RealClearMarkets Week of January 8, 2007 Archives

RealClearMarkets AM Update

Monday, January 8
2007 Is the Year of the Consumer
Sage Brennan MarketWatch
1 Rukeyser Newsletter Lives On
Peter Brimelow MarketWatch
How a Bull Can Be a Bear This Year
E.S. Browning WSJ
Goldilocks vs. A Few Bears
Bill Fleckenstein MSN Money
Are Some American Funds Too Big?
Morningstar MSN Money
JPY Strength Continues
Simon Derrick Bank of NY
Old Economy Rules Need Modernizing
Caroline Baum Bloomberg
Europe's Buyout Firms Face Hurdles, Not Crisi
M. Lynn Bloomberg
Private Firms Lure Chiefs with Top Pay
A.R. Sorkin & E. Dash NYT
Forecast '07: The Goldilocks Recession
John Mauldin Thoughts from the Frontlinne
Oil: Next Stop, $45?
Moira Herbst BWO
Credit Quality Dips; Slowdown Ahead?
Sarah Johnson CFO.com
2007 Is the Year of the Consumer
Sage Brennan MarketWatch
1 Rukeyser Newsletter Lives On
Peter Brimelow MarketWatch
How a Bull Can Be a Bear This Year
E.S. Browning WSJ
Goldilocks vs. A Few Bears
Bill Fleckenstein MSN Money
Are Some American Funds Too Big?
Morningstar MSN Money
The Labor Market Outlook for '07
Dr. Scott Brown Raymond James
JPY Strength Continues
Simon Derrick Bank of NY
Old Economy Rules Need Modernizing
Caroline Baum Bloomberg
Europe's Buyout Firms Face Hurdles, Not Crisi
M. Lynn Bloomberg
Oil Is The Issue
Joseph P. Larkin Legg Mason
The $200 Trillion Question
Kenneth Rogoff Project Syndicate
Private Firms Lure Chiefs with Top Pay
A.R. Sorkin & E. Dash NYT
Forecast '07: The Goldilocks Recession
John Mauldin Thoughts from the Frontlinne
Oil: Next Stop, $45?
Moira Herbst BWO
Credit Quality Dips; Slowdown Ahead?
Sarah Johnson CFO.com
The Labor Market Outlook for '07
Dr. Scott Brown Raymond James
Oil Is The Issue
Joseph P. Larkin Legg Mason
The $200 Trillion Question
Kenneth Rogoff Project Syndicate


Tuesday, January 9
Wall Street Analysts Stumble on '06 Picks
J. Dorfman Bloomberg
Untruth and Consequences
Mark Thoma Economist's View
Quarterly Review and Outlook: 4Q06
John Mauldin InvestorsInsight
Minor Signs Spell Major Trouble for ExxonMobil
Kilgore MarketWatch
Don't Be Lead Down Primrose Path
Mark Hulbert MarketWatch
UBS Sees Cisco Surging
Scott Moritz TheStreet.com
Buyouts and Buybacks Drive Markets
Igor Greenwald SmartMoney.com
A Rought Ride for USD Bears In Store?
S. Derrick Bank of NY
Where Is The Bottom in Housing?
Hans Wagner FinancialSense.com
Are We Really Less Dependent on Oil?
Dave Altig Macroblog
China's Bourses: Fasten Your Seatbelts?
F. Balfour BWO
Apples, Good and Bad
The Economist
Will Bush Really Raise Taxes?
Rich Karlgaard Forbes.com
Wall Street Analysts Stumble on '06 Picks
J. Dorfman Bloomberg
Untruth and Consequences
Mark Thoma Economist's View
Quarterly Review and Outlook: 4Q06
John Mauldin InvestorsInsight
Minor Signs Spell Major Trouble for ExxonMobil
Kilgore MarketWatch
Don't Be Lead Down Primrose Path
Mark Hulbert MarketWatch
UBS Sees Cisco Surging
Scott Moritz TheStreet.com
Buyouts and Buybacks Drive Markets
Igor Greenwald SmartMoney.com
A Rought Ride for USD Bears In Store?
S. Derrick Bank of NY
Where Is The Bottom in Housing?
Hans Wagner FinancialSense.com
Are We Really Less Dependent on Oil?
Dave Altig Macroblog
China's Bourses: Fasten Your Seatbelts?
F. Balfour BWO
Apples, Good and Bad
The Economist
Will Bush Really Raise Taxes?
Rich Karlgaard Forbes.com
Why Stocks Will Fall
Doug Kass TheStreet.com
Why Stocks Will Fall
Doug Kass TheStreet.com


