11/16/2020
Today

Jamie Dimon Should Be Joe Biden's Treasury Sec'y

Charles Gasparino, New York Post

Talk to people who know Jamie Dimon, the best banker in the business, and they will tell you that he really wants to work in government at some point in his career.

Sanders As Labor Secretary Would Be (Mostly) Bad

Tom Joyce, Washington Examiner

Bernie Sanders is open to a career change. The socialist and Independent senator from Vermont told CNN's Wolf Blitzer on Wednesday night that if offered the secretary of labor position in President-elect Joe Biden's administration, he would accept the offer.

Take a Pledge: No Stocks if You're a Congressman

Ron Lieber, The New York Times

Owning actively traded shares can create conflicts of interest. Georgia's Senate candidates agree. Will others? Mutual funds could be good for them.

A Smart Way to Profit From Your 2020 Market Pain

Charlene Rhinehart, Motley Fool

Bragging about stock market losses is never in style, except when you're filing your tax returns. If you've been a victim of the stock market's wild ride and sold stocks at a loss in 2020, don't despair – there's a special rule in the tax code that allows you a unique opportunity to turn your stock loss pain into a tax savings gain.

The All-Time Market High Bad News Couldn't Block

Market Minder, Fisher Investments

The last several weeks show how stocks discount widely expected events.

There Are 6 Types of Retirees: Which One Are You?

Alessandra Malito, MarketWatch

How to keep from being overwhelmed so you can enjoy your retirement instead

Meet Rebekah Mercer, the Deep-Pocketed Founder of Parler

Alexis Benveniste, CNN

Rebekah Mercer, a prominent conservative donor, revealed Saturday that she is helping to bankroll Parler, the rapidly growing but controversial conservative social media platform that was at the top of App Store charts last week.

There's No Difference Between Federal Reserve and Congress

John Tamny, Forbes

Congress can spend in size fashion because it?s backed by the American worker. The Fed has a huge balance sheet because it?s backed by the same American worker.

Wells Fargo's CEO Gets a Wet Smooch From SEC

Michael Hiltzik, Los Angeles Times

The $2.5-million fine imposed by the SEC on Wells Fargo's John Stumpf isn't even a slap on the wrist.

How the Pandemic Could Globalize the Economy Even More

Eryn Brown, The Week

Official site of The Week Magazine, offering commentary and analysis of the day's breaking news and current events as well as arts, entertainment, people and gossip, and political cartoons.

Why Even a Military-Style Quarantine Can't Stop the Virus

Jeffrey Tucker, AIER

The New England Journal of Medicine has published a study that goes to the heart of the issue of lockdowns. The question has always been whether and to what extent a lockdown, however extreme, is capable of suppressing the virus. If so, you can make an argument that at least lockdowns, despite their astronomical social and economic costs, achieve something. If not, nations of the world have embarked on a catastrophic experiment that has destroyed billions of lives, and all expectation of human rights and liberties, with no payoff at all.

The Bullish End to State Tax Incentive Bidding Wars

Andrew Wilford, RealClearMarkets

As the country continues to struggle with the impact of the COVID-19 pandemic, state and local governments facing budget shortfalls have had to make some hard choices. One choice, however, should be easy: moving away from targeted tax incentives in favor of comprehensive tax reform. In normal economic circumstances, states and localities often attempt to spur economic development by offering businesses temporary, targeted tax incentives in order to move to their jurisdiction. One well known episode was the bidding war for Amazon’s new headquarters, with some localities going...

On the Certainty of Uncertainties In the Stock Market

Pat O'Hare, Briefing.com

CPI Version of Inflation Reverses Course In October

Richard Moody, Regions Bank

A Case Against the Bank of England's Bond Buying

Market Minder, Fisher Investments

As the Bank of England expands quantitative easing, we revisit the program's flaws.

