RealClearMarkets Week of February 12, 2018 Archives

RealClearMarkets Off The Street

Monday, February 12

When Fiscal Policy Might Make Matters Worse

Tyler Cowen Marginal Revolution

Seeking Serenity Amid Market Turmoil

Aswath Damodaran Musings On Markets

History Suggests the Correction Isn't Over

Ryan Vlastelica MarketWatch

3 Cheers for Capitalism

Nick Gillespie Reason Hit & Run

We All Live on Campus Now

Andrew Sullivan New York

Retail Transformation: The Death Of Clothing

Various Bloomberg

How Long Before Trump Turns on Jerome Powell?

Bess Levin Hive

Speculating on Speculation

Jonathan Clements Humble Dollar

Tuesday, February 13

The Market Implications of Mind-Boggling Deficits

Howard Gold MarketWatch

Nobody Knows Anything

David Warsh Economic Principals

"The Fundamentals Are Sound"

Rusty Guinn Epsilon Theory

Learning The Lessons of Black Monday Again

Barry Eichengreen Project Syndicate

How To Identify A Market Bottom

Michael Brush MarketWatch

Another Brick In The Wall Of Worry

Scott Grannis Calafia Beach Pundit

Interpreting Market's Monet, or Levered Investments Gone Wrong

Seth Levine TII

Wednesday, February 14

Watch These Levels: How A Bear Market Starts

Macromon Global Macro Monitor

We've Never Been Here Before

Kevin Muir The Macro Tourist

Cryptocurrencies Don't Make Sense

Jon Danielsson Naked Capitalism

The Advent Of A Cynical Bubble

James Montier GMO

Stocks For The Long Run?

Dan McCrum FT Alphaville

Someone Forgot To Turn Off The Short Vol Machine

Shawn Macro Man

Thursday, February 15

Trade Data Shows Economic Strength In US, China

Ironman Political Calculations

10 Top Picks to Fight Inflation

Karen Wallace Morningstar

Economists Worry Trump Might Nuke the Economy After All

Bess Levin Hive

Real Estate Bubbles: The 8 Global Cities at Risk

Jeff Desjardins Visual Capitalist

What Real Rates Say About Deficits & Growth

Matthew Klein FT Alphaville

Currency Cold War: Trump's Dangerous Game

Martin Hesse & Tim Bartz Der Spiegel

Why This Correction Probably Isn't Over

Bryce Coward Knowledge Leaders

Options, Hurricanes and Hedging

Vitaliy Katsenelson Contrarian Edge

Why Amazon Pays Some of Its Workers to Quit

Alana Semuels The Atlantic

Why Is Bridgewater So Short Europe?

Kevin Muir The Macro Tourist

Friday, February 16

The Big Picture

Joshua Brown The Reformed Broker

Please Don't Experiment With Monetary Policy

Scott Sumner EconLog

Trump's Gigantic Fiscal Experiment: A Debate

Noah Smith & Tyler Cowen Bloomberg

How To Get Over Your Decision Regret

Ben Carlson A Wealth Of Common Sense

A Very Impressive Win For The Bulls

Macromon Global Macro Monitor

Commodities & Gold Won't Protect You From Inflation

Mark Hulbert MarketWatch

Is The US Due For A Recession?

David Andolfatto On The Economy

Don't Count On Powell To Run To The Rescue

Gillian Tett Financial Times