Wednesday, January 10
Economic Forecast for 1H2007
Wall Street Journal
Subprime Mortgages Crunch--Trouble Ahead?
N. Roubini RGE Monitor
Entitlements & Budget: Time To Take Action
S. Butler Heritage
Get Ready for a SOX Tax Increase
Amity Shlaes Bloomberg
What Drives Cap. Spending in Health Care?
R. Wirtz FRB of Minneapolis
Preview of Wednesday, January 10, 2007
Peggy Riordan CSFB
A Minimum of Understanding
James D. Miller TCS Daily
Energy Forecast Chartbook 1Q07
Jason Schenker Wachovia
Be Hunble or Market Will Humble You
Todd Harrison MarketWatch
China Can Do Better Than Swap Dollars for Oil
A. Mukherjee Bloomberg
Private Equity in 2007
Nicholas Varchaver CNN/Money
What's Behind Crash in Oil and Gold?
Gary Dorsch FinancialSense.com
Move Over Libor, It's Time for China's Shibor
Pesek Bloomberg
Equity Markets Remain Under Pressure
S. Derrick Bank of NY
The Future of Economics Isn't So Dismal
D. Leonhardt NYT
Apple's iPhone: Is It Worth It?
N. Wingfield & L. Yuan WSJ
Mortgage Apps Up as Buyers Seek Rate Break
Vikas Bajaj NYT
Commodities Unhappy New Year
Howard Simons TSC
Economic Forecast for 1H2007
Wall Street Journal
Subprime Mortgages Crunch--Trouble Ahead?
N. Roubini RGE Monitor
Entitlements & Budget: Time To Take Action
S. Butler Heritage
Get Ready for a SOX Tax Increase
Amity Shlaes Bloomberg
What Drives Cap. Spending in Health Care?
R. Wirtz FRB of Minneapolis
Preview of Wednesday, January 10, 2007
Peggy Riordan CSFB
A Minimum of Understanding
James D. Miller TCS Daily
Energy Forecast Chartbook 1Q07
Jason Schenker Wachovia
Be Hunble or Market Will Humble You
Todd Harrison MarketWatch
China Can Do Better Than Swap Dollars for Oil
A. Mukherjee Bloomberg
Private Equity in 2007
Nicholas Varchaver CNN/Money
What's Behind Crash in Oil and Gold?
Gary Dorsch FinancialSense.com
Move Over Libor, It's Time for China's Shibor
Pesek Bloomberg
Equity Markets Remain Under Pressure
S. Derrick Bank of NY
The Future of Economics Isn't So Dismal
D. Leonhardt NYT
Apple's iPhone: Is It Worth It?
N. Wingfield & L. Yuan WSJ
Mortgage Apps Up as Buyers Seek Rate Break
Vikas Bajaj NYT
Commodities Unhappy New Year
Howard Simons TSC


Thursday, January 11
The USD Breaches JPY120
S. Derrick Bank of NY
Are We Watching End of an Era?
Peter Brimelow MarketWatch
A Day in the Life of Bill Ford Jr.
Doron Levin Bloomberg
Grasping for Cure for Poverty
David Wessel WSJ
Preview of Thursday, 11 January 2007
Peggy Riordan CSFB
Commodities Outlook: Alcoa or Chevron?
D. Callaway MarketWatch
Apple Waves its Wand at the Phone
David Pogue NYT
Tech Bubble Talk Boils Over
Kevin Kelleher TheStreet.com
Any Value Left in Global Equity Markets?
J. Picerno Capital Spectator
Sum of my Fears (About Trade Deficit)
Brad Setser RGE Monitor
Delta's Future Just Got Trickier
Dean Foust BusinessWeek
M&A Surge to Continue in 2007
Sarah Johnson CFO.com
NAR: Home Prices Seen Rising in '07
Barry Ritholtz The Big Picture
Exec Comp: The SEC's Side of the Story
David M. Katz CFO.com
The USD Breaches JPY120
S. Derrick Bank of NY
Are We Watching End of an Era?
Peter Brimelow MarketWatch
A Day in the Life of Bill Ford Jr.
Doron Levin Bloomberg
Grasping for Cure for Poverty
David Wessel WSJ
Preview of Thursday, 11 January 2007
Peggy Riordan CSFB
Commodities Outlook: Alcoa or Chevron?
D. Callaway MarketWatch
Apple Waves its Wand at the Phone
David Pogue NYT
Tech Bubble Talk Boils Over
Kevin Kelleher TheStreet.com
Any Value Left in Global Equity Markets?
J. Picerno Capital Spectator
Sum of my Fears (About Trade Deficit)
Brad Setser RGE Monitor
Delta's Future Just Got Trickier
Dean Foust BusinessWeek
M&A Surge to Continue in 2007
Sarah Johnson CFO.com
NAR: Home Prices Seen Rising in '07
Barry Ritholtz The Big Picture
Exec Comp: The SEC's Side of the Story
David M. Katz CFO.com


