09/25/2020
Today Mark Decambre, MarketWatch Less than a month and a half from the 2020 presidential elections and investors are starting to get panicky about the race for the White House and what that... |
Ken Fisher, RealClearMarkets Tech is tanking, so bye-bye bull market—that’s logic many pundits peddled ever since the FANGs and big name Tech stocks started September’s swoon. They claim Tech fueled the market’s post-March rise--so what kills Tech, kills this young bull market, too. It sounds compelling. But it’s wrong. This global rebound—and Tech’s leadership in it—is far more durable than most fathom. Here’s why. Yes, already leading pre-COVID, Tech’s strong balance sheets and cash flows cushioned the contraction’s blow. Then, too, Tech’s business... |
Chuck Jones, Forbes In the past three weeks the stock market?s momentum and potentially more important, investors psychology, has turned negative. Unless a catalyst changes the markets direction, the S&P 500 and Dow will likely follow the Nasdaq into correction. |
Christoph Gisiger, themarket Gavin Baker, founder and Chief Investment Officer of Atreides Management, spots exciting perspectives for investments in the chip sector. He anticipates a surge in demand due to the rise of artificial intelligence and explains why Taiwan could become geopolitically even more important than the oil rich countries of the Middle East in the 1970s. |
Andrew Wilford, RealClearMarkets Back in 2011, Congress took a rare positive step to rein in wasteful and politically motivated spending by ending the disgraceful practice of “earmarks.” Unfortunately, some members of Congress want to undoprogress made in treating taxpayer dollars with the respect they deserve by bringing back wasteful pet projects. Prior to the ban, earmarks were a favorite tool of the political establishment to corral the votes needed to pass major legislation. On-the-fence legislators could be provided with sweeteners, like a major infrastructure project in their districts to assist in... |
Joakim Book, American Institute for Economic Research In a year where scientists seemed to have gotten everything wrong, a book attempting to explain why is bizarrely relevant. Of course, science was in deep trouble long before the pandemic began and Stuart Ritchie’s excellent Science Fictions: How Fraud, Bias, Negligence, and Hype Undermine the Search for Truth had been long in the making. Much welcomed, nonetheless, and very important. For a contrarian like me, reading Ritchie is good for my mental sanity – but bad for my intellectual integrity. It fuels my priors that a lot of... |
Christos Makridis, The Hill What we need is not more stimulus, but rather growth and long-run planning. |
Jeffrey Snider, RealClearMarkets In early October 2015, former Federal Reserve Chairman Ben Bernanke stopped by the op-ed pages of the Wall Street Journal on his way to taking his victory lap. Poised for the first time in too long a time, the Federal Reserve under his immediate successor was about to hike policy rates fulfilling, in central bank terms, an unbelievably long quest to get the US economy to recover from the Great “Recession.” A quest that in 2015 had already been surprisingly lengthened…by something. Never mind these other “transitory” factors threatening to spoil... |
Bruce Yandle, Examiner Sometimes, economic data are so good that we should all, the entire nation, pause for a few minutes and celebrate. This is the case with the Census Bureau's Sept. 15 report on 2019 U.S. income growth for families and individuals, which tells us much about how we might seek to prosper once again. |
Paul Katzeff, Investor's Business Daily If you receive Social Security benefits, brace yourself. Estimates call for a meager 1.3% annual cost-of-living-adjustment (COLA) in 2021. A Social Security COLA 2021 that tiny would be the smallest since 2017's 0.3%. |
David Gelles, New York Times John Mackey, who espouses a high-minded version of capitalism, sold his upscale grocery chain to Amazon. |
E.J. McMahon, Manhattan Institute Exploring the history of NYC's past budget crises, restoring the FCB's authority over spending could help deliver the city out of this Covid crisis. |
Richard Salsman, InterMarket Forecasting Inc. |
Brad McMillan, Commonwealth Financial Network |
Brian Wesbury & Robert Stein, First Trust Advisors |
Richard Moody, Regions Bank |
Richard Moody, Regions Bank |
Mark Miller, Morningstar The next administration will face key policy questions related to the program's long-term solvency, says contributor Mark Miller. |
Emily Stewart, Vox Joe Biden and Donald Trump would mean different things for Wall Street and the market. But the true nightmare scenario is a presidential election where the result isn't clear. |
Katharina Pistor, Project Syndicate Even if the latest scandals in banking reveal nothing new about the financial industry's ethical standards, they have put a spotlight on a bigger emerging problem: the complicity of law enforcement agencies in white-collar crime. The watchdogs are not only shirking their duties; they have joined the other side. |
Ed Yardeni, MarketWatch Why the US economy will soon recover and get back to the good old days of 2019. |
Bruce Bartlett, The New Republic Milton Friedman's influence on America's monetary policy blew up the past and mortgaged our future. |
Veronique de Rugy, Reason Even without further spending increases, the Congressional Budget Office projects that the national debt will hit 107 percent of GDP in 2023. |
Editors, The Economist In a new book, Thomas Orlik argues China is "the bubble that never pops" |
Mark Hulbert, MarketWatch Contrarian-minded investors are bullish about short-term market-timers' growing bearishness |
John Rekenthaler, Morningstar Placing the company's valuation into historical context. |
Matt Egan & CNN Business, CNN President Donald Trump has warned of economic and financial Armageddon if Joe Biden and the Democrats retake the White House next year. But history paints a very different story. |
Jeffrey Tucker, AIER This year has been a shocker in more ways than one. |
Matthew C. Klein, Barrons.com Processing backlogs and the way jobless claims are counted have likely inflated the number of Americans seeking unemployment benefits, writes Barron's economics commentator Matthew C. Klein. . |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist Is economic growth inexorably slowing down? If so, what caused it? |
Hans Werner Sinn, Project Syndicate In pursuing its grand environmental ambitions, the European Commission has ignored a commonsense solution in favor of an approach based on central planning and pervasive state intervention in the economy. The further the Commission goes on this path, the more reason there will be to question its motives. |
Brett Arends, MarketWatch Otherwise 80 million Americans face brutal retirement income cuts within about a decade |
Ben Carlson, A Wealth Of Common Sense Home equity and sports gambling. |
Bryan Caplan, Econlib The economics of discrimination. |
Steve Randy Waldman, Interfluidity When eligibility for benefits is conditional, all kinds of bad things happen. |
Drew Dickson, Drew's Views Was value just a "hot hand" thing? |
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