A Lot Has Changed In the Past Week

Brad McMillan, Commonwealth Financial Network

What to Expect from the "Lame Duck" Congress

Michael Townsend, Charles Schwab

Debate over another round of coronavirus aid and economic stimulus likely will be at the top of the agenda for the post-election session.

A Bullish Spin On a Very Good Week for the Stock Market

Pat O'Hare, Briefing.com

Charitable Donations: The Basics of Giving

Hayden Adams, Charles Schwab

Helpful tax tips for your end-of-year charitable contributions, including stock donations.

Forget Free Lunches. Free Ice Cream For Everyone!

Matthew Yglesias, Vox

With low interest rates and divided government, it's time for an ice cream party.

How Biden Can Get His Agenda Through Congress

Jonathan Chait, Intelligencer

Joe Biden's presidency will have trouble moving through a Senate that will be either split or Republican controlled. But if he agrees to a tax cut for the rich, Republicans will give him social spending on green energy or health care.

Why Biden Can Overcome Political Gridlock

Anatole Kaletsky, Project Syndicate

According to conventional wisdom, US President-elect Biden will find himself immediately paralyzed because Republicans will follow the same obstructionist playbook they used to sabotage Barack Obama's administration. But there are five new features of US political dynamics that this argument has overlooked.

Is It Finally Time for Value Stocks to Shine?

Dave Sekera, Morningstar

As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.

Why This Transition Is So Perilous for the Economy

Austan Goolsbee, NYT

The coronavirus crisis and the transition of 2020 have the clear potential to spiral out of control.

Another Housing Bubble? It Sure Looks That Way

Aaron Brown, MSN

Stocks may be expensive based on historical measures, but it's nothing compared to skyrocketing home values.

The Huge Price For Neglecting Climate Change & Free Trade

Tom Orlik, BBW

$36 trillion

Why Value Will Outperform In Biden's First 100 Days

Mark Hulbert, MarketWatch

Value historically has performed best after new presidents take office

How Pfizer Plans to Distribute Its Vaccine

Rebecca Robbins, New York Times

Success will hinge on an untested network of governments, companies and health workers.

Fisher Investments on Election-Year Uncertainty: This, Too, Shall Pass

Fisher Investments Editorial Staff, Fisher Investments

Ken Fisher on Nixing the VIX

Fisher Investments Editorial Staff, Fisher Investments

Will Uncle Sam Force Big Tech to Break Up?

Fisher Investments Editorial Staff, Fisher Investments

Shattering the Debt Ceiling Myth

Fisher Investments Editorial Staff, Fisher Investments

Small Business Wreckage Is Widespread & Getting Worse

Benjy Sarlin, NBCNews

Republicans and Democrats are still holding out for their preferred relief deals, and legislation could be delayed until President-elect Joe Biden takes office.

How To Tackle America's Monopoly Problem

Daniel Hanley, Pro Market

The Biden Administration can revive federal antimonopoly enforcement after 40 years of little action, even when faced with congressional opposition. Here's how.

Elite Opinion Is Never Wrong

Lance Morrow, City Journal

Reality may fail to measure up to cocktail party assumptions, but the chit-chat of the better people rings on, unchanged.

Why Your Paycheck Is Smaller Than It Should Be

Ben Carlson, AWOCS

Inflation is personal.

How COVID Fueled A Golf Boom

Jeff Tracy, Axios

Number of rounds played is up 25% year over year.

Growth vs Value, Large vs Small

James Picerno, The Capital Spectator

The value factor has fallen on hard times in recent years, prompting debate about whether this risk premium can recover as technology-fueled growth stocks eat the world.

How The World's First Central Bank Failed

Claire Jones, Financial Times

The Bank of Amsterdam is to central banking history what Little Richard is to rock ‘n’ roll.
View in browser | Unsubscribe | Update preferences

Thank you for joining RealClearMarkets today. 

Copyright © 2020 RealClearHoldings, All rights reserved. 
RealClearHoldings
666 Dundee Road
Bldg. 600
Northbrook, IL 60062

Add us to your address book