RealClearMarkets Week of July 11, 2022 Archives

RealClearMarkets Off The Street

Monday, July 11

A Very Unusual Economy

Jason Furman & Wilson Powell III Peterson Institute

Don’t Believe The US Recession Forecasts

Anatole Kaletsky Evergreen Gavekal

SALT Cap Encourages Healthy Tax Competition

Michael Lucci City Journal

Is South Florida’s Housing Market Too Hot?

Eric Bazail-Eimil Reason

Best Of Times, Worst Of Times For Semiconductors

Nicolás Rivero Quartz

The Magic Of A Little Danger

Arthur Brooks AEI

10 Charts: Are We Already In Recession?

Charlie Bilello Compound Advisors

Tuesday, July 12

How To Spot BS In The Investment Realm

Benn Eifert Noahpinion

Yes, 60/40 Is Down But You Could Have Done A Lot Worse

Jonathan Clements HD

33 Undervalued Stocks for Q3 2022

Susan Dziubinski Morningstar

Turns Out Movie Theaters Aren't Dead

Adario Strange Quartz

Biden's Energy Policies Aren't Serious

Carrie McKean Reason

Things Are Going To Get Weird

Ben Carlson A Wealth Of Common Sense

You Call This A Recession?

Sam Ro TKer by Sam Ro

Wednesday, July 13

Wind & Solar Have Wounded Texas's Electrical Grid

Robert Bradley Master Resource

The Upside of Downside

Charlie Bilello Compound Advisors

Why Recessions Matter to Investors

Barry Ritholtz The Big Picture

Not an inflation hedge. Not a safe haven.

J.C. Parets All Star Charts

There's Not Much Oil Left For Biden To Find

Tim McDonnell Quartz

Corporate Battles & Business Tycoons

Jamie Catherwood Investor Amnesia

Why Did Central Bank Balance Sheets Get So Big?

Richard Barwell FT Alphaville

Thursday, July 14

Did the June CPI Report Mark Peak Inflation?

Lauren Solberg Morningstar

Sell Slowly

Nick Maggiulli Of Dollars And Data

Why The High CPI Wasn't A Surprise

Scott Grannis Calafia Beach Pundit

"A Mild Recession"

Joshua M Brown The Reformed Broker

When to Sell Stocks

Adam M. Grossman HumbleDollar

Russian Hackers Are Causing Damage Well Beyond Ukraine

Matt Burgess Wired

Friday, July 15

When Bubbles Go Bust

Jesse Felder The Felder Report

The Market Correction Is Not More Orderly

Michael Harris Price Action Lab

Market History Teaches Us The Value Of Patience

Craig Lazzara TEBI

Fed Should Focus On Ends, Not Means

Scott Sumner The Money Illusion

The Risk Of Deflation Is Growing

Cullen Roche Pragmatic Capitalism

A Copper Shortage Is Coming for the Energy Transition

Lauren Leffer Gizmodo

What’s It Going To Take?

J.C. Parets All Star Charts