RealClearMarkets Week of July 28, 2008 Archives

RealClearMarkets Off The Street

Monday, July 28
Yahoo and the Icahn Effect
DealBook
Oil: Demand Destruction
Calculated Risk
If It Is a Recession, The Longest in a Quarter Century?
RT Economics
Our Offer for The New York Times Company
Silicon Alley Insider
Are Americans Really Getting Poorer?
J. Pethokoukis Cap. Commerce
CFTC: Oil Prices Rose Due to Supply & Demand
Carpe Diem
25 Internet Startups That Bombed Miserably
Business Pundit
Bernanke's, Paulson's, Bair's and Cox's Next Step
Mike Shedlock
'No Quick Convalescence for Stock Markets'
Paul Kedrosky
Should Government Regulate Fast-Food Industry?
Becker-Posner
Oil Prices and Economic Fundamentals
James Hamilton Econbrowser
Yahoo and the Icahn Effect
DealBook
Oil: Demand Destruction
Calculated Risk
If It Is a Recession, The Longest in a Quarter Century?
RT Economics
Our Offer for The New York Times Company
Silicon Alley Insider
He (Martin Feldstein) Changed Economics
D. Warsh Economic Principals
Are Americans Really Getting Poorer?
J. Pethokoukis Cap. Commerce
CFTC: Oil Prices Rose Due to Supply & Demand
Carpe Diem
25 Internet Startups That Bombed Miserably
Business Pundit
Bernanke's, Paulson's, Bair's and Cox's Next Step
Mike Shedlock
'No Quick Convalescence for Stock Markets'
Paul Kedrosky
Should Government Regulate Fast-Food Industry?
Becker-Posner
Oil Prices and Economic Fundamentals
James Hamilton Econbrowser
The Wonders of Compounding
Prieur du Plessis Postcards from Cape Town
He (Martin Feldstein) Changed Economics
D. Warsh Economic Principals
The Wonders of Compounding
Prieur du Plessis Postcards from Cape Town
What High Petrol Prices?
Free Exchange
Housing Seasonality & The Perennial Bottom Callers
Big Picture
Mishkin Makes His Final Push for Inflation Target
Real Time Economics
What High Petrol Prices?
Free Exchange
Housing Seasonality & The Perennial Bottom Callers
Big Picture
Mishkin Makes His Final Push for Inflation Target
Real Time Economics


Tuesday, July 29
Merrill's $5.7B Write-Down, $8.5B Share Issuance
Big Picture
The Economic Paradoxes of Contemporary Art
Market Movers
Tea, The Czar and Polonium 210
John Boyd Infectious Greed
Larry Summers Vindicated Again
Alex Tabarrok Marginal Revolution
Benâ??s Got The Whole World on a String
Paul Krugman
Has Deleveraging Even Begun? (Not For the Fainthearted)
Yves Smith
Interview with Douglas Holtz-Eakin
James Pethokoukis Capital Commerce
Merrill's $5.7B Write-Down, $8.5B Share Issuance
Big Picture
The Economic Paradoxes of Contemporary Art
Market Movers
Tea, The Czar and Polonium 210
John Boyd Infectious Greed
Larry Summers Vindicated Again
Alex Tabarrok Marginal Revolution
Benâ??s Got The Whole World on a String
Paul Krugman
Has Deleveraging Even Begun? (Not For the Fainthearted)
Yves Smith
Interview with Douglas Holtz-Eakin
James Pethokoukis Capital Commerce
Cuil Not a Google Killer--Yet
Yi-Wyn Yen Techland
Ratchet Provisions Soak Merrill, Will Sink WaMu
Global Trend Analysis
Six Questions for Economists on Rationality
Fabio Rojas OrgTheory
OECD: Inflation Surges World-Wide
Real Time Economics
The Cost of Mortgage Agency Bailouts
Tyler Cowen Marginal Revolution
A Not-So-Quick Note on Covered Bonds
David Merkel Aleph
Changes in Market Cap for Biggest U.S. Companies
Bespoke IG
A Review of Merrill's Statements: Rinse--Lather--Repeat
Big Picture
The Failure of Merrill's John Thain
Felix Salmon Market Movers
Cuil Not a Google Killer--Yet
Yi-Wyn Yen Techland
Ratchet Provisions Soak Merrill, Will Sink WaMu
Global Trend Analysis
Six Questions for Economists on Rationality
Fabio Rojas OrgTheory
OECD: Inflation Surges World-Wide
Real Time Economics
The Cost of Mortgage Agency Bailouts
Tyler Cowen Marginal Revolution
A Not-So-Quick Note on Covered Bonds
David Merkel Aleph
Changes in Market Cap for Biggest U.S. Companies
Bespoke IG
A Review of Merrill's Statements: Rinse--Lather--Repeat
Big Picture
The Failure of Merrill's John Thain
Felix Salmon Market Movers


