Week of August 10, 2020 Archives

RealClearMarkets PM Update

Monday, August 10
How Sad If Bars & Restaurants Die from the Coronavirus
John Ketcham City Journal
Fact-Checking Anthony Fauci
Phillip Magness American Institute for Economic Research
Wall Street Wallets w/Biden
Kate Kelly & Shane Goldmacher & Thomas Kaplan NYT
Do Not Presume Clout or Competence From the Fed
Market Minder Fisher Investments
Underlying Reality of Jobs Rebound: Part Time Work, Less Pay
Tami Luhby CNN
China Apple Ban Could Cost Investors Many Billions
Douglas McIntyre 24/7 Wall St.
This Is a Mania Stock Market; One That's Likely to Grow
Nigam Arora MarketWatch
Robinhood App Is Luring Amateurs a la Internet Era
Charles Gasparino New York Post


Tuesday, August 11
What Makes a Good Investor? Experience Beats Smarts
Jared Dillian MarketWatch
Mortgage Rates at Historic Lows. Time to Refinance?
Maurie Backman Motley Fool
Musk & Bezos's Space Plans: Crazier Than We Thought
Reed Tucker New York Post
What Indians Lost When Their Government Banned TikTok
Nitish Pahwa Slate
Unemployment Fraud Rising Thanks to $600 Bonus
Nick Stehle Washington Examiner
Where the Plastic Ethos Meets Up with Reality
Christian Josi The Economic Standard
The iPhone 12 Feature That Could Cause Millions to Upgrade
Clare Duffy CNN
I'm the CEO of Uber. Gig Workers Deserve Better.
Dara Khosrowshahi New York Times


Wednesday, August 12
Reading the Dollar Doldrums
Mohamed El-Erian Project Syndicate
Start-Ups Braced for the Worst. It Never Came.
Erin Griffith The New York Times
The Definitive Guide to the All Weather Portfolio
Nick Maggiulli Of Dollars & Data
Buffett's Favorite Market Indicator Flashes A Sell
Shawn Langlois MarketWatch
Will An S&P Record High Be The Start Of Something Big?
Patti Domm CNBC
Will The Economic Rebound Fade In The 2nd Half?
James Picerno Capital Spectator
Trump's Anti-Despair Economics
Casey Mulligan City Journal
The Bullish Case For Bonds Even With Very Low Rates
Mark Hulbert MarketWatch


Thursday, August 13
Reasons (NOT) To Be Cheerful
James Montier GMO
Another Roaring Twenties May Be Ahead
Ed Yardeni Dr. Ed's Blog
Why Stimulus Spending Fails
Veronique de Rugy Reason.com
What Would Keynes Do In The Covid-19 Economy?
Ezra Klein Vox
America's Dual Recession
Laura Tyson & Lenny Mendonca Project Syndicate
How Trump's War on WeChat Could Upend The Tech Industry
Sara O'Brien CNN
The Times that Try Stock-Pickers' Souls
Drew Dickson Albert Bridge Capital
For The Gig Economy, The Jig Is Up
Ashley Nunes FT Alphaville


Friday, August 14
Stop Punishing Gig Workers, California
Allison Schrager City Journal
How IBM Is Planning To Take On Amazon
Clare Duffy CNN Business
Stocks Are From Mars, Bonds Are From Venus
John Rekenthaler Morningstar
Are These Three Market "Anomalies" Dead?
James Picerno The Capital Spectator
Managing Portfolio Risk in the Golden Age of Fraud?
Jules Hull Medium
How Did the Internet Get So Bad?
Lisa Borst The Nation
How Sumner Redstone Really Made His Fortune
Gideon Yago Vanity Fair
Inflation Is Low Now But Is Still A Big Threat To Retirees
Mark Hulbert MarketWatch


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