RealClearMarkets Week of January 15, 2007 Archives

RealClearMarkets AM Update

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


Tuesday, January 16
Another Win for the January Effect
Mark Hulbert MarketWatch
Time To Invest in Alternative-Energy Industries
Jubak MSN Money
Lure of Entrepreneurship Lures Boomers
J. Gangemi BusinessWeek
Euro Displaces Dollar in Bond Markets
Oakley and Tett FT.com
Tuesday's Daily Blog Watch
James Altucher TheStreet.com
Europe: '07 Story Is Not Yet Written
Eric Chaney Morgan Stanley
Is a Volatile Economy Good for America?
Nick Schulz TCS Daily
Buyers Scarce, Many Condos Are For Rent
Vikas Bajaj NYT
Build It or Bag It: Detroit Auto Show
Joseph White WSJ
Mexico: Tumbling Oil May Strain the Budget
The Economist
Changfeng, Invoking Mao, Aims at US Auto Industry
Levin Bloomberg
Novel Approach To Ensure Europe Prospers
Julie Meyer FT.com
Tech Earnings: Highs & Lows
Hesseldahl & Holahan BusinessWeek
E&Y, KPMG, & The Meaning of Failure
Tim Reason CFO.com
AMD's Pain, Intel's Gain
Alexei Oreskovic TheStreet.com
Earnings Season Begins
Barry Ritholtz The Big Picture
A Message From the Oil Market?
Neil Mellor Bank of NY
Another Win for the January Effect
Mark Hulbert MarketWatch
Time To Invest in Alternative-Energy Industries
Jubak MSN Money
Lure of Entrepreneurship Lures Boomers
J. Gangemi BusinessWeek
Euro Displaces Dollar in Bond Markets
Oakley and Tett FT.com
Tuesday's Daily Blog Watch
James Altucher TheStreet.com
Europe: '07 Story Is Not Yet Written
Eric Chaney Morgan Stanley
Is a Volatile Economy Good for America?
Nick Schulz TCS Daily
Buyers Scarce, Many Condos Are For Rent
Vikas Bajaj NYT
Build It or Bag It: Detroit Auto Show
Joseph White WSJ
Mexico: Tumbling Oil May Strain the Budget
The Economist
Changfeng, Invoking Mao, Aims at US Auto Industry
Levin Bloomberg
Novel Approach To Ensure Europe Prospers
Julie Meyer FT.com
Tech Earnings: Highs & Lows
Hesseldahl & Holahan BusinessWeek
E&Y, KPMG, & The Meaning of Failure
Tim Reason CFO.com
AMD's Pain, Intel's Gain
Alexei Oreskovic TheStreet.com
Earnings Season Begins
Barry Ritholtz The Big Picture
A Message From the Oil Market?
Neil Mellor Bank of NY


