RealClearMarkets Week of May 4, 2009 Archives

RealClearMarkets Off The Street

Monday, May 4
What Would Jack Kemp Do (about Mortgages)?
Conor Clarke The Atlantic
The Consumer Is Tapped Out. This Scares Me Most
Howard Lindzon
Who Is Leaking the Bank Stress Test Results?
J. Hempton Bronte Capital
The Newspaper that Fired Its Readers
David Warsh Economic Principals
Wrong Blogs Are Better Than Bad Journalism
Felix Salmon Reuters
The Other Half of the Conde Nast Story (Newspapers)
Curious Capitalist
Sell In May and Go Away? Probably
Henry Blodget Clusterstock
Postcards From the Banking Ledge
Elizabeth MacDonald Fox Business
The End of Personal Finance
Helaine Olen The Big Money
Jack Kemp, 1935-2009
Bret Swanson Maximum Entropy
A Week In the American Heartland
Rich Karlgaard Digital Rules
Only Muscle Cars Will Save Detroit
Terence Corcoran National Post


Tuesday, May 5
The Best and Worst Bailed-Out Banks
Rick Newman Flow Chart
Is The Market Rally More like 1974 or 1982?
Barry Ritholtz Big Picture
The I.M.F. and American Banks
James Surowiecki Balance Sheet
Changing Mindsets: From Depression To Recovery
Capital Spectator
Recovery Ahead? Here's What David Einhorn Is Buying
Market Folly
Avoiding an Imminent Shackling of Hedge Funds
David Reilly Bloomberg
1975, and Thoughts On the 35% Stock Rally
Rich Karlgaard Digital Rules
Thoughts On Revolutionary Jack Kemp
Howard Gleckman Urban Inst.
Starting Successful New Companies in Recessions
Economics Unbound
Robert Barro on the Lessons of the Great Depression
The Browser
Let Warren Buffett Buy Wells Fargo
Mish's Global Economic Analysis
What We Don't Know About Obama's Econ. Plan
William Galston TNR


Wednesday, May 6
President Obama, Cut Corporate Taxes Instead
Michael Mandel BizWeek
I Look Forward to the Day I'm Worrying About Inflation
Accrued Interest
Central Banks Must Target More Than Just Inflation
Martin Wolf FT
5 Reasons Bank Shareholders Will Take a Hit
M. Shulman Seeking Alpha
Analyzing the Current NASDAQ Composite Streak Upwards
Aleph Blog
Chrysler: A Glimpse At Post Capitalist America
J. Carney Clusterstock
Unafraid In Greenwich, Connecticut
Cliff Asness Zero Hedge
Is 7% Unemployment the 'New Normal'?
Douglas McIntyre 24/7 Wall St.
How to Time the Stock Market (Donâ??t Do It)
Evan Newmark Deal Journal
Whatâ??s Left of Central Bank Independence?
Willem Buiter MaverEcon
Bank of America--A Stress Test Shocker
Felix Salmon Reuters
Jack Kemp, Black Republican
Cedric Muhammad Eclectic Economist


Thursday, May 7
What Will Happen to Banks that Fail the Stress Test
Robert Reich's Blog
Certain CEOs Have 30 Days To Convince People
Daily Intel
Market Awash With Oil, But Prices Still Going Up
FT Alphaville
Monster Employment Index Rises 2 Pts In April
Mark Perry Carpe Diem
US Interest Rates Since 1950s
Barry Ritholtz The Big Picture
Rising T-Bond Yields Are Very Bullish
Scott Grannis Calafia Beach Pundit
The Myth of 'Management'
Matthew Stewart The Atlantic
Obama's Fuzzy Detroit Bailout Math
Evan Newmark Deal Journal
The End of American Car Culture
Nate Silver Esquire
Eureka! A Banking Rescue Plan That Could Actually Work!
Clusterstock
Lessons We Can Learn from the 2007-2009 Bear Market
VIX and More
Case Against The Fed & Fractional Reserve Lending
Global Econ Analysis


Friday, May 8
The Party Is Over for the Financials
Doug Kass TheStreet.com
Stress Test Done, Crisis Over; Buffett Wrong, Kass Right.
Jeff Matthews
Stress Test "Adverse Scenario" Looks a Lot Like Reality
The Atlantic
Merrill's David Rosenberg's Dozen Rules To Remember
Zero Hedge
Ex-Bear Jeremy Grantham Now A Snorting Bull
H. Blodget Clusterstock
Deflation in America: The Greater of Two Evils
The Economist
The Stress Testâ??s Biggest Loser: GMAC
Felix Salmon Reuters
Deconstructing Geithner
Larry Hunter Social Security Institute
What About All Those Other Non-Stress-Tested Banks?
DealBook
Waiting for CNBC: A Tragicomedy in One Long Act
Maureen Tkacik CJR
The Economy vs. The Market
Jason Goepfert Sentiment's Edge
Are The Markets Set for a Pullback?
Edward Harrison Credit Writedowns
Monday, May 11
Why the Banks Still Arenâ??t Fixed after the Stress Tests
Flow Chart
Three Banks Race To See Stock & Repay TARP Funds
DealBook
How the Recession May Change New York City
Jennifer Senior NY Mag
Collateral Damage and Double Standards
Robert Kuttner Huffington Post
Stressing Fannie and Freddie: What Does It Mean?
Bruce Krasting
Is Larry Summers the Next Gordon Brown?
S. Johnson Baseline Scenario
So, You Think This Is Another Great Bull Market...
Clusterstock
Expect a Sucker Punch from This Rally
A. Evans-Pritchard Telegraph
Altitude Sickness Begins To Set in for Some Stock Bulls
Money & Co.
Watch the Zombie Bank Lifeline
Jeff Korzenik (in)efficient frontiers
Stress Tests Turn Out To Be a Giant Joke
Barry Ritholtz Big Picture
Chrysler Won't Repay Bailout Billions
Kurt Brouwer Fundmastery Blog


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