RealClearMarkets Week of January 2, 2023 Archives

RealClearMarkets Off The Street

Tuesday, January 3

The 2023 Outlook Research Report Dump

Robin Wigglesworth FT Alphaville

The Hidden Message in “Money For Nothing” (& Chicks For Free)

Scott Drylie FEE

Top 6 Portfolio Moves for 2023

Amy Arnott Morningstar

US Healthcare Systems Within a System

Chris Pope City Journal

The Mounting Death Toll of Hospital Cyberattacks

Maggie Miller Politico

How EVs Made Hertz Much More Profitable

Brendan O'Leary The Cool Down

The Rise Of The Eco-Cult

Patrick West Spiked

Wednesday, January 4

This Is Still Nuts!

Robin Wigglesworth FT Alphaville

Great News! Consumer Sentiment Is Awful!

Joseph Calhoun Alhambra Investments

The Fed Is Just Another Bank

Arnold Kling In My Tribe

The Elderly Keep Accumulating Assets

Larry Swedroe Advisor Perspectives

10 Predictions For 2023

Michael Batnick The Irrelevant Investor

Does This Trend Look Over To You?

J.C. Parets All Star Charts

Powell Is Wrong. Services Inflation Has Peaked Too

Alan Reynolds Cato @ Liberty

Thursday, January 5

Odds Continue To Favor The Bulls In 2023

J.C. Parets All Star Charts

Some Observations As We Start 2023

Barry Ritholtz The Big