Wednesday, January 17
Preview of Wednesday, January 17, 2007
Peggy Riordan CSFB
BoJ Rate Increase Likely To Remain on Hold
S. Derrick Bank of NY
Long-Term Budget Outlook
Comptroller General of US David Walker GAO
Google Helps Us See What Options Are Worth
Crystal Bloomberg
A Tour of the Nordics
Thomas Gade Morgan Stanley
Blazing a Paper Trail in China
David Barboza NYT
Why Tax Cuts Matter
Steve Forbes Heritage Foundation
Sending an Unclear Message
Mark Hulbert MarketWatch
Apple Aims for $100 Assault
Katie Dean TheStreet.com
How Fresh Is Apple?
Dan Frommer Forbes.com
Liquidity & the Global Bull Market of '07
Clif Droke FinancialSense
3 Ways Tony Hayward Can Make His Mark at BP
Lynn Bloomberg
What $1.2 Trillion Can Buy
David Leonhardt NYT
Asia Receives Much-Needed Reminder from Bangkok
Pesek Bloomberg
Migrants Reshaping Parts of Europe and Asia
The Economist
How Speculators Increase Oil Volatility
Moira Herbst BusinessWeek
US Wage Stagnation, a Q&A
Jagdish Bhagwati AEI
Managing Too Much: China's Reserves up $247b
Setser RGE Monitor
Preview of Wednesday, January 17, 2007
Peggy Riordan CSFB
BoJ Rate Increase Likely To Remain on Hold
S. Derrick Bank of NY
Long-Term Budget Outlook
Comptroller General of US David Walker GAO
Google Helps Us See What Options Are Worth
Crystal Bloomberg
A Tour of the Nordics
Thomas Gade Morgan Stanley
Blazing a Paper Trail in China
David Barboza NYT
Why Tax Cuts Matter
Steve Forbes Heritage Foundation
Sending an Unclear Message
Mark Hulbert MarketWatch
Apple Aims for $100 Assault
Katie Dean TheStreet.com
How Fresh Is Apple?
Dan Frommer Forbes.com
Liquidity & the Global Bull Market of '07
Clif Droke FinancialSense
3 Ways Tony Hayward Can Make His Mark at BP
Lynn Bloomberg
What $1.2 Trillion Can Buy
David Leonhardt NYT
Asia Receives Much-Needed Reminder from Bangkok
Pesek Bloomberg
Migrants Reshaping Parts of Europe and Asia
The Economist
How Speculators Increase Oil Volatility
Moira Herbst BusinessWeek
US Wage Stagnation, a Q&A
Jagdish Bhagwati AEI
Managing Too Much: China's Reserves up $247b
Setser RGE Monitor


Thursday, January 18
Tech Start-Ups Thrifty Despite Lots of Cash
Tam & Buckman WSJ
Purging Bloat To Fashion Sleek Software
David Pogue NYT
Hugo Chavez's Economics
Andres Oppenheimer Sacramento Bee
The Future of Wall St. Banking is Overseas
Weidner MarketWatch
Red Flag Over Greenlight Re
M. Goldstein TheStreet.com
Fiscal Conservatism after 2006 Elections
Larry Kudlow Heritage Foundation
Preview of Thursday, 18 January 2007
Peggy Riordan CSFB
Long Live the Carry Trade
Simon Derrick Bank of NY
Fewer Circulating Yuan Is China's Next Headache
Mukherjee Bloomberg
BoE Breaks Stride to Restrain Wages
Mark Gilbert Bloomberg
The Lost Continent
Martin Hutchinson PrudentBear
January Is No Longer a Time To Nap
James Stewart SmartMoney.com
Has US Income Inequality Really Increased?
A. Reynolds Cato
How Does Steve Jobs Avoid Media Scrutiny?
John Dvorak MarketWatch
Return to Guruville: Tracking the Pundits
Aaron Task TheStreet
Has the FASB Outlived Its Usefulness?
Alex Pollock AEI
Why Intel Is Poised To Soar
Robert Walberg MSN Money
Tech Start-Ups Thrifty Despite Lots of Cash
Tam & Buckman WSJ
Purging Bloat To Fashion Sleek Software
David Pogue NYT
Hugo Chavez's Economics
Andres Oppenheimer Sacramento Bee
The Future of Wall St. Banking is Overseas
Weidner MarketWatch
Red Flag Over Greenlight Re
M. Goldstein TheStreet.com
Fiscal Conservatism after 2006 Elections
Larry Kudlow Heritage Foundation
Preview of Thursday, 18 January 2007
Peggy Riordan CSFB
Long Live the Carry Trade
Simon Derrick Bank of NY
Fewer Circulating Yuan Is China's Next Headache
Mukherjee Bloomberg
BoE Breaks Stride to Restrain Wages
Mark Gilbert Bloomberg
The Lost Continent
Martin Hutchinson PrudentBear
January Is No Longer a Time To Nap
James Stewart SmartMoney.com
Has US Income Inequality Really Increased?
A. Reynolds Cato
How Does Steve Jobs Avoid Media Scrutiny?
John Dvorak MarketWatch
Return to Guruville: Tracking the Pundits
Aaron Task TheStreet
Has the FASB Outlived Its Usefulness?
Alex Pollock AEI
Why Intel Is Poised To Soar
Robert Walberg MSN Money


