RealClearMarkets Week of May 12, 2008 Archives

RealClearMarkets Off The Street

Monday, May 12
And You Thought Gasoline Prices Were High?
Mark Perry Carpe Diem
The Law of Unintended Consequences
Steven Davidoff DealBook
On The Windfall Profits Tax
Angry Bear
Where Does Oil Go from Here?
Cam Hui Seeking Alpha
Floating â??Wage Insuranceâ?? at Globalization Town Halls
Bob Davis RT Economics
What Does Boating Tell Us About the Economy?
B. Ritholtz Big Picture
The Importance of Stock Picking
Brett Steenbarger TraderFeed
Housing: Signs of Life?
Calculated Risk
Top Incomes in the U.S. and Abroad
Lane Kenworthy Consider the Evidence
Why Citi Can't Be a Global Universal Bank
Felix Salmon Market Movers
A 'Numbers Racket'?
Mark Thoma Economist's View
What's Up (and Down) with Exports?
James Picerno Capital Spectator
Let's Not Write The Fed a Blank Check
Steve Waldman Interfluidity
And You Thought Gasoline Prices Were High?
Mark Perry Carpe Diem
The Law of Unintended Consequences
Steven Davidoff DealBook
On The Windfall Profits Tax
Angry Bear
Where Does Oil Go from Here?
Cam Hui Seeking Alpha
Floating â??Wage Insuranceâ?? at Globalization Town Halls
Bob Davis RT Economics
What Does Boating Tell Us About the Economy?
B. Ritholtz Big Picture
The Recession That Wasn't
James Pethokoukis Capital Commerce
Taking Stock of the USD's Global Role
Brad Setser RGE Monitor
The Rise in the Price of Oil
Gary Becker Becker-Posner
Economic Fundamentalism & The Minimum Wage
Crooked Timber
The Importance of Stock Picking
Brett Steenbarger TraderFeed
Housing: Signs of Life?
Calculated Risk
Top Incomes in the U.S. and Abroad
Lane Kenworthy Consider the Evidence
Why Citi Can't Be a Global Universal Bank
Felix Salmon Market Movers
A 'Numbers Racket'?
Mark Thoma Economist's View
What's Up (and Down) with Exports?
James Picerno Capital Spectator
Let's Not Write The Fed a Blank Check
Steve Waldman Interfluidity
The Recession That Wasn't
James Pethokoukis Capital Commerce
Taking Stock of the USD's Global Role
Brad Setser RGE Monitor
The Rise in the Price of Oil
Gary Becker Becker-Posner
Economic Fundamentalism & The Minimum Wage
Crooked Timber


Tuesday, May 13
Minimum Wage and the Left
Stumbling and Mumbling
CEA Chairman Ed Lazear's Confidence Is Misplaced
Jeff Frankel
Was the Hamptons Property Bubble Speculative?
Felix Salmon Market Movers
LIBOR Correction Coming
Tanta Calculated Risk
Does the High Oil Price Reflect a Bubble?
Tyler Cowen Marginal Revolution
Bill Miller Versus Barry Zito
Rich Karlgaard Digital Rules
Net Exports, Oil Imports, & Implications for GDP
M. Chinn Econbrowser
Requiem For Another Try At Hedge Fund Regulation
All About Alpha
The Fed Already Has a Blank Check!
Mark Thoma Economist's View
Why Didn't Dell Buy EDS?
Douglas McIntyre 24/7 Wall St.
Minimum Wage and the Left
Stumbling and Mumbling
CEA Chairman Ed Lazear's Confidence Is Misplaced
Jeff Frankel
Was the Hamptons Property Bubble Speculative?
Felix Salmon Market Movers
LIBOR Correction Coming
Tanta Calculated Risk
Does the High Oil Price Reflect a Bubble?
Tyler Cowen Marginal Revolution
Bill Miller Versus Barry Zito
Rich Karlgaard Digital Rules
Net Exports, Oil Imports, & Implications for GDP
M. Chinn Econbrowser
Requiem For Another Try At Hedge Fund Regulation
All About Alpha
The Fed Already Has a Blank Check!
Mark Thoma Economist's View
Why Didn't Dell Buy EDS?
Douglas McIntyre 24/7 Wall St.
$100,000+ Condos Made From Discarded Containers
M. Shedlock
Consensus Economist Estimates
Bespoke Investment Group
$100,000+ Condos Made From Discarded Containers
M. Shedlock
Economists See Housing Weakness Until 2010
M. Cowley RT Economics
Retail Sales and Import Prices
James Picerno Capital Spectator
Spatial Price Index: A Complement to the CPI
Angry Bear
Inflation Ex-Inflation Ex-Inflation
Barry Ritholtz Big Picture
For Many on Wall Street, H-P Deal Doesnâ??t Add Up
DealBook
The Case Against a Citi Breakup
Yves Smith Naked Capitalism
The Profile of Household Income in the US
Political Calculations
What Microsoft Will Do Next
Michael Copeland Techland
Consensus Economist Estimates
Bespoke Investment Group
Economists See Housing Weakness Until 2010
M. Cowley RT Economics
Retail Sales and Import Prices
James Picerno Capital Spectator
Spatial Price Index: A Complement to the CPI
Angry Bear
Inflation Ex-Inflation Ex-Inflation
Barry Ritholtz Big Picture
For Many on Wall Street, H-P Deal Doesnâ??t Add Up
DealBook
The Case Against a Citi Breakup
Yves Smith Naked Capitalism
The Profile of Household Income in the US
Political Calculations
What Microsoft Will Do Next
Michael Copeland Techland


