RealClearMarkets Week of June 9, 2008 Archives

RealClearMarkets Off The Street

Monday, June 9
Financial Stocks Hit New Lows
Notes on High & Low Finance
Jobless Rate: â??Teen Angstâ?? or Playing â??Catch-Upâ???
Real Time Economics
Another Rough Jobs Report
James Picerno Capital Spectator
Libertarians & Welfare State: Time To Drop Hard Line?
EconLog
The Future of Tender Offer Regulation
Steven Davidoff DealBook
How The FT is Losing the Financial Opinion Wars
Market Movers
We Need a New Business Cycle Vocabulary
Conscience of a Liberal
Does Chinese Inflation Now Constrain The Fed?
Follow The Money
Is Minimum Wage Behind Jump in Unemployment?
Carpe Diem
Is This a Recession and Do We Care?
James Hamilton Econbrowser
Financial Stocks Hit New Lows
Notes on High & Low Finance
Jobless Rate: â??Teen Angstâ?? or Playing â??Catch-Upâ???
Real Time Economics
Another Rough Jobs Report
James Picerno Capital Spectator
Libertarians & Welfare State: Time To Drop Hard Line?
EconLog
The Future of Tender Offer Regulation
Steven Davidoff DealBook
How The FT is Losing the Financial Opinion Wars
Market Movers
We Need a New Business Cycle Vocabulary
Conscience of a Liberal
Does Chinese Inflation Now Constrain The Fed?
Follow The Money
Is Minimum Wage Behind Jump in Unemployment?
Carpe Diem
Is This a Recession and Do We Care?
James Hamilton Econbrowser
Lehman Expects $2.8 Billion Quarterly Loss
DealBook
Greenspan Conundrum In Reverse
Mish's Global Econ Trend Analysis
Unemployment and the Credit Cycle
Steve Waldman Interfluidity
More on Monolines and Bank Writedowns
Accrued Interest
An Oil-Driven Paradigm Shift?
Roger Nusbaum Seeking Alpha
Why the Economy Is Better Than You Think
Capital Commerce
U.S. Policies Put Most U.S. Oil Off-Limits to Drilling
Carpe Diem
Trends in Key Recession Indicators
Menzie Chinn Econbrowser
Thoma vs. Mankiw on Opt-Out Financial Regulation
Brad DeLong
Has The Fed Painted Itself in a Corner?
Yves Smith Naked Capitalism
Lehman Expects $2.8 Billion Quarterly Loss
DealBook
Greenspan Conundrum In Reverse
Mish's Global Econ Trend Analysis
Unemployment and the Credit Cycle
Steve Waldman Interfluidity
More on Monolines and Bank Writedowns
Accrued Interest
An Oil-Driven Paradigm Shift?
Roger Nusbaum Seeking Alpha
Why the Economy Is Better Than You Think
Capital Commerce
U.S. Policies Put Most U.S. Oil Off-Limits to Drilling
Carpe Diem
Trends in Key Recession Indicators
Menzie Chinn Econbrowser
Thoma vs. Mankiw on Opt-Out Financial Regulation
Brad DeLong
Has The Fed Painted Itself in a Corner?
Yves Smith Naked Capitalism


