05/21/2021 Today
Jack Rivlin, Spectator If you think our investments are mass delusion, ask the irony speculators, what do you think the stock market is? It's a good question |
Paul Watkins, RCM Businesses say they are fed up with California's regulatory and tax burdens. The Wall Street Journal editorial page notes that the number of companies leaving California "has exploded." Many claim California will collapse from self-imposed tax and regulatory burdens. Is it 2021? Try 2011. |
Market Minder, Fisher Investments Lessons from bitcoin and SPACS' recent slide. |
Farhad Manjoo, New York Times Welcoming more immigrants is the best way to reverse America's demographic decline. |
Jeffrey Snider, RCM We live in a non-linear world, and that means, among other things, rate of change governs everything whether we consciously perceive this or not. Sometimes tampering with the slope leads to immediate reaction. More often, changes in the rate of change aren't easily appreciated in the here and now, playing out instead over prolonged periods of deep debate and, if left unchecked, division. If anyone actually cared, I'd tell them that maybe the only ironclad rule in political economics, as it used to be known, is that the rate of change in economic growth contributing to the same in living... |
Noah Kirsch, Forbes Patrick Zalupski took a big hit investing in condos just before the Great Recession. So he tried a new tactic designed to minimize his risk and weather economic downturns—and now he's a billionaire. |
David Williams, RCM It's difficult for entrepreneurs to make critical investments into their companies without attracting unwanted scrutiny from the Internal Revenue Service (IRS). And by all indications, this scrutiny will only increase over time. While companies are currently allowed to fully deduct certain investments (short-lived assets) from revenues thanks to the 2017 Tax Cuts and Jobs Act (TCJA), this pro-growth policy will begin to phase out starting in 2022. Some policymakers want to make the tax code even more onerous by nixing current rules that allow energy businesses to immediately deduct 70 percent... |
Brian Chen, Governing A new state board in New Hampshire offers a speedy, non-judicial way to challenge onerous local land-use decisions. It's a way to prevent a hot housing market from overheating. |
Paul Katzeff, Investor's Business Daily Thanks to the economy's reopening, millions of workers face two key retirement planning decisions. Odds are good that you're one of those lucky workers. |
Rachel Hartman, U.S. News & World Report Some strategies to consider. |
Buck Sexton, American Consequences The great mask emancipation of 2021 comes fraught with the expected cynical politicization that's always surrounded the pandemic. |
John Cassidy, New Yorker Strong growth and a tight labor market are helping workers make sustained wage gains. |
Liz Ann Sonders, Charles Schwab Inflation has become an obsessed-about topic; with the latest CPI report reinforcing inflationists' fears. Is the Fed right that it's only a "transitory" problem? |
Brian Riedl, Manhattan Institute As structural budget deficits grow to trillions of dollars and politicians promise even more spending, taxing the rich has become a popular solution to finance expanded government. But large tax increases on high earners not only are insufficient to close much of these budget gaps; they would... |
Lawrence Gillum, LPL Financial Market Blog Tuesday, May 18, 2021 |
Carrie Schwab-Pomerantz, CS If being home a lot has you eyeing a remodel, be sure to think about the emotional as well as the financial issues. |
Russell Redenbaugh & James Juliano, Kairos Capital Management |
Richard Moody, Regions Bank |
Brian Wesbury & Robert Stein, First Trust Advisors |
Margaret Taylor, Wired UK Apple's iOS 14.5 update has triggered an unstoppable collapse in Facebook's ability to collect user data |
Neil Irwin, NYT Focus on exactly how and why prices are changing over time, and how these shifts might affect you. |
Christine Benz, Morningstar What ails many portfolios--and what can fix them--is actually pretty mundane. |
Lydia DePillis, ProPublica An online lending platform called Kabbage sent 378 pandemic loans worth $7 million to fake companies (mostly farms) with names like "Deely Nuts" and "Beefy King." |
William Finnegan, The New Yorker In a time of changing sensitivities, an ancient sport struggles to justify itself. |
Joel Kotkin, City Journal Covid-19 is transforming all types of communities, from big cities to suburbs to rural areas. |
Tsvetana Paraskova, OilPrice.com Setting the goals for an energy transition was the easiest part, but reaching these goals is another thing, and currently, the U.S. is woefully unprepared to handle "the electrification of everything," |
Eli Dourado, City Journal Innovations in biotech, energy, and space could drive the next generation of prosperity—if we let it happen. |
Christian Britschgi, Reason The treasury secretary told the Chamber of Commerce that an activist government funded by higher corporate taxes would be a boon for business too. |
John Rekenthaler, Morningstar Today's retirees will have difficulty continuing a long and happy trend. |
Barry Ritholtz, The Big Picture What am I wrong about? What am I missing? |
Shang-Jin Wei, Project Syndicate As the Chinese government has started to worry about the country's low population growth, it has progressively relaxed its family-planning policy. Policymakers should now go further, and provide a significant financial reward to parents of baby girls. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Michael W. Green, Bari Weiss Peter Thiel's former portfolio manager says that the crypto narrative is built on half-truths and a nonchalance about the security provided by the nation-state. |
Charlie Bilello, Compound Advisors Bond returns can't match the past 40 years. |
Larry Elliott, The Guardian Countries came together early and decisively to fix a broken global system. The same ambition is needed today. |
Barry Ritholtz, The Big Picture Sorry, Steve: Here's Why Apple Stores Won't Work... |
Steven Vannelli, Knowledge Leaders We believe the US technology sector has reached a level of valuation such that it is has the potential to substantially subtract from portfolio returns going forward. |
Kendra Nordin Beato, CSM Hunger in America isn't a new problem but the pandemic added new challenges – and innovations – to existing complexities of food assistance. |
Preston Caldwell, MStar We expect a mid-single-digit impact to average U.S. equity valuations. | |
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