Wednesday, May 14
Catastrophes More Likely Without Strong Central Bank
Richard Serlin
Capabilities, Constraints, and Confidence
Steve Waldman Interfluidity
There Are Better Ideas Than Doha
Kevin Gallagher Dani Rodrik's Blog
The Wealth Gap: Let's Not Rush to Judgment
Sybil's Star
Stern: Economy May Face Subdued Performance
RT Economics
Beware the Favorite Investments of Stock Market Gurus?
CXOAG
What's Driving Oil Higher? The Dollar, Stupid
SeekingAlpha
How To Curb CEO Pay
Felix Salmon Market Movers
My Model of the Oil Market
Arnold Kling EconLog
Credit Crunch: How We Got Here & How To Get Out
Econbrowser
Catastrophes More Likely Without Strong Central Bank
Richard Serlin
Capabilities, Constraints, and Confidence
Steve Waldman Interfluidity
There Are Better Ideas Than Doha
Kevin Gallagher Dani Rodrik's Blog
The Wealth Gap: Let's Not Rush to Judgment
Sybil's Star
Stern: Economy May Face Subdued Performance
RT Economics
Beware the Favorite Investments of Stock Market Gurus?
CXOAG
What's Driving Oil Higher? The Dollar, Stupid
SeekingAlpha
How To Curb CEO Pay
Felix Salmon Market Movers
My Model of the Oil Market
Arnold Kling EconLog
Credit Crunch: How We Got Here & How To Get Out
Econbrowser
Coming Soon: More Low Ratings From Merrill
DealBook
U.S. Inflation Miracle Continues
Barry Ritholtz Big Picture
Is Cap And Trade The Future?
Megan McArdle Asymmetrical Information
A Less Distressed U.S. Stock Market
Political Calculations
Did Medicare Part D Work?
Ken Houghton Angry Bear
Thaler on Nudging People to Make Better Choices
Real Time Economics
Should The Fed Pop Bubbles?
Rich Karlgaard Digital Rules
Why Ag Subsidies Don't Mean Lower Food Prices
Market Movers
Wolf, Becker and Poser on Oil
Yves Smith Naked Capitalism
Rethinking Modern Portfolio Theory
James Picerno Capital Spectator
Coming Soon: More Low Ratings From Merrill
DealBook
U.S. Inflation Miracle Continues
Barry Ritholtz Big Picture
Is Cap And Trade The Future?
Megan McArdle Asymmetrical Information
A Less Distressed U.S. Stock Market
Political Calculations
Did Medicare Part D Work?
Ken Houghton Angry Bear
Thaler on Nudging People to Make Better Choices
Real Time Economics
Should The Fed Pop Bubbles?
Rich Karlgaard Digital Rules
Why Ag Subsidies Don't Mean Lower Food Prices
Market Movers
Wolf, Becker and Poser on Oil
Yves Smith Naked Capitalism
Rethinking Modern Portfolio Theory
James Picerno Capital Spectator


