06/29/2020
Today Jason Heid, Texas Monthly In May, I caught up with Richard Fisher, a former president and CEO of the Federal Reserve Bank of Dallas, to talk about the state’s long economic recovery ahead. |
John Tamny, RCM "Our tenuous capital was the hours in the day, less the few we slept, and we spent that capital at a frenzied pace. I'd drop everything to get you the right cardiac surgeon, the right... |
Nancy Tengler, USA Today I confess: I live with a chronic case of avoidance behavior. It flares up around tax filing time, doctor’s appointments, viewing my 401(k) statement in a bear market or taking the garbage out. In short, whenever I have to confront an unpleasant activity of any sort, I’d just, well, rather not. So I understand when people tell me they would rather not talk about their finances right now, since money is tight. But if not now, when? Over the years, I have made great progress in managing my tendency to avoid and I have learned a few things.... |
Jeff Sommer, The New York Times A remarkable snapback rally, after a deep coronavirus-induced plunge, took stocks into rare and, in some ways, troubling territory. |
Mark Decambre, MarketWatch The ride from here could get a lot bumpier after the Dow registered its worst one-day loss since June 11 on Friday, knocking the blue-chip index to its... |
Sean Kevelighan, Examiner As America and the world navigate the fallout caused by COVID-19, it's important we focus on solutions that actually help communities and businesses recover. Recent calls for insurers to cover previously uninsured claims miss the mark. They would fail to pass legal muster, leave hundreds of thousands of policyholders vulnerable, and threaten the viability of the financial infrastructure upon which the economy rests. |
John Burnett, RCM In the months before the coronavirus pandemic, sustainability had become a lightning rod for lawmakers in Washington and New York. But with businesses reeling, we cannot afford to return to the same... |
Sam Jefferies, The Seattle Times The NAACP and the Anti-Defamation League, among others, on Wednesday called for an advertiser boycott of Facebook. |
Gary Marshall, RCM The very excellent Donald Boudreaux of AIER wrote an article recently, Ignore the Cooing of the Deficit Doves, in which he deplored the dangers of the deficit. He classifies the anti-taxers or those... |
Jordan Weissmann, Slate Republicans claim Americans won't go back to work as long as they're getting government checks. It's immoral and dishonest. |
Lewis Uhler & Peter Ferrara, The Hill Biden proposes tax increases of $3.8 trillion over the next decade â?" the highest in American history. |
Steven Malanga, City Journal The Democratic nominee's agenda would give a huge boost to labor organizingâ?"especially in the public sector. |
Jeffrey Kleintop, Charles Schwab A second wave of global COVID-19 is getting a lot of media attention, but the appearance of a global second wave of cases is primarily driven by the different timing of first waves across countriesâ?"rather than second waves within countries. |
John West & Amie Ko, Research Affiliates |
Jerry Bowyer, Vident Financial |
Jeff Troutner, Equius Partners |
Howard Husock, Manhattan Institute How did a change in Chinese policy make recycling in the U.S. no longer financially feasible? A new report examines the cost-benefit analysis of recycling. |
Jerry Bowyer, Vident Financial |
Dave Portnoy, Fox Business All I hear is old-timers say that the "retail bros" are going to get crushed. |
Jessica Aguirre, Vanity Fair By eliminating some of the risk, Jerome Powell’s Federal Reserve has made being a junk bond trader “a little more fun recently,” says one. But does the market really need the help? |
Joschka Fischer, Project Syndicate More than just a public-health disaster, the COVID-19 pandemic is a history-defining event with far-reaching implications for the global distribution of wealth and power. With economies in free-fall and geopolitical tensions rising, there can be no return to normal: the past is passed, and only the future counts now. |
Buttonwood, The Economist Value investing might not have the same moral authority as today if the dot com boom and bust hadn't happened. |
Jemima Kelly, FT Alphaville 20 warning signs to look for in trying to determine the next “Big Disaster” |
Matthew Yglesias, Vox He's blaming Obama for problems he created |
Martha White, NBCNews The real estate market is hot again, cheering sellers but threatening affordability for suburban and rural buyers competing with cash-flush buyers fleeing cities. |
Mark Hulbert, MarketWatch Powerful stock-market leaders ultimately take a fall |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Harry Stein, City Journal Lessons from the front lines |
Michael Johnston, Evergreen Gavekal It's getting a little speculative out there. |
Mark Armbruster, Enterprising Investor The days when investors could rely on traditional bonds as safe, income-producing securities that hedge equity risk and deliver returns that keep pace with inflation are finished. |
Alicia McElhaney, Institutional Investor A new paper from Research Affiliates examines the practice of calling an asset class broken and how the assets perform following those declarations. |
Steven Greenhut, Reason There's no need to pity successful companies or grant them special deals, but state officials shouldn't be so blinded by an anti-corporate ideology that they drive businesses away, either. |
Macromon, Global Macro Monitor The financial media is beginning assign blame to the recent stock market weakness to the spike in COVID cases and the potential for a November Democratic sweep of the White House and both chambers of Congress |
Mark Fischetti, Scientific American What scientists know about the inner workings of the pathogen that has infected the world |
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