09/08/2021
Today
Nicholas Sargen, The Hill One view is that China's regulatory clampdown could signal the end of the country's economic miracle. A leading proponent is George Soros. |
Market Minder, Fisher Investments No month or calendar-based period is. Seasonality doesn't move markets. |
Cliff Asness, AQRCapital It would be an understatement to say there is confusion in the industry about the use of shorting in an ESG context. When it comes to calculating a portfolio's ESG score, we have heard arguments ranging from "ignore the shorts" to "net them against longs," and, my favorite as it's creatively insane, "pretend the shorts are actually longs." This note explains why it is critical that shorts be properly accounted for, so that investors can use shorting to reduce carbon exposure, to get to net zero or to achieve other ESG goals. |
Editorial, Issues & Insights Every domestic policy intended to cut greenhouse gas emissions is a useless exercise. |
Aaron Brown, RCM This Labor Day weekend saw a batch of headlines like, "More than 230 journals warn 1.5°C of global warming could be 'catastrophic' for health," (https://www.wsj.com/articles/action-on-climate-change-is-urged-by-medical-journals-in-unprecedented-plea-11630886402). This kind of extreme overstatement has become so routine that none of the news outlets I read expressed any kind of surprise or skepticism. To be clear, I'm not denying that warming is a serious long-term problem, with catastrophic scenarios possible. But the idea that 1.5°C is some kind of threshold that will predictably lead to... |
Ryan Cooper, The Week America just got rid of pandemic benefits while the pandemic is still raging |
Joe Calhoun, AP The economic slowdown we've been writing about for months officially arrived last Friday in the form of a particularly weak employment report. The number of new jobs created last month - or at least the WAG the BLS makes at such things on a monthly basis - was a mere 235,000 or roughly |
Heather Long, The Washington Post The economy is undergoing massive changes. There's a big mismatch at the moment between the jobs available and what workers want. |
Jeanna Smialek, New York Times Inflation has surged across advanced economies. The shared experience underlines that price gains come from temporary drivers — for now. |
Rob Smith, RealClearMarkets I always think it is bad form to ask someone "what do you do" upon first meeting them. I usually make something up and tell them I am a toll booth operator or a Walmart greeter. However, when the inquirer is well mannered and well meaning, I have a difficult time answering this question. I wish I had a snappy response. I wish I had a cool 60 second elevator speech, but I don't. The most accurate answer is I am a Holistic Advisor, but that sounds like I am some new age guru hippy encouraging people to eat organic food. Usually, I just give a quick response, and say I am a lawyer. But, I hate... |
Tom Joyce, Washington Examiner Who are the real victims of cancel culture in America? |
Anneken Tappe, CNN As abortion rights advocates scramble to fight a Texas law that effectively bans abortion in the state, economists are drawing attention to the financial hardships — and subsequent economic downsides — that can occur when women's reproductive rights are restricted. |
Emily Doak, Charles Schwab Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come 2022 tax time. |
Richard Moody, Regions Bank |
Jon Jones, Smartest Dollar Mortgage loan approval rates vary according to several factors including location. Researchers ranked metros by mortgage loan approval rates in 2020. |
Jeffrey Kleintop, Charles Schwab Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks. |
Ironman, Political Calculations August 2021 was another strong month for dividend paying firms in the U.S. stock market. |
Bryce Coward, Knowledge Leaders Today at the annual Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated that the Fed is in no hurry to either taper asset purchases immediately or aggressively. |
Editorial, New York Post Just three days after declaring his disastrous Afghan operation that abandoned Americans and allies an "extraordinary success," President Joe Biden tried more gaslighting, insisting that the grim n… |
Steven Greenhouse, New York Times Posing at coal mines and factories, they may tell voters otherwise. But the policy tells a different story. |
Gary Galles, Issues & Insights This should be a day celebrating hard work, not labor unions. |
Rainer Zitelmann, Examiner Many anti-capitalists today no longer speak of abolishing capitalism. Instead, they call for its "containment," "correction," or "improvement." Intellectuals are constantly thinking up new concepts for "improving" the capitalist economic system or curbing its "evils." |
Sofi Thanhauser, Vox Cotton's connection to forced labor by Uyghurs in Xinjiang ought to have you rethinking fast fashion. |
Christy Bieber, The Motley Fool You can improve your financial security in retirement by using catch-up contributions and researching health insurance options and where you'll live. |
Rachel Hartman, U.S. News Saving for retirement doesn't involve a one-size-fits-all plan. Since every situation is unique, it's important to look for the retirement account that best lines up with your personal job situation and future goals. |
J. Bradford DeLong, PS The past 30 years should have taught Democrats to put their own economic policy priorities before symbolic gestures of "bipartisanship." If US President Joe Biden does not replace Federal Reserve Chair Jerome Powell with Lael Brainard, he will almost certainly regret it. |
Daniel A. Gross, Vox The history of hurricanes like Katrina and Ida says a lot about America's future. |
Jakir Hossain, Morningstar Retailers posted solid numbers this earnings season, but we think their stocks are, in general, overbought--with some exceptions. |
Eduardo Porter, NY Times Offices are unlikely to be as full after the pandemic as they were before. Service businesses and their employees will have to adapt. |
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 Timmer, Ars Technica Investors inflate their wins, forget about their losses. |
Paul R. La Monica, CNN Business At a time when many investors are content to follow the crowd and buy top techs like Apple, Amazon and Microsoft, Cathie Wood is looking for the next big innovators in buzzy fields like robotics, fintech and space exploration. |
Peter Singer, Project Syndicate The author has long argued that donating to save lives, restore sight, or enable a family to escape extreme poverty does more good than donating to a museum or opera. Now, having decided to keep none of the money accompanying the Berggruen Prize for Philosophy and Culture, he puts his argument to the test. |
Stefan J. Link, ProMarket Why did Detroit pioneer the industry that would shape the twentieth century like no other? An excerpt from Forging Global Fordism. |
Jamie Catherwood, Investor Amnesia The panic series part 1. |
John Rekenthaler, MStar There's a challenge from customized investments. |
SoLightSolar, Southern Light Solar In a crisis like the one that hit the world in March 2020, only one thing will restore confidence: limitless cash. An excerpt from Shutdown: How Covid Shook the World's Economy. |
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