Thursday, May 15
Beginning of the End of the Credit Crisis?
Felix Salmon Market Movers
Volcker Warns of Precedent Set by Fed Moves
Real Time Economics
Is Concern for Inflation Inflated
Mark Perry Carpe Diem
The Wealth Gap: Let's Not Rush to Judgment
Sybil's Star
Beginning of the End of the Credit Crisis?
Felix Salmon Market Movers
Volcker Warns of Precedent Set by Fed Moves
Real Time Economics
Is Concern for Inflation Inflated
Mark Perry Carpe Diem
The Wealth Gap: Let's Not Rush to Judgment
Sybil's Star
Musing on Seasonal Adjustment and the CPI
M. Chinn Econbrowser
Real Earnings, Not So Much
Andrew Samwick Capital Gains & Games
Want To Fix The Fed? Get Rid Of It
Mish's Global Econ. Trend Analysis
Economic History, Institutions & Choice
Tim Schilling MV=PQ
Debunking the 'Liquidationist' Myth
D. Beckworth Macro/Market Musings
Recessions and Industrial Production
Calculated Risk
Making The Case--Again--For An Economic Rebound
Econ. Policy Inst.
The Fed Takes Another Look At Bubbles
Real Time Economics
In Defense of Larry Summers
Dani Rodrik's Blog
A Simpler Explanation for Bill Miller
David Merkel Aleph Blog
Can the Fed Identify & Pop Asset Bubbles?
Barry Ritholtz Big Picture
Harvesting Cash: Who Wants to Be a Millionaire?
M. Perry Carpe Diem
Strange Inflation Coverage at the NYT
Dean Baker Beat the Press
Vikram Pandit Spams His Customers
Felix Salmon Market Movers
How The Fed Can Minimize Asset Bubbles
Macro & Other Market Musings
Musing on Seasonal Adjustment and the CPI
M. Chinn Econbrowser
Real Earnings, Not So Much
Andrew Samwick Capital Gains & Games
Want To Fix The Fed? Get Rid Of It
Mish's Global Econ. Trend Analysis
Economic History, Institutions & Choice
Tim Schilling MV=PQ
Debunking the 'Liquidationist' Myth
D. Beckworth Macro/Market Musings
Recessions and Industrial Production
Calculated Risk
Making The Case--Again--For An Economic Rebound
Econ. Policy Inst.
The Fed Takes Another Look At Bubbles
Real Time Economics
In Defense of Larry Summers
Dani Rodrik's Blog
A Simpler Explanation for Bill Miller
David Merkel Aleph Blog
Can the Fed Identify & Pop Asset Bubbles?
Barry Ritholtz Big Picture
Harvesting Cash: Who Wants to Be a Millionaire?
M. Perry Carpe Diem
Strange Inflation Coverage at the NYT
Dean Baker Beat the Press
Vikram Pandit Spams His Customers
Felix Salmon Market Movers
How The Fed Can Minimize Asset Bubbles
Macro & Other Market Musings


