COVID-19 vaccinations, huge fiscal stimulus and a quick economic recovery give U.S. stock markets a big edge over developed markets and emerging... |
Richard Rahn, The Washington Times How much should the U.S. spend on infrastructure projects? President Biden has just proposed to have the government spend approximately $2 trillion dollars on "infrastructure" projects. |
Mary Harris, Slate Get in, Jack—we're transforming American infrastructure. |
Paul Katzeff, IBD Joe Biden's tax plan is really several tax plans. Bottom line: Tax rules for individuals are in flux. Some are heading up, others down. |
Mahesh Ramanujam, RCM Eulogies for the office were abound for months. Just a few years after massive building sprees in Silicon Valley, the coronavirus pandemic led tech giants like Twitter to offer working from home forever. Not so fast, said Google, suggesting a hybrid work model instead. Even the CEO of Zoomargued that videoconferencing won't replace office life anytime soon. Not to mention the industries - health care, manufacturing, retail and transportation - that simply cannot work from home. |
E.J. McMahon, NYP Back on Jan. 19, Governor Cuomo presented an Executive Budget calling for a temporary $1.5 billion personal income tax increase targeted at New York's highest earners. The left-leaning Democratic s… |
Alex Angelillo, RCM 1776 was quite a year for faith in markets. In March, Adam Smith made the case for a light touch on taxes and trade in The Wealth of Nations. His work would become the foundational text for supply side economics. In July, Thomas Jefferson's Declaration of Independence stated the purpose for the revolution that had begun fifteen months earlier: an unrelenting belief among the colonists that a society organized by the individual wills of a free and independent people best protects the inalienable rights of all. As nations put these ideas into action over the next two centuries, billions escaped... |
Davis Richardson, Worth While Bitcoin has smashed record-high after record-high this past year, low market cap "alt-coins" are where savvy investors currently find the biggest returns. |
Jeffrey Tucker & Peter Earle, AIER "Governments who attempt to create their own crypto now are merely seeking to bathe in the warmth of one of our epoch's greatest creations even while they eschew everything that made Bitcoin and other tokens so wonderful. The market itself is now in a position to decide. In the long term, the... |
Hayes Brown, MSNBC.com The GOP is out of ideas that don't involve fighting "cancel culture." |
A.J. Rice, RCM Making a SEAL team used to mean cutting the mustard. It meant being one of the minority who are even accepted for training to make it through training. It will soon mean being a minority. A face. A color. A pair - or not. And what you do with what you've got in your shorts. Not whether you can run 1.5 miles in less than 10 minutes and 30 seconds. Or swim 500 yards in less than 12 minutes and 30 seconds. Do at least 50 pushups and ten pull-ups. That's to get into the SEAL training program. |
Solomon Teller, Green Harvest Asset Management |
Brian Wesbury & Robert Stein, First Trust Advisors |
Ryan Detrick, LPL Financial Research Monday, April 5, 2021 Top Story Raising Forecasts…Again |
Richard Moody, Regions Bank |
Jeffrey Kleintop, Charles Schwab Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin. |
Ryan Detrick, LPL Financial Research Market Blog Wednesday, March 31, 2021 |
Matthew Luzzetti, Deutsche Bank Group |
Paul Merriman, MarketWatch Patience, luck and how much you put away all play a role |
Lili Pike, Vox The American Jobs Plan proposes taking away major tax breaks for the fossil fuel industry. |
Patricia Cohen, NYT FedEx and Nike are among those found to have avoided U.S. tax liability for three straight years. |
Dan Mitchell, International Liberty There are two big policy debates about business profits. The first is whether profits are good or evil. I pick the former. Profits are something to applaud, assuming they are earned honestly (i.e.,… |
William Moloney, The Hill Decline is a relative term, but clearly by a preponderance of measures America is declining while China is ascending. |
Pete Hegseth, Fox News Historians will marvel that politicians chose economic desperation to fight a virus. |
Editorial, The New York Sun Our favorite story about Robert Mundell, the Nobel laureate in economics who at age 88 died Sunday at his villa in Italy, illuminates what a country would do for an hour of his time. It was the late 1980s. We were based in Brussels as an editorial |
Brian Riedl, The Dispatch It sets aside $400 billion for long-term health care for the elderly but only $115 billion for roads, highways, and bridges. |
Anna North, Vox America's child care system is broken. But Biden isn't tackling it — yet. |
Editorial, NYT Many homeowners are paying a total of billions of dollars extra because of inequities in assessing property values. |
Charles Gasparino, New York Post The full postmortem on Archegos Capital won't be written for a while, but one thing is already clear: This little-known hedge fund run by a trader named Bill Hwang has become the latest lightning r… |
Joseph Chamie, The Hill Resolving America's retirement riddle is needed due to Social Security's long-term financing problem — Social Security trust funds are projected to be insolvent by 2035. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Scott Grannis, Calafia Beach Pundit Monetary policy is easy and so is fiscal policy. |
Michael Hendrix, City Journal The Biden infrastructure bill is a Democratic wish list of wasteful spending. |
Rusty Guinn, Epsilon Theory Modeling common knowledge by analyzing missionary statements and their reverberations works. Except when it doesn't. Understanding changes in the big, zeitgeist-defining narratives, in the water in which we swim, means developing a way of thinking about the barriers that make it harder for the crowd to change its mind. |
Zach Weissmueller & Justin Monticello, Reason Fiscal hawks have been sounding the alarm about rising debt levels for decades, but their nightmare scenario of runaway inflation hasn't come to pass. How do we know if this time is different? |
Jay Kaeppel, SentimenTrader We are conditioned to cheer good economic news and to rue bad economic news. When it comes to investing in stocks this little bit of human nature can be counterproductive. The ISM Purchasing Managers Index (PMI) provides a classic case in point. |
Conor Friedersdorf, The Atlantic In Evanston, Illinois, a Black parent and school-board candidate takes on a curriculum meant to combat racism. |
Lakshman Achuthan, CNN Presidents typically get too much credit -- or blame -- for the US economy's current performance, while the unseen drivers of the economic cycle get way too little. | |
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