09/03/2020
Today Mark Mills, City Journal Working from home has benefits, but the downsides are real, too. |
Hyejin Youn, Fast Company A Northwestern professor's research finds that location still matters very much. |
Rachel Sugar, NYM As New York City continues to manage the COVID-19 pandemic, officials are reluctant to offer any plan toward the return of indoor dining at restaurants. Owners say they are frustrated by the lack of clarity. |
Gene Marks, Hill Small business owners are loudly complaining that the economic shutdowns and what they believe are excessive government restrictions are killing their livelihoods. |
Ken Fisher, RealClearMarkets Depending on who you ask, value stocks are set to soar….or dead as a doornail. Value’s tub-thumpers say growth stocks’ decade-plus dominance can’t endure—particularly with value’s penchant for zooming early in bull markets. Disbelievers argue Big Tech’s supremacy alongside private equity and indexing’s rise seal value’s casket. Wrong and wrong. Value isn’t dead. But the 2020 bear market’s peculiarities make a near-term comeback unlikely. Here’s why. This winter’s downturn struck lightning-quick—highly unusual... |
Kenneth Rapoza, Forbes UBS CIO says the opportunity costs for sitting on the sidelines are too great. At a minimum, investors should still be dipping in. |
Paul La Monica, CNN The presidential election is only two months away and the stock market is soaring. |
Noah Manskar, New York Post President Trump is growing more likely to win a second term in November, according to a JPMorgan market guru who says investors should plan accordingly. |
Pam Krueger, MW Don't let your political views lead you to impulsive investment decisions |
David Bahnsen, National Review Where we go from here. |
Warren Gibson, American Institute for Economic Research |
Justin Wolfers, NYT While government statistics say inflation is low, the reality is that the cost of living has risen during the pandemic, especially for poorer Americans. |
Various, CDC This report describes mental health challenges faced by communities during the COVID-19 pandemic. |
Michael Hendrix, Manhattan Institute The Manhattan Institute partnered with Echelon Insights to conduct a July 2020 survey of New York City adult residents in order to better understand their feelings about issues facing the city, views on city government, and attitudes toward potential policy solutions. The results show a city... |
Brad McMillan, Commonwealth Financial Network |
Carrie Schwab-Pomerantz, Charles Schwab Women have come a long way in terms of equality, but are we investing enough for financial security? Not according to Carrie Schwab-Pomerantz. |
Jerry Bowyer, Vident Financial |
Karlyn Bowman, American Enterprise Institute |
Richard Moody, Regions Bank |
Max Ghenis, The Hill By building on the success and infrastructure of the Recovery Rebates, direct payments to all Americans would relieve economic stresses efficiently, equitably, and, as our analysis shows, effectively |
Brad Polumbo, Foundation for Economic Education Most listeners tune into NPR to catch up on the news on their commute home in the afternoon. But, increasingly, the state-run media outlet’s audience is instead being treated to far-left political arguments—sympathetically aired and left unchallenged. On August 27, the public radio station aired an interview with the author of the book In Defense of Looting, Vicky Osterweil, on the popular Code Switch podcast and published it on NPR.org. Journalist Natalie Escobar opened the ostensibly objective interview by dismissively citing... |
Deniz Cam, Forbes The Carlyle Group co-founder's new book, How To Lead, features candid conversations with CEOs, entrepreneurs and athletes. |
Mitch Albom, USA Today Now that our governor is finished with her shark week, perhaps she can bite into a small but persistent inequity in our COVID-19 shutdowns that, frankly, has gone on too long. Movie theaters. |
Ike Brannon, City Journal A government takeover of New York's power grid would be a recipe for disaster. |
Zoe McLaren, MarketWatch This is a major advance in bringing the coronavirus pandemic under control |
Paul Sisolak, U.S. News & World Report AMERICANS STILL WRITE A lot of checks – 14.5 billion of them, worth $25.8 trillion, in 2018, according to the most recent Federal Reserve figures. But before there were so many different ways to pay, we wrote a lot more checks – in 2000, more than 40 billion, worth about $40 trillion. It has become much more convenient to bypass checks. Not only have ATM and debit cards grown more ubiquitous, but online banking and payment apps such as Zelle and Venmo are also no longer just for the tech-savvy. |
Philip van Doorn, MarketWatch The dynamic housing market is offering investors opportunities outside of high-flying technology industries |
Sergei Klebnikov, Forbes With so much uncertainty on the horizon, the stock market could be in for a rough September and October, market experts say. |
Katherine Clark & Sen. Lisa Murkowski & Suzanne Clark, Hill Congress must act now. Access to child care, or the lack thereof, cuts across almost every sector and business struggling to reopen in a safe and timely manner. And we need to acknowledge the repercussions of failing to address this challenge. |
Matthew Haag, New York Times The pandemic is spurring home sales as prosperous city residents seek more space. One listing had 97 showings and received 24 offers. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Eric Compton, Morningstar Funds focus purchases in basic materials and consumer sectors. |
Itay Goldstein, Knowledge@Wharton The continuing strength of the stock market even as the coronavirus pandemic batters the U.S. economy has baffled many observers. |
Morgan Housel, Collaborative Fund You can only be an optimist in the long run if you’re pessimistic enough to survive the short run. |
Ronald Bailey, Reason.com Researchers and economists have been debating this idea for decades, and a new study in the journal Emotion sheds more light on the role money plays in increasing happiness levels. |
Ed Yardeni, Dr. Ed's Blog In my August 12 newsletter, I discussed the technological innovations that drove the prosperity of the 1920s. |
Jack Forehand, Validea Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to passive indices. But active management also gets a bad rap. |
Jamie Powell, FT Alphaville Tesla's valuation is unhinged from economic reality. |
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