RealClearMarkets Week of May 11, 2020 Archives

RealClearMarkets Off The Street

Monday, May 11

The Stock Market Is Not the Economy

John Rekenthaler Morningstar

Growth vs Value: Waiting For GODOT

Gautam Dhingra Enterprising Investor

There's No Mystery About Stocks' Rise

Ramesh Ponnuru National Review

The Corona Effect

Tyler Hay Evergreen Gavekal

Unemployment in Pandemic America in 6 charts

Rani Molla Re/code

One Persistent Trait of Outperforming Managers

Amy Whyte Institutional Investor

Tuesday, May 12

Here Come The Crony Capitalists

Joseph Y Calhoun III RealClearMarkets

36,000 Feet Under the Sea

Ben Taub The New Yorker

The Jobs Picture & Mental Health

Edward Harrison Credit Writedowns

Onshoring Isn't The Answer To Supply Chain Issues

Claire Jones FT Alphaville

Unemployment Will Be Under 6% By Election Day

Lars Christensen Market Monetarist

Stick Necks Out Together

Jeff Carter Points and Figures

Wednesday, May 13

Uncertainty

Howard Marks Oaktree Capital Management

The Politics Of Supply Chain Management

Gary Evans & Jon Custer Custer Consulting

Navigating De-Globalization

Mohamed El-Erian Project Syndicate

Young Investors Pile Into Stocks

Maggie Fitzgerald CNBC

Will The Largest Company Stocks Keep Winning?

John Rekenthaler Morningstar

Your Home Office Is a Hacker's Paradise

Alicia McElhaney Institutional Investor

Thursday, May 14

The New Empty Argument Against Trade

Pinelopi Koujianou Goldberg Project Syndicate

Reopening Is Really About Cutting Off Unemployment

Peter Dorman EconoSpeak

More Investors Want GDP Over Public Health

Amy Whyte Institutional Investor

Long-Term Debt Crisis Is Now a Short-Term Problem

Peter Suderman Reason

What happened to Elon Musk?

Michael Ballaban & Peter Valdes-Dapena CNN Business

Dumb Reopening Might Just Work

John Cochrane The Grumpy Economist

Friday, May 15

A Truth That's Told With Bad Intent

Ben Hunt Epsilon Theory

Stock Market Keeping Score in the War Against the Virus

Ed Yardeni Dr. Ed's Blog

Cuomo's Wager

Sheldon Richman Free Association

Acceptable Flaws

Morgan Housel Collaborative Fund

Projecting Coronavirus' Long-Run Economic Impact

Preston Caldwell Morningstar

Tech Stocks Won't Lead Forever

Ben Carlson A Wealth Of Common Sense

Monday, May 18

Have All These New "Investors" Lost Their Minds?

John Cassidy The New Yorker

Get Ready For The March of the PE Zombies

Sebastian Canderle Enterprising Investor

The Worst Washington Post Article Ever?

John Gruber Daring Fireball

The False Dichotomy of the Reopen Debate

Billy Binion Reason.com

Save Lives or The Economy? It's Not That Simple

Claire Jones FT Alphaville

Cannonball Run Record Falls Amid Coronavirus

Cameron Kir Which Car