08/09/2021
Today David Beckworth, New York Times Jerome Powell's relationship-building efforts have built up political capital with both Republicans and Democrats, and helped insulate the Fed. |
John Tamny, Forbes The more a currency is being exchanged, the more that currency is logically trusted by producers. |
Market Minder, Fisher Investments Early 2021 provided a windowpane into euphoria—what does it mean for investors? |
Kim Iskyan, American Consequences At any moment, Xi Jinping could shut down CCP's tech sector on a whim – if you invest in this emerging market, you could be left with nothing. |
Chris Isidore, CNN Few retail sectors were hit harder than malls during the height of the pandemic. But things bounced back far quicker than almost anyone expected. |
Andrew Wilford, RCM Over the course of the pandemic, federal overspending has exploded even by Congress's lofty standards. While trillion-dollar deficits were a cause for concern before 2020, spending over just the last two years is set to increase the national debt by over $6 trillion. It's bizarre, then, that the only thing that members of opposing parties in Congress can seem to work together on is fooling the budgetary scorekeepers with phantom offsets for even more spending. |
Michael Eisenberg, The Examiner The world's first cities, according to the Book of Genesis, were built by Nimrod, a "man of might," after the flood that wiped out nearly all of humanity. They were spectacular — likely vibrant and filled with an innovative spirit. But this progress was wrecked by a group of travelers that had come… |
Konstantinos Komaitis, Slate Content moderation, privacy, intermediary liability, competition, encryption—these are all broader issues related to the internet, not just Facebook. |
Rani Molla, Vox Companies promised to make their boards more diverse. Here's how to actually do it. |
Ethan Yang, Am. Institute for Economic Research "It's entirely possible that there could be a need for a booster shot for certain populations down the road; anything is possible. However, it seems that the evidence points to long-lasting immunity on both natural infection and vaccination." ~ Ethan Yang |
Michael Hiltzik, Los Angeles Times Prominent conservatives are suddenly speaking up for vaccination. Don't buy their conversion. |
Cooper Howard, Charles Schwab Given the economic environment and potential tax benefits, investors might consider lower-rated municipal bond issuers. |
Richard Moody, Regions Bank |
Jeffrey Kleintop, Charles Schwab China's recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains. |
Thomas Kirchner, Camelot Portfolios |
Allison Schrager, Economics21 Where does the salary power reside? |
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... |
Joe Manchin, Senator Joe Manchin The Official U.S. Senate website of Senator Joe Manchin of West Virginia |
Neil Irwin, New York Times The new monthly numbers show job growth not seen in recoveries from the previous three recessions. |
Robert Hughes, AIER Payrolls posted a strong gain in July though details were not as strong as the headline suggests. The overall outlook is tilted to the upside, but challenges remain, and risks are growing. |
Dana Peterson, CNN Business Basic supply and demand factors — not speculation, predatory lending and/or bad underwriting — are driving home prices. |
Karen Wallace, Morningstar We take a look at the pros and cons of this investing strategy. |
Bryce Coward, Knowledge Leaders You really probably ought to own a copper miner or two. |
Lauren Foster, Enterprising Investor A negatively yielding bond violates a very basic, fundamental principle: the time value of money. |
Clare Duffy, CNN Business Facebook has many pressing problems, from proposed antitrust legislation to accusations that the company is contributing to vaccine misinformation. But when CEO Mark Zuckerberg joined a recent conference call with analysts to discuss its latest quarterly results, much of the focus was on something far removed from those issues: the metaverse. |
J.D. Tuccille, Reason They'll never be satisfied in a world of balanced risks. |
Rebecca Rainey, Politico Automation accelerated during Covid, but it might not be all bad for former waiters and bartenders. |
Jamie Catherwood, Investor Amnesia Visualizing History From the Archives Governmental Regulation of Common Carriers by Railroad (1916) Today's newsletter is... |
Tyler Cowen, Marginal Revolution The most fully vaccinated place in the world is seeing a surge in new cases. |
Erica Sandberg, City Journal In Gavin Newsom's California, crime is too easy. |
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