Friday, January 12
Oil Plunge--Good for Growth/Bad for Earnings
B. Ritholtz Big Picture
5 Dumbest Things On Wall Street This Week
Colin Barr TSC
Deutsche Poll Shows Shift to Emerging Markets
FT Alphaville
What Thailand's Woes Say About Asia
William Pesek Bloomberg
GBP on the Rise
Neil Mellor Bank of New York
Steve Jobs Walks the Tightrope Again
John Markoff NYT
Share Reform in China
DealReporter FinanceAsia.com
Turkey: Remembering Milton Friedman
Serhan Cevik Morgan Stanley
The Bulls Still Have Room To Run
Mark Hulbert MarketWatch
The Next Uranium Bull Market
Marin Katusa FinancialSense
Oil Plunge--Good for Growth/Bad for Earnings
B. Ritholtz Big Picture
5 Dumbest Things On Wall Street This Week
Colin Barr TSC
Deutsche Poll Shows Shift to Emerging Markets
FT Alphaville
What Thailand's Woes Say About Asia
William Pesek Bloomberg
GBP on the Rise
Neil Mellor Bank of New York
Steve Jobs Walks the Tightrope Again
John Markoff NYT
Share Reform in China
DealReporter FinanceAsia.com
Turkey: Remembering Milton Friedman
Serhan Cevik Morgan Stanley
The Bulls Still Have Room To Run
Mark Hulbert MarketWatch
The Next Uranium Bull Market
Marin Katusa FinancialSense
Monday, January 15
Value, Emerging Markets Will Continue To Win
M. Krause TSC
Are Big Funds Nearing a Limit?
Tom Petruno LA Times
M-Policy the Dominant Theme of the Week
S. Derrick Bank of NY
Contrarian Approach to Investing
Barry Ritholtz The Big Picture
iPhone Will Fail in a Late, Defensive Move
Matthew Lynn Bloomberg
Home-Loan House of Cards Ready to Fall
Bill Fleckenstein MSN Money
Oil Prices Are Set To Rise
Donald Luskin SmartMoney
Duo Envisions Merging Best of TV, Web
Kevin J. Delaney WSJ
The Problem with 'Made in China'
The Economist
Assessing Iraq War's Impact on the Economy
Greg Robb MarketWatch
Preview of Monday, January 15, 2007
Peggy Riordan CSFB
Retribution, Spite & Loathing
Jena McGregor BWO
Do US Firms Have Best Corporate Governance?
R. Aggarwal et al NBER
Global Economy This Week
Kathleen Stephansen et al CSFB
Should Oil Be $40 or $70?
John Mauldin Thoughts from the Frontline
Europe (Re)Joins the FTA Bandwagon
Claude Barfield AEI
Relief in Sight for Gold Bugs?
Peter Brimelow MarketWatch
Value, Emerging Markets Will Continue To Win
M. Krause TSC
Are Big Funds Nearing a Limit?
Tom Petruno LA Times
M-Policy the Dominant Theme of the Week
S. Derrick Bank of NY
Contrarian Approach to Investing
Barry Ritholtz The Big Picture
iPhone Will Fail in a Late, Defensive Move
Matthew Lynn Bloomberg
Home-Loan House of Cards Ready to Fall
Bill Fleckenstein MSN Money
Oil Prices Are Set To Rise
Donald Luskin SmartMoney
Duo Envisions Merging Best of TV, Web
Kevin J. Delaney WSJ
The Problem with 'Made in China'
The Economist
Assessing Iraq War's Impact on the Economy
Greg Robb MarketWatch
Preview of Monday, January 15, 2007
Peggy Riordan CSFB
Retribution, Spite & Loathing
Jena McGregor BWO
Do US Firms Have Best Corporate Governance?
R. Aggarwal et al NBER
Global Economy This Week
Kathleen Stephansen et al CSFB
Should Oil Be $40 or $70?
John Mauldin Thoughts from the Frontline
Europe (Re)Joins the FTA Bandwagon
Claude Barfield AEI
Relief in Sight for Gold Bugs?
Peter Brimelow MarketWatch


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