RealClearMarkets Week of January 12, 2015 Archives

RealClearMarkets Off The Street

Monday, January 12
Stocks Are Pricier Than They Appear
James Paulsen Barron's
The Most (Not) Hated Bull Market
Mebane Faber Research
Bonds: No Growth Or A Fear Bubble?
Duncan Weldon Medium
The Global Deflation Shock
Gavyn Davies Financial Times
Can The Market Handle Falling Earnings?
The Reformed Broker
Frenzied Dollar Speculation
Pater Tenebrarum Acting Man
A 2015 Comeback For The Middle Class?
The Reformed Broker
Is The Auto Sub-Prime Bubble Bursting?
Naked Capitalism
Why Own Bonds In A Portfolio?
A Wealth Of Common Sense
Demand Factors In The Collapse Of Oil
James Hamilton
The Economy's Broken Record
Matt O'Brien Wonkblog
Stretching The High Yield Rubber Band
Investing Caffeine


Tuesday, January 13
So Bad It's Good: Time To Buy The Euro?
Sara Eisen CNBC
5 Global Risks You Should Care About
Rana Foroohar TIME
It's Always Different This Time - Oil Edition
Pragmatic Capitalism
Japan Turns Even More Japanese
David Keohane FT Alphaville
A Rare Bull Among The Oil Bears
Georgi Kantchev MoneyBeat
Elizabeth Warren Takes A Scalp
Yves Smith Naked Capitalism
As Oil Tumbles, Profit Hopes Follow
Jeff Cox NetNet
The 2015 State Of The Union
Lance Roberts StreetTalk Live
To V Or Not To V, That's The Question
Pension Partners
The Stock Market's Dilemma
Jeffrey Snider Alhambra Partners


Wednesday, January 14
A Tale Of Two Krugmans
Angus Kids Prefer Cheese
Ignore Retail Sales Data
Scott Grannis Calafia Beach Pundit
The One Chart Bear Case For US Stocks
Dan McCrum FT Alphaville
Markets Hit The Panic Button
Macro Man
9 Reasons Bond Yields Are Falling
Ed Yardeni Dr. Ed's Blog
Calling Saudi Arabia's Oil Bluff
David Phillips 10Q Detective
Jeff Gundlach's 2015 Outlook
Myles Udland Business Insider
The End Of Fiscal Nirvana
Scott Grannis Calafia Beach Pundit
Don't Bet On A Stronger Dollar
Barry Eichengreen Project Syndicate
Easy Money, Housing Bubbles & Financial Crises
FT Alphaville
ZIRP, Real Wage Growth & Bubbles
Charlie Bilello Pension Partners
Asset Allocation: It's Still All About The Fed
GaveKal Capital


Thursday, January 15
All Eyes On The ECB
Erik Swarts Market Anthropology
The Monte Carlo Fallacy & Stock Returns
Pragmatic Capitalism
Dr. Copper Is Turning Bearish
Ed Yardeni Dr. Ed's Blog
Is Keystone Still Viable With Low Oil Prices?
Naked Capitalism
5 Charts For Fully Invested Bears
Lance Roberts StreetTalk Live
27 Contrarian Investment Ideas For 2015
Christine Benz Morningstar
Market Madness Started With End Of QE
Jeff Cox NetNet
Markets Freaking Out For No Good Reason
Matt O'Brien Wonkblog
Navigating High Valuations In A Deflationary World
GaveKal Capital
Why Government Is Too Big NOT To Fail
Reason Hit & Run


Friday, January 16
The High Risk Of Crowded Trades
Michael Mackenzie Financial Times
The VaR Shock Starts In Switzerland
Tracy Alloway FT Alphaville
Saudis Party Like It's 1981
Daniel Fisher Forbes
Who's Holding All The Energy Debt?
Thomas Adams Naked Capitalism
The One Chart Bull Case For Stocks
Dan McCrum FT Alphaville
Currency Wars Take Next Victim
Ambrose Evans-Pritchard Telegraph
Why The Swiss Franc Is Going Crazy
Matt O'Brien Wonkblog
Central Banking's Grand Experiment
Barry Ritholtz Bloomberg View
Employment, Interest Rates & Retail Sales
StreetTalk Live
Buying Last Year's Dogs: A Good Idea?
John Kimelman Barron's
7 Ways To Play The Drama Overseas
Jacob Pramuk CNBC
Random Thoughts On The Swiss Move
Pragmatic Capitalism
Weak Stock Market Closes Surge
GaveKal Team GaveKal Capital


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