Friday, January 19
Intel's Otellini May Be Captive to History
John Shinal MarketWatch
Cafeteria Catholicism & The Min Wage
S. Bainbridge TCSDaily.com
Fed Officials Still Cautious
Simon Derrick Bank of NY
Wealthy Americans Lighten Hedge Allocations
FT Alphaville
Strange Things Happen in Era of Small Returns
Currier Bloomberg
Oil, Assets & the Global Financial System
R. Toloui PIMCO Bonds
The Value of Doing Nothing
Mark Hulbert MarketWatch
Friday's Daily Blog Watch
James Altucher TheStreet.com
BoJ Keeps Carry Trade Alive and Well
Pesek Bloomberg
'Visual DNA' To Be Used for Market Research
Leila Abboud WSJ
Can Tech Stocks Spark a '07 Rally?
Jim Jubak MSN Money
Welcome to the 'Great Moderation'
Gerard Baker Times of London
Intel's Otellini May Be Captive to History
John Shinal MarketWatch
Cafeteria Catholicism & The Min Wage
S. Bainbridge TCSDaily.com
Fed Officials Still Cautious
Simon Derrick Bank of NY
Wealthy Americans Lighten Hedge Allocations
FT Alphaville
Strange Things Happen in Era of Small Returns
Currier Bloomberg
Oil, Assets & the Global Financial System
R. Toloui PIMCO Bonds
The Value of Doing Nothing
Mark Hulbert MarketWatch
Friday's Daily Blog Watch
James Altucher TheStreet.com
BoJ Keeps Carry Trade Alive and Well
Pesek Bloomberg
'Visual DNA' To Be Used for Market Research
Leila Abboud WSJ
Can Tech Stocks Spark a '07 Rally?
Jim Jubak MSN Money
Welcome to the 'Great Moderation'
Gerard Baker Times of London
The Oil Drubbing Is Over
Doug Kass TheStreet.com
The Oil Drubbing Is Over
Doug Kass TheStreet.com
Monday, January 22
Cheap Gas Worries Auto Makers
Joseph White WSJ
Why Backdated Options Might Be Contagious
Mark Hulbert NYT
Preview of Monday, January 22, 2007
Peggy Riordan CSFB
The Global Question: Who Needs the US?
Peter Gumbel Time
Capital Keeps Falling on my Head
John Mauldin Thoughts from the Frontline
Thoughts on Japanese Monetary Policy
S. Derrick Bank of NY
Sacrificing Size for Success at GM
David Welch BusinessWeek
Undercover Economist--January Dues
Tim Harford FT
Global Economy This Week
Economics Team Credit Suisse
Weekend Reading Review
Paul Kedrosky TheStreet.com
Finding Out the P.E. Ratio of Steve Jobs
De Aenille NYT
Europe Was Saved in Biggest Merger That Failed
Lynn Bloomberg
Why the Chip Ship Will Sink
Bill Fleckenstein MSN Money
Barrels of Confusion
Peter Coy et al BusinessWeek
Cheap Gas Worries Auto Makers
Joseph White WSJ
Why Backdated Options Might Be Contagious
Mark Hulbert NYT
Preview of Monday, January 22, 2007
Peggy Riordan CSFB
The Global Question: Who Needs the US?
Peter Gumbel Time
Capital Keeps Falling on my Head
John Mauldin Thoughts from the Frontline
Thoughts on Japanese Monetary Policy
S. Derrick Bank of NY
Sacrificing Size for Success at GM
David Welch BusinessWeek
Undercover Economist--January Dues
Tim Harford FT
Global Economy This Week
Economics Team Credit Suisse
Weekend Reading Review
Paul Kedrosky TheStreet.com
Finding Out the P.E. Ratio of Steve Jobs
De Aenille NYT
Europe Was Saved in Biggest Merger That Failed
Lynn Bloomberg
Why the Chip Ship Will Sink
Bill Fleckenstein MSN Money
Barrels of Confusion
Peter Coy et al BusinessWeek


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