05/22/2021
Today Binyamin Appelbaum, NYT The decision-making theatrics of Amazon, Facebook and other tech companies underscore the need for government to play a larger role. |
Steven Greenhut, Reason California has morphed from a land of limitless opportunity to a highly regulated land of limits and control. No wonder so many people are leaving. |
Karol Markowicz, City Journal A lifelong New Yorker wonders if the city can still be home. |
Seth Berenzweig & John Tamny, The Capitol Brief From mainstream media to politicians, inflation continues to be mis-reported and misunderstood. Seth Berenzweig and John Tamny break it down. |
Christine Benz, Morningstar With some planning and awareness, you can steer your retirement fund safely through times of inflation. |
Jeffrey Tucker, RealClearMarkets With all the talk about vaccine passports, many have pointed out that they seem to violate the spirit of existing law. The Health Insurance Portability and Accountability Act includes a privacy provision. This, according to the CDC, protects "sensitive patient health information from being disclosed without the patient's consent or knowledge." The law is popular because it seems to protect individual privacy. Plain people like me might justly suppose this would prohibit government or private parties from demanding to know whether I am vaccinated against Covid-19. After all, an untold number... |
Jeff Sommer, New York Times Big stock funds own increasingly large chunks of publicly traded companies, leaving fund shareholders without a vote on corporate governance. But there's a better way. |
Robert E. Wright, American Inst. For Economic Research "If only Americans would develop immunities against overreaching government! Right now, Uncle Sam is more likely to stab you in the back than to have your back. Scamerica will grift ever more fraudulently until government sheds its paternalistic mask and once again lets children be children. |
Tim Schwab, The Nation Fully reckoning with Bill Gates means not just focusing on how he treats women—vital as that is—but also confronting our own deep-seated worship of wealth and hard-wired belief in hero narratives. |
Nick Bilton, Vanity Fair Welcome to the era of "pump and dump," where investors bummed about missing out on getting rich with Bitcoin are being taken for rides by online jokesters pushing tokens with nonsensical names and no clear value. |
Tom Orlik, BusinessWeek A trawl through 30 years of data traces the evolution of superstar firms, a difficult-to-tame species. |
Zhang Jun, PS In the last few years, the view of China as a strategic rival has taken over the American political mainstream, with leaders largely choosing confrontation over cooperation. Two features of this shift stand out: how quickly it occurred, and the extent to which Americans - and their leaders - have united behind it. |
Liz Ann Sonders, Charles Schwab Inflation has become an obsessed-about topic; with the latest CPI report reinforcing inflationists' fears. Is the Fed right that it's only a "transitory" problem? |
Brian Riedl, Manhattan Institute As structural budget deficits grow to trillions of dollars and politicians promise even more spending, taxing the rich has become a popular solution to finance expanded government. But large tax increases on high earners not only are insufficient to close much of these budget gaps; they would... |
Lawrence Gillum, LPL Financial Market Blog Tuesday, May 18, 2021 |
Carrie Schwab-Pomerantz, CS If being home a lot has you eyeing a remodel, be sure to think about the emotional as well as the financial issues. |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Sue Halpern, The New Yorker For years, businesses have resisted efforts from the federal government to hold them to robust cybersecurity standards. |
Rani Molla & Peter Kafka, Vox It probably won't look like this for long. |
Katharina Pistor, Project Syndicate The story of Facebook's failed effort to launch a global digital currency and payment system is reminiscent of the historic struggle between secular and religious authorities. One clear lesson for other monetary aspirants is that it is risky business to reach for the crown jewel of state sovereignty. |
Stacy Cowley, New York Times Overwhelmed lenders and panicking borrowers are in a frenzy to grab the remaining money in the small business relief program. |
Susan Dziubinski, Morningstar These undervalued stocks are among the holdings in Berkshire Hathaway today. |
Daniel Raisbeck, Reason More Puerto Ricans live in the 50 states than on the island, and it's not hard to see why. |
Morgan Housel, Collaborative Fund What is the optimal amount of BS I can put up with and still function in a messy and imperfect world? |
Margaret Taylor, Wired UK Apple's iOS 14.5 update has triggered an unstoppable collapse in Facebook's ability to collect user data |
Neil Irwin, NYT Focus on exactly how and why prices are changing over time, and how these shifts might affect you. |
Christine Benz, Morningstar What ails many portfolios--and what can fix them--is actually pretty mundane. |
Lydia DePillis, ProPublica An online lending platform called Kabbage sent 378 pandemic loans worth $7 million to fake companies (mostly farms) with names like "Deely Nuts" and "Beefy King." |
William Finnegan, The New Yorker In a time of changing sensitivities, an ancient sport struggles to justify itself. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Michael W. Green, Bari Weiss Peter Thiel's former portfolio manager says that the crypto narrative is built on half-truths and a nonchalance about the security provided by the nation-state. |
Charlie Bilello, Compound Advisors Bond returns can't match the past 40 years. |
Larry Elliott, The Guardian Countries came together early and decisively to fix a broken global system. The same ambition is needed today. |
Barry Ritholtz, The Big Picture Sorry, Steve: Here's Why Apple Stores Won't Work... |
Steven Vannelli, Knowledge Leaders We believe the US technology sector has reached a level of valuation such that it is has the potential to substantially subtract from portfolio returns going forward. |
Kendra Nordin Beato, CSM Hunger in America isn't a new problem but the pandemic added new challenges – and innovations – to existing complexities of food assistance. |
Preston Caldwell, MStar We expect a mid-single-digit impact to average U.S. equity valuations. |
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