Tuesday, June 10
The Job Market for 2008's College Graduates
Political Calculations
The Pinstripes Chase The Poor
Justin Fox Curious Capitalist
The 3G iPhone Almost Realâ?¦.On July 11
GigaOM
Select Sector Snapshots
Bespoke Investment Group
Cost Estimate for Senate Housing Legislation
CBO Blog
Why Pending Home Sales Are Negative
Calculated Risk
David Einhorn Rolls The Dice
Steven Davidoff DealBook
Chapter 11 Watch
Douglas McIntyre 24/7 Wall Street
Hank Paulson Will Not Rule Out Stupidity
Mish's Global Econ Analysis
How Far Has the Dollar Fallen?
Kurt Brouwer Fundmastery Blog
The Fed Has Spoken--Now What?
James Picerno Capital Spectator
The Job Market for 2008's College Graduates
Political Calculations
The Pinstripes Chase The Poor
Justin Fox Curious Capitalist
The 3G iPhone Almost Realâ?¦.On July 11
GigaOM
Select Sector Snapshots
Bespoke Investment Group
Cost Estimate for Senate Housing Legislation
CBO Blog
Why Pending Home Sales Are Negative
Calculated Risk
David Einhorn Rolls The Dice
Steven Davidoff DealBook
Chapter 11 Watch
Douglas McIntyre 24/7 Wall Street
Hank Paulson Will Not Rule Out Stupidity
Mish's Global Econ Analysis
How Far Has the Dollar Fallen?
Kurt Brouwer Fundmastery Blog
The Fed Has Spoken--Now What?
James Picerno Capital Spectator
Why Is Gas At $4 a Gallon?
Robert Reich
Was Malthus Right After All?
Stumbling and Mumbling
Is a Windfall Tax a Populist Pander?
Felix Salmon Market Movers
Congress Is Doomed To Repeat History
Scott Hodge Tax Foundation
Diving Deep For Value In Smaler Companies
James Picerno Capital Spectator
Foreign Collateral Gains As Liquidity Option
Real Time Economics
Two, Four, Six, Eight ...How We Gonna Regulate?
Asymmetrical Info
Inflation With NO Growth in M1 For 3 Yrs. in a Row?
Carpe Diem
Globalization Anxiety As Mass Hysteria?
Dani Rodrik
Why Is Gas At $4 a Gallon?
Robert Reich
Was Malthus Right After All?
Stumbling and Mumbling
Is a Windfall Tax a Populist Pander?
Felix Salmon Market Movers
Congress Is Doomed To Repeat History
Scott Hodge Tax Foundation
Diving Deep For Value In Smaler Companies
James Picerno Capital Spectator
Foreign Collateral Gains As Liquidity Option
Real Time Economics
Two, Four, Six, Eight ...How We Gonna Regulate?
Asymmetrical Info
Inflation With NO Growth in M1 For 3 Yrs. in a Row?
Carpe Diem
How Big Is The Hedge Fund Industry Really?
Dane Hamilton DealZone
Globalization Anxiety As Mass Hysteria?
Dani Rodrik
How Big Is The Hedge Fund Industry Really?
Dane Hamilton DealZone


Wednesday, June 11
Euro Optimism vs. American Pessimism
Rich Karlgaard Digital Rules
Trading Views From Across the Blogosphere
TraderFeed
Inflation Expectations: The Third Pillar
Joellen Perry Real Time Economics
Enhanced Misery Index vs. Traditional Measure
Big Picture
Measuring Inflation? You Try Setting The Rules!
A Dash of Insight
Richard Fisher: Silly Interest Rate Talk
The Mess That Greenspan Made
Will The Fed Raise Rates in August?
Calculated Risk
A Savings Puzzle
Michael Mandel Economics Unbound
We Move Up & Down Income Quintiles. So What?
Mark Perry Carpe Diem
The Trade Deficit Is Getting Worse, Not Better
Follow the Money
Euro Optimism vs. American Pessimism
Rich Karlgaard Digital Rules
Trading Views From Across the Blogosphere
TraderFeed
Inflation Expectations: The Third Pillar
Joellen Perry Real Time Economics
Enhanced Misery Index vs. Traditional Measure
Big Picture
Measuring Inflation? You Try Setting The Rules!
A Dash of Insight
Richard Fisher: Silly Interest Rate Talk
The Mess That Greenspan Made
Will The Fed Raise Rates in August?
Calculated Risk
A Savings Puzzle
Michael Mandel Economics Unbound
We Move Up & Down Income Quintiles. So What?
Mark Perry Carpe Diem
The Trade Deficit Is Getting Worse, Not Better
Follow the Money
Percent of World Market Capitalization By Country
Bespoke Investment Group
Has Obama Fired Jason Furman Yet?
James Pethokoukis Cap Commerce
Things That Have Not Yet Happened
Mish's Global Econ Trend Analysis
NYFR: Libor Competitor Up and Running
Zubin Jelveh Odd Numbers
Wash Post Blames HUD for Housing/Credit Crisis
Big Picture
Yang vs. Ballmer: The Optimists Edition
Paul Kedrosky Infectious Greed
Fed Watch: Between a Rock and a Hard Place
Tim Duy Economist's View
Recession versus Negative Output Gap
Menzie Chinn Econbrowser
Fifty Years of the Phillips Curve
Greg Ip Real Time Economics
Percent of World Market Capitalization By Country
Bespoke Investment Group
Has Obama Fired Jason Furman Yet?
James Pethokoukis Cap Commerce
Things That Have Not Yet Happened
Mish's Global Econ Trend Analysis
NYFR: Libor Competitor Up and Running
Zubin Jelveh Odd Numbers
Wash Post Blames HUD for Housing/Credit Crisis
Big Picture
Yang vs. Ballmer: The Optimists Edition
Paul Kedrosky Infectious Greed
Fed Watch: Between a Rock and a Hard Place
Tim Duy Economist's View
Recession versus Negative Output Gap
Menzie Chinn Econbrowser
Fifty Years of the Phillips Curve
Greg Ip Real Time Economics