Wednesday, July 30
The Markets for Gas and Oil Can Differ
SCSU Scholars
Most Favorable, Least Favorable Business Climates
Carpe Diem
Arnold Kling Doesn't Understand
Mark Thoma Economist's View
Do Covered Bonds Have a Government Guarantee?
Market Movers
Actual Merrill CDO Sale: 5.47% on the Dollar
Big Picture
It's Official--The Collapse of Doha
PSD Blog
Oil Prices and Demand
James Hamilton Econbrowser
The Markets for Gas and Oil Can Differ
SCSU Scholars
Most Favorable, Least Favorable Business Climates
Carpe Diem
Arnold Kling Doesn't Understand
Mark Thoma Economist's View
Do Covered Bonds Have a Government Guarantee?
Market Movers
Actual Merrill CDO Sale: 5.47% on the Dollar
Big Picture
It's Official--The Collapse of Doha
PSD Blog
Oil Prices and Demand
James Hamilton Econbrowser
Fueling Inflation, Maintaining Imbalances
Macro Market Musings
Putting a Number on K.K.R.
DealBook
One Year After Crunch, Fed Adds Yet Another Lifeline
Odd Numbers
Covered By Whom? Bonds On What?
Steve Waldman Interfluidity
World Trade Talks Collapse
Mish's Global Econ Trend Analysis
The Mystery of Merrill's Asset Reduction
Market Movers
Fueling Inflation, Maintaining Imbalances
Macro Market Musings
Putting a Number on K.K.R.
DealBook
One Year After Crunch, Fed Adds Yet Another Lifeline
Odd Numbers
Covered By Whom? Bonds On What?
Steve Waldman Interfluidity
World Trade Talks Collapse
Mish's Global Econ Trend Analysis
The Mystery of Merrill's Asset Reduction
Market Movers


Thursday, July 31
On The Keneth Rogoff Doctrine
Paul Krugman
Hasbro Would Be Nuts to Fight "Scrabulous"
24/7 Wall Street
Covered Bonds: The Latest Scam or Real Rescue?
Angry Bear
Too High, Too Fast for Financials?
Rich Karlgaard Digital Rules
An Army of Porkbusting Davids
Andy Roth Club for Growth
Are We Over the Oil Hump?
Bradford Plumer The New Republic
On The Keneth Rogoff Doctrine
Paul Krugman
Hasbro Would Be Nuts to Fight "Scrabulous"
24/7 Wall Street
Covered Bonds: The Latest Scam or Real Rescue?
Angry Bear
Too High, Too Fast for Financials?
Rich Karlgaard Digital Rules
An Army of Porkbusting Davids
Andy Roth Club for Growth
Are We Over the Oil Hump?
Bradford Plumer The New Republic


Friday, August 1
Credit Crunch Reaches Critical Mass
Global Trend Analysis
Putting the Creativity Back in Creative Capitalism
Crooked Timber
Recession Sightings Picking Up Steam
Yves Smith Naked Capitalism
Plumbing The K.K.R. Un-I.P.O.
Steven Davidoff DealBook
The Limits of GDP Statistics
Felix Salmon Market Movers
Jeremy Grantham: "I'm Officially Scared!"
Infectious Greed
Credit Crunch Reaches Critical Mass
Global Trend Analysis
Putting the Creativity Back in Creative Capitalism
Crooked Timber
Recession Sightings Picking Up Steam
Yves Smith Naked Capitalism
Plumbing The K.K.R. Un-I.P.O.
Steven Davidoff DealBook
The Limits of GDP Statistics
Felix Salmon Market Movers
Jeremy Grantham: "I'm Officially Scared!"
Infectious Greed
Washington Tried to Protect Investors. It Failed.
Deal Journal
Weekend Reading: Are Tech I.P.O.â??s Necessary?
DealBook
Not Exactly a Boom, Either
James Hamilton Econbrowser
Robert Van Order on Fannie and Freddie
Richard Green
Not Quite a Recession
James Hamilton Econbrowser
How Is GM Still Alive?
Felix Salmon Market Movers
Washington Tried to Protect Investors. It Failed.
Deal Journal
Weekend Reading: Are Tech I.P.O.â??s Necessary?
DealBook
Not Exactly a Boom, Either
James Hamilton Econbrowser
Robert Van Order on Fannie and Freddie
Richard Green
Not Quite a Recession
James Hamilton Econbrowser
How Is GM Still Alive?
Felix Salmon Market Movers
Monday, August 4
Housing: Buy Now or Wait?
Calculated Risk
Bill Gates Writes About Creative Capitalism
Curious Capitalist
Oil Prices, Autos and the U.S. Economy
James Hamilton Econbrowser
Location, Location, Location Redux
Felix Salmon Market Movers
Deflator Mouse, a Comic Opera
Rich Karlgaard Digital Rules
As Financials Go, So Go Markets
P. DuPlessis Postcards from C-Town
Housing: Buy Now or Wait?
Calculated Risk
Bill Gates Writes About Creative Capitalism
Curious Capitalist
Oil Prices, Autos and the U.S. Economy
James Hamilton Econbrowser
Location, Location, Location Redux
Felix Salmon Market Movers
Deflator Mouse, a Comic Opera
Rich Karlgaard Digital Rules
As Financials Go, So Go Markets
P. DuPlessis Postcards from C-Town
Why Oil Really Fell Todayâ??and Could Keep Falling
Capital Commerce
A Recession That Is Not Quite a Recession
Tim Duy Economist's View
Fed To Hold Rates Steady Despite Dissents
RT Economics
Productivity: Looking Good
Felix Salmon Market Movers
Second, Larger Wave of Mortgage Defaults Coming?
Big Picture
Why Oil Really Fell Todayâ??and Could Keep Falling
Capital Commerce
On the Significance of Geneva
David Warsh Economic Principals
A Recession That Is Not Quite a Recession
Tim Duy Economist's View
Fed To Hold Rates Steady Despite Dissents
RT Economics
Productivity: Looking Good
Felix Salmon Market Movers
Second, Larger Wave of Mortgage Defaults Coming?
Big Picture
On the Significance of Geneva
David Warsh Economic Principals


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