RealClearMarkets Week of November 12, 2012 Archives

RealClearMarkets AM Update

Monday, November 12
An Old Friend: Stock Market's Shiller P/E
Cliff Asness AQR Capital Mgmt.
Is Dow Theory Signaling It's Time to Sell?
Mark Hulbert MarketWatch
Berkshire Trades As Though Buffet's Already Left
Andrew Bary Barron's
After a Momentous Event, 11 Key Lessons
Barry Ritholtz Washington Post
How Mr. Obama Can Sweep Wall Street Clean
William Cohan Bloomberg
Mr. Obama's Destiny, And The End of Laissez-Faire
John Chapman RCM
Sad Republicans Need to Walk Back From the Ledge
John Tamny Forbes
We Just Had a Class War, And One Side Won
Jonathan Chait New York
Obama Has Four Years to Fix the Economy
Jeffrey Sachs Financial Times
Financial Crisis: How Alexander Hamilton Dealt
Thomas McCraw NYT
My Top Five Choices For a New Treasur Sec'y
Simon Johnson Bloomberg
Housing Is Also Headed For a Fiscal Cliff
Stephen Meister New York Post
We Can't Afford Another Fiscal Cliff
A. Evans-Pritchard Daily Telegraph
The Real Fiscal Choices That the U.S. Faces
Editorial Wall Street Journal
A Case Against a "Fiscal Cliff" Bargain
James Surowiecki The New Yorker
Fiscal Cliff Doomsday for Investors? Not Really
Paul Lim New York Times


Tuesday, November 13
Deluding Ourselves Right Over Fiscal Cliff
Robert Rubin New York Times
Obama Misdiagnoses Economic Malaise
Richard Rahn Washington Times
High Income Tax Cuts Are Here to Stay -- For Now
Josh Barro Bloomberg
Can We Survive All Tax Hike Rush To the Cliff?
Gene Epstein Barron's
A New 2013 Bull Record, or Crash Over Cliff?
Paul Farrell MarketWatch
Traders Limber Up For a Race To the Exits
John Crudele New York Post
Romney's Loss Clears Way for Return of Reaganites
Ralph Benko Forbes
Dose of Realism for J.C. Penney's CEO
Andrew Ross Sorkin New York Times
The U.S. Will Be Saudi Arabia, If Allowed
Editorial Wall Street Journal
The Fed Ignores Needs of Savers
Diana Furchtgott-Roth RealClearMarkets
Why the Glass-Steagall Myth Persists
Don Watkins & Yaron Brook Forbes
Stanford's Gift to the World: Large Alumni Profits
Alison Damast BBW
Corporate America: Don't Give Up On the Workers
Nina Easton Fortune
Corporate Profits 20% Below Record Levels
Graham Tanaka Investor's
Europe Could Still Blow Up, Let's Not Be Complacent
Douglas Elliott RCM


Wednesday, November 14
Can Bernanke's Fed Prevent a Second Recession?
William Greider Nation
Business Plan for American Revival
Lloyd Blankfein Wall Street Journal
Obama's Welfare State Needs GOP Guardians
Edward Glaeser Bloomberg
All Tax Increases Are Not Created Equal
Andrew Biggs RealClearMarkets
We (Probably) Can't Survive Austerity Crisis
Neil Irwin Washington Post
Obama Doesn't Believe His Own Economic Hype
Brian Domitrovic Forbes
Bankers Abandoned Obama, Other Rich Were Strong
Nate Cohn TNR
Fiscal Cliff: Look Who Won't Negotiate
Editorial Investor's Business Daily
How the U.S. Can Avoid Falling Off Cliff
Glenn Hubbard Financial Times
Markets Braced for Protracted Fiscal Cliff Fight
Randall Forsyth Barron's
Current Fears Among Investors Are Overblown
Doug Kass TheStreet.com
Charting S&P 500's Precarious Position
Michael Ashbaugh MarketWatch
Isaacson's "Steve Jobs": Excellent Lesson In Economics
John Tamny RCM
To Fix Housing, Modernize the Transaction
Arnold Kling The American
CA Votes for More Taxes and Spending
Charlotte Allen Weekly Standard
Energy Independence In the U.S.: Don't Pop Cork Yet
Clifford Krauss NYT


Thursday, November 15
My Name's Uncle Sam, And I'm a Debt-A-Holic
Caroline Baum Bloomberg
Letter to Geithner: How to Dodge Debt Crisis
Allan Sloan Washington Post
U.S. Must Avoid Europe's Toxic Tax Fix
Matthew Melchiorre USA Today
Obama's Clear Message: Taxes For the Rich
Jonathan Cohn New Republic
Mr. Obama's Tax Hikes Would Shrink the Economy
Editorial Investor's
Obama Stands Tough On the Bush Tax Cuts
Editorial New York Times
Obama Talks About Nothing with Crony Yes Men
Charles Gasparino NYP
The Poor Will Be the First Over the Fiscal Cliff
Bryce Covert The Nation
The Decline and Tragic Fall of Entitlement Democracy
Bill Frezza Forbes
Politicians Are Way Off, "Price Gouging" Is Beautiful
Julian Morris RCM
Why Mitt Romney Deserved To Lose the Election
Louis Woodhill Forbes
Market's 200-Day Moving Average Is Broken
Mark Hulbert MarketWatch
Goldman Partner Class Should Be Even Smaller
Stephen Gandel Fortune
How China Morphed Into a Capitalist Nation
Nick Schulz The American
What Small Business Wants From the Federal Gov't
Tom Hemphill RCM
How Dead Is the Book Business?
Adam Davidson New York Times Magazine


Friday, November 16
Our 'Malinvestment' In Obama Has Been Painful
Mark Spitznagel Forbes
The Ways Your Taxes Could Go Up in 2013
Christopher Matthews TIME
Goat Economics: Why the Laffer Curve Is Not a Joke
Charlie Musick RCM
Let's Raise Taxes on the Middle Class
Sita Nataraj Slavov The American
Why Lower Tax Rates Are Good for Everyone
Stephen Moore WSJ
Tax Hikes No Good Without Entitlement Reform
Liz Peek Fiscal Times
Social Security Reform a Zombie Idea
Paul Krugman New York Times
Simpson-Bowles: Obamacare Will Need Slashing
Jeff Cox CNBC
The Fiscal Cliff Victim No One Wants to Save
Daniel Gross Daily Beast
Without Cliff Deal, State Bleed Red Ink
Pianin & Ehley The Fiscal Times
Buys and Sells for the Coming 2013 Recession
Paul Farrell MarketWatch
Austerity Pushes Europe into Double Dip
A. Evans-Pritchard Telegraph
Economic Growth Is the Best Way to Boost the Poor
Peter Ferrara Forbes
It's a Good Bet The Fed Doesn't Know What It's Doing
Jeffrey Snider RCM
Saturday, November 17
Why My Small Firm Won't Buy Green Bananas
Jason Trennert Strategas
Washington Is Screwing America Over, Again
Jim Cramer TheStreet
Take A Deep Breath: There Is No Fiscal Crisis
Anatole Kaletsky Reuters
This Market Decline Isn't Just About The Fiscal Cliff
Comstock Partners
Illiterate Fiscal Cliff Dealings Signal a Euro Lurch
Nathan Lewis Forbes
Are Weak Euro Economies Turning?
David Turner Institutional Investor
In a Globalized Economy, Free Trade Is Essential
Lori Ann LaRocco CNBC
In China, To Get Rich Is Not Glorious
Christina Larson BusinessWeek
Bailout? Big Trouble Brewing At The FHA
Edward Pinto The Atlantic
What Seceding From the U.S. Will Cost You
Brett Arends MarketWatch
States Are Facing Their Own Fiscal Cliffs, Too
Rex Sinquefield Forbes
Why Fresh Investing Ideas Go Stale Fast
Chuck Jaffe MarketWatch
Who's Irrational? Bond Investors Or The Fed?
Jason Zweig Total Return
What Revolution? Shale Gas Will Be Next Bubble to Pop
Minyanville
Sunday, November 18
Why Volt Shouldn't Exist But Twinkies Will
Dave Maney Minyanville
Beyond Twinkies: Why More Workers Are Striking
Mark Koba CNBC
To Avoid Fiscal Cliff Dive, Extend the '03 Taxes
Thomas Fanning Forbes
Shale Boom and U.S. Industrial Renaissance
Tom Stevenson Telegraph
Plenty of Jobs, for the Right Skills
Thomas Friedman New York Times
Growing Realization Entitlements Must Be Cut
Merrill Matthews Forbes
50 Unfortunate Truths About Investing
Morgan Housel The Motley Fool
New Financial Regulators Above the Law
George Will Washington Post
How a Payday Lending Startup Uses Facebook
Martha White TIME
Privatizing Greece, Slowly But Not Surely
Liz Alderman New York Times
The Euro Is Germany's New Deutschemark
Jeremy Warner Telegraph
Black Friday, Cyber Monday Have Already Begun
Brad Tuttle TIME
Monday, November 19
In 4 Fearsome Ways, 2013 Looks A Lot Like 1937
Amity Shlaes Bloomberg
Stock Markets Are the Real Econ. Poll
Jonathon Trugman New York Post
Investors Should Be Careful About Stock Market
Jim McTague Barron's
Cows Flee California Seeking a Better Economic Climate
Bill Frezza RCM
Debt Ceiling Is a Bigger Threat than Fiscal Cliff
Steve Conover American
We'll Never Reach "Fiscal Cliff", Nor Does It Matter
John Tamny Forbes
Tax Reform? We Need a Revolution!
Bruce Ackerman Los Angeles Times
To Reduce Inequality, Tax Wealth, Not Income
Daniel Altman NY Times
How Obamacare Will Keep Joblessness High
Mike Tanner New York Post
"Now They Tell Us" About Obama's Economy
Editorial Investor's Business
Truth About Federal Pay
Andrew Biggs & Jason Richwine Washington Post
The Parasite That Kills Its Hostess
Robert Tracinski RealClearMarkets
Hostess Should Have Closed Long Ago
James Surowiecki The New Yorker
The Lost Empire: Can Best Buy Come Back?
Lee Shaffer & McEnroe MST
For App Creators, the Tough Part Is Earning Living
David Streitfeld NYT


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