Thursday, June 12
The Two-Year Noteâ??s Freakout
David Gaffen MarketBeat
Taxes 101: Tax Rates, Tax Base and Tax Revenue
Carpe Diem
The Boom in College Education
Becker-Posner
Should China's SAFE Be Considered a SWF?
Brad Setser Follow the Money
Treasury Official Hints That New Fed Facility Might End
Dealbreaker
How Bonds & Various Bond Instruments Are Quoted?
Accrued Interest
What Did Kenneth Lewis Say To Meredith Whitney?
DealBook
Kudlowâ??s Analysis: Less Savings = More Investment!
Angry Bear
Declaring Victory Too Soon
David Merkel Aleph Blog
McCain or Obama, Who Has Better Economic Policy?
Cap Gains & Games
The Two-Year Noteâ??s Freakout
David Gaffen MarketBeat
Taxes 101: Tax Rates, Tax Base and Tax Revenue
Carpe Diem
The Boom in College Education
Becker-Posner
Should China's SAFE Be Considered a SWF?
Brad Setser Follow the Money
Treasury Official Hints That New Fed Facility Might End
Dealbreaker
How Bonds & Various Bond Instruments Are Quoted?
Accrued Interest
What Did Kenneth Lewis Say To Meredith Whitney?
DealBook
Kudlowâ??s Analysis: Less Savings = More Investment!
Angry Bear
Declaring Victory Too Soon
David Merkel Aleph Blog
McCain or Obama, Who Has Better Economic Policy?
Cap Gains & Games
Case For Abolishing The FHA & GSEs
Mish's Global Econ Trend Analysis
$6B, Hedge Funds & "Alternative Alternatives�?
All About Alpha
Why Not Deflation?
EconomPic Data
Cap & Trade Taxes Carbon Emissions--Fortunately!
Maverecon
LIBOR Our Only Hope? No...There Is Another!
Accrued Interest
Fixing Libor, Redux
Felix Salmon Market Movers
FHA: Faulty Housing Assumptions?
David Merkel Aleph Blog
30 Yr. Mortgage Rates vs. 10 Yr. Treasury Yield
Calculated Risk
Housing and the Oil Shock
James Hamilton Econbrowser
Visualizing Oil Production: 1965 - 2007
Paul Kedrosky Infectious Greed
Case For Abolishing The FHA & GSEs
Mish's Global Econ Trend Analysis
$6B, Hedge Funds & "Alternative Alternatives�?
All About Alpha
Why Not Deflation?
EconomPic Data
Cap & Trade Taxes Carbon Emissions--Fortunately!
Maverecon
LIBOR Our Only Hope? No...There Is Another!
Accrued Interest
Fixing Libor, Redux
Felix Salmon Market Movers
FHA: Faulty Housing Assumptions?
David Merkel Aleph Blog
30 Yr. Mortgage Rates vs. 10 Yr. Treasury Yield
Calculated Risk
Housing and the Oil Shock
James Hamilton Econbrowser
Visualizing Oil Production: 1965 - 2007
Paul Kedrosky Infectious Greed


