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May 6, 2008 Archives

RealClearMarkets Morning Edition

Where's the U.S.'s Great Depression? - Gerard Baker, Times of London
Why Yahoo Shares Only Lost 15% - Robert Hof, BusinessWeek
A Yahoogle Boondoggle Would Be Bad - Editorial, Los Angeles Times
SWFs, and Governments as Global Investors - Ernesto Zedillo, Forbes
How Wall St. Gravely Damaged Economy - K. Phillips, American Prospect
High Oil Prices Mean They Will Fall - Irwin Kellner, MarketWatch
David Sokol: The Next Warren Buffett - Andrew Bary, Barron's
Jeffrey Sachs on How to Save the World - Edmund Conway, Daily Telegraph
New Las Vegas Titans Reinvent Old Formula - Steve Friess, NY Times
The Housing Crisis is Over - Cyril Moulle-Berteaux, Wall Street Journal
The Fed Funds Rate, Inflation & Crime - John Tamny, RealClearMarkets
Econ. Fundamentals Say No Recession - Brian Wesbury, FT Advisors

RealClearMarkets Evening Edition

Seven Habits Finance Regulators Must Acquire - Martin Wolf, Fncl Times
MSFT, GOOG, YHOO: The War for the Web - Andy Kessler, Wall St. Journal
Doubts Raised on Big Backers of Mortgages - C. Duhigg, New York Times
Fannie Mae Ready To 'Feast' on Housing Bust - Colin Barr, Fortune
Warren Buffett vs. The Black Swan - Pablo Triana Portela, Forbes
Hidden Mortgage Risks Abound in U.S. Home Market - J. Wasik Bloomberg
Loan Officers Don't Believe the Worst Is Past - Randall Forsyth, Barron's
The Dollar’s Big Dive Inflates Earnings - Megan Johnston, Financial Week

Off the Street

Microsoft-Yahoo: Not Dead Yet? - DealBook
Is Liquidity All That It's Cracked Up to Be? - Yves Smith, Naked Capitalism
2008 Recession Odds Plummet - Bespoke Investment Group
Investment Banks Should Not Buy Hedge Funds - Prince of Wall Street

Transcripts & Videos

Warren Buffett and Bill Gates on the Economy - FOX Business
Is The Worst of the Credit Crisis Over? - Greg Ip, Wall Street Journal
Sorkin/Hilsenrath: Are Private Equity Deals Falling Apart? - CNBC
Trichet: World Economy Continues To Grow - Bloomberg

Research Reports

Open Markets and the Fed Funds Rate - Daniel Thornton, St. Louis Fed
Tighter Lending, Not Too Much GDP Drag - David Malpass, Bear Stearns
Dollar Consolidates Ahead of ECB, BOE - Brown Brothers
Like GDP, the Devil Is In the Details - David Rosenberg, Merrill Lynch