Friday, May 16
Gov't Inflation Data at Odds with Reality
Gary Dorsch SirChartsAlot
More "Who Could Have Known" Economics
Dean Baker Beat the Press
Gov't Inflation Data at Odds with Reality
Gary Dorsch SirChartsAlot
Bailout For Homeowners & Lenders
A Dash of Insight
The Top 10 Tech Trends
Eric Savitz Tech Trader Daily
Why the Fed Won't Raise Rates to Prick Bubbles
Felix Salmon Market Movers
McCain's Budget: Largest Debt Since WWII
B. Furnas The Wonk Room
Inflation Targeting and Global Supply Shocks
Twenty-Cent Paradigms
These Aren't The Prices You're Looking For...
Accrued Interest
Want To Fix The Fed? Get Rid Of It
Mish's Global Econ. Trend Analysis
Using Int'l Trade Growth to Diagnose Economy
Political Calculations
More "Who Could Have Known" Economics
Dean Baker Beat the Press
Bailout For Homeowners & Lenders
A Dash of Insight
The Top 10 Tech Trends
Eric Savitz Tech Trader Daily
Why the Fed Won't Raise Rates to Prick Bubbles
Felix Salmon Market Movers
McCain's Budget: Largest Debt Since WWII
B. Furnas The Wonk Room
Inflation Targeting and Global Supply Shocks
Twenty-Cent Paradigms
These Aren't The Prices You're Looking For...
Accrued Interest
Want To Fix The Fed? Get Rid Of It
Mish's Global Econ. Trend Analysis
Using Int'l Trade Growth to Diagnose Economy
Political Calculations
What Has Happened to the FT's Gillian Tett?
Y. Smith Naked Capitalism
Oil and the Price at the Pump
Eddy Elfenbein Crossing Wall Street
Treasury Yields: A Real-Time Market Sentiment Gauge
TraderFeed
Adjusting to $125 a Barrel Oil
Brad Setser Follow The Money
Recession Proof: Not Tax Preparation Services
B. Conerly Businomics
Q1 S&P 500 Group EPS Growth
Bespoke Investment Group
Capital: How Much Is Enough?
Helen Thomas FT Alphaville
â??Letâ??s Not Kid Ourselvesâ?? on Housing
Phil Izzo Real Time Economics
At Long Last, Some Good Economic News
James Picerno Capital Spectator
Can Central Banks Go Broke?
Willem Buiter Maverecon
What Has Happened to the FT's Gillian Tett?
Y. Smith Naked Capitalism
Oil and the Price at the Pump
Eddy Elfenbein Crossing Wall Street
Treasury Yields: A Real-Time Market Sentiment Gauge
TraderFeed
Adjusting to $125 a Barrel Oil
Brad Setser Follow The Money
Recession Proof: Not Tax Preparation Services
B. Conerly Businomics
Q1 S&P 500 Group EPS Growth
Bespoke Investment Group
Capital: How Much Is Enough?
Helen Thomas FT Alphaville
â??Letâ??s Not Kid Ourselvesâ?? on Housing
Phil Izzo Real Time Economics
At Long Last, Some Good Economic News
James Picerno Capital Spectator
Can Central Banks Go Broke?
Willem Buiter Maverecon
Monday, May 19
NYT Still Does Not Understand the Housing Crash
Dean Baker Beat the Press
NYT Still Does Not Understand the Housing Crash
Dean Baker Beat the Press
Subprime Writedown: Losses Per Employee
Barry Ritholtz Big Picture
The Risks of an Argentine Financial Crisis
Felix Salmon Market Movers
Fed and Bubbles: First, Heal Thyself?
Greg Ip Real Time Economics
Spot the Contradiction
Alex Tabarrok Marginal Revolution
Single Family Homes: Comparing Starts & Sales
Calculated Risk
Reviewing the Media Pundits: Two Views of the Fed
A Dash of Insight
Surprise! Microsoft Proposes New Deal To Yahoo
DealBook
Is Speculation Fueling The Oil Bubble?
James Hamilton Econbrowser
How Much Gov't Regulation To 'Protect' Consumers?
Becker-Posner
Bubbles, Not In The Abstract
Tim Duy Economist's View
Subprime Writedown: Losses Per Employee
Barry Ritholtz Big Picture
The Risks of an Argentine Financial Crisis
Felix Salmon Market Movers
Fed and Bubbles: First, Heal Thyself?
Greg Ip Real Time Economics
Spot the Contradiction
Alex Tabarrok Marginal Revolution
Single Family Homes: Comparing Starts & Sales
Calculated Risk
Reviewing the Media Pundits: Two Views of the Fed
A Dash of Insight
Surprise! Microsoft Proposes New Deal To Yahoo
DealBook
Is Speculation Fueling The Oil Bubble?
James Hamilton Econbrowser
How Much Gov't Regulation To 'Protect' Consumers?
Becker-Posner
Bubbles, Not In The Abstract
Tim Duy Economist's View
S&P 10-Year P/E Ratios
Eddy Elfenbein Crossing Wall Street
The Road To Serfdom
Free Exchange
Pascal Lamy's Lament
Dani Rodrik
Has Irelandâ??s Rising Tide Benefited Its Poor?
Consider the Evidence
Alan Meltzer on the Fed, Money, and Gold
Russ Roberts EconTalk
A Different Kind of Bracketology, Part 2
Political Calculations
How Much Do You Pay For Gas These Days?
Barry Ritholtz Big Picture
Oil--Is There a Bubble?
Charles Engel RGE Monitor
5 Ways Next President Can Fix Economy
J. Pethokoukis Cap. Commerce
Consumer Sentiment: Is the Worst Yet To Come?
Mike Shedlock
S&P 10-Year P/E Ratios
Eddy Elfenbein Crossing Wall Street
The Road To Serfdom
Free Exchange
Pascal Lamy's Lament
Dani Rodrik
Has Irelandâ??s Rising Tide Benefited Its Poor?
Consider the Evidence
Alan Meltzer on the Fed, Money, and Gold
Russ Roberts EconTalk
A Different Kind of Bracketology, Part 2
Political Calculations
How Much Do You Pay For Gas These Days?
Barry Ritholtz Big Picture
Oil--Is There a Bubble?
Charles Engel RGE Monitor
5 Ways Next President Can Fix Economy
J. Pethokoukis Cap. Commerce
Consumer Sentiment: Is the Worst Yet To Come?
Mike Shedlock


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