Friday, June 13
Good Capital Takes The Evil Out Of Equity Funds
Business Pundit
Airline Deregulation: Now Do It For Real
Felix Salmon Market Movers
Robert Rubin Is NOT a Free Trader
Dean Baker Beat the Press
Icahn: Smart, Stupid or Just Plain Screwed?
P. Kedrosky Infectious Greed
Emerging Order in the Stock Market
Political Calculations
The ECB Calls Bernankeâ??s Bluff
Gary Dorsch SirChartsAlot
Good Capital Takes The Evil Out Of Equity Funds
Business Pundit
Airline Deregulation: Now Do It For Real
Felix Salmon Market Movers
Robert Rubin Is NOT a Free Trader
Dean Baker Beat the Press
Icahn: Smart, Stupid or Just Plain Screwed?
P. Kedrosky Infectious Greed
Emerging Order in the Stock Market
Political Calculations
The ECB Calls Bernankeâ??s Bluff
Gary Dorsch SirChartsAlot
Financial Stocks in 2008 = Tech Stocks in 2000?
MarketBeat
As The Yield Curve Moves...
David Merkel Aleph Blog
Lehman's Undoing--Stock Buybacks?
MarketBeat
Go To Africa, Young Investor
Paul Kedrosky Infectious Greed
Fed Watch: Between a Rock and a Hard Place
Tim Duy Economist's View
No Recession?
Floyd Norris Notions on High and Low Finance
Bud Can't Block InBev With Modelo
Felix Salmon Market Movers
Why Today is Different From the Inflationary 1970s
Carpe Diem
Paul Krugman Gets a Rotten Tomato
Alex Tabarrok Marginal Revoultion
Anti-Trade Opinions: Xenophobia or Rules-Sets?
EconTech
Preliminary Analysis of the Candidates' Tax Plans
Tax Policy Center
Foreclosures Up 48% in May
Barry Ritholtz Big Picture
The Lieberman Plan: "Let Them Eat Dollars"
S. Waldman Interfluidity
Central Banking Isn't Quite Itself These Days
Capital Spectator
Yahoo Embraces Google; What Now, Mr. Icahn?
DealBook
Fed Should Seek To Manage Risks on Way Up, Too
RT Economics
Financial Stocks in 2008 = Tech Stocks in 2000?
MarketBeat
As The Yield Curve Moves...
David Merkel Aleph Blog
Lehman's Undoing--Stock Buybacks?
MarketBeat
Go To Africa, Young Investor
Paul Kedrosky Infectious Greed
Fed Watch: Between a Rock and a Hard Place
Tim Duy Economist's View
No Recession?
Floyd Norris Notions on High and Low Finance
Bud Can't Block InBev With Modelo
Felix Salmon Market Movers
Why Today is Different From the Inflationary 1970s
Carpe Diem
Paul Krugman Gets a Rotten Tomato
Alex Tabarrok Marginal Revoultion
Anti-Trade Opinions: Xenophobia or Rules-Sets?
EconTech
Preliminary Analysis of the Candidates' Tax Plans
Tax Policy Center
Foreclosures Up 48% in May
Barry Ritholtz Big Picture
The Lieberman Plan: "Let Them Eat Dollars"
S. Waldman Interfluidity
Central Banking Isn't Quite Itself These Days
Capital Spectator
Yahoo Embraces Google; What Now, Mr. Icahn?
DealBook
Fed Should Seek To Manage Risks on Way Up, Too
RT Economics
Monday, June 16
Old Embers, New Flames
David Warsh Economic Principals
Towards Regulatory Adjustment, Not Calvinism
Becker-Posner
The Real Cost of New Cars is Falling 2% Per Year
Carpe Diem
Microsoftâ??s Internal Letter About Yahoogle
DealBook
Chart of the Day: Oakland vs. Berkeley Housing
Felix Salmon Market Movers
Could Euro & USD Share Reserve Currency Status?
Odd Numbers
How Good Can Financial Regulation Become?
Tyler Cowen Marginal Revolution
Unusual Weekend Meetings At Lehman
Mish's Global Econ Analysis
On Saudi Oil Production Plans
James Hamilton Econbrowser
Home Improvement Break Down
Calculated Risk
ETF Update: Any Place Left To Invest?
A Dash of Insight
Ten Notes on Crude Oil: The Fixation
David Merkel Aleph Blog
Soc Sec XX: Reframing The Trust Fund
Bruce Webb Angry Bear
The Post Misses the Housing Bubble Yet Again
Beat the Press
All of a Sudden, The World Wants Dollars Again
Money & Co.
Old Embers, New Flames
David Warsh Economic Principals
Towards Regulatory Adjustment, Not Calvinism
Becker-Posner
The Real Cost of New Cars is Falling 2% Per Year
Carpe Diem
Microsoftâ??s Internal Letter About Yahoogle
DealBook
Chart of the Day: Oakland vs. Berkeley Housing
Felix Salmon Market Movers
Could Euro & USD Share Reserve Currency Status?
Odd Numbers
How Good Can Financial Regulation Become?
Tyler Cowen Marginal Revolution
Unusual Weekend Meetings At Lehman
Mish's Global Econ Analysis
On Saudi Oil Production Plans
James Hamilton Econbrowser
Home Improvement Break Down
Calculated Risk
ETF Update: Any Place Left To Invest?
A Dash of Insight
Ten Notes on Crude Oil: The Fixation
David Merkel Aleph Blog
Soc Sec XX: Reframing The Trust Fund
Bruce Webb Angry Bear
The Post Misses the Housing Bubble Yet Again
Beat the Press
All of a Sudden, The World Wants Dollars Again
Money & Co.
7 Ways McCain Can Use Energy to Beat Obama
Capital Commerce
Re-thinking That â??70â??s Inflation Show
Thomas Palley
Good News: Saudi Oil Production Plans
Econbrowser
AIG's Connolly: "Crisis of Capitalism is Upon Us"
Naked Capitalism
7 Ways McCain Can Use Energy to Beat Obama
Capital Commerce
Re-thinking That â??70â??s Inflation Show
Thomas Palley
Good News: Saudi Oil Production Plans
Econbrowser
AIG's Connolly: "Crisis of Capitalism is Upon Us"
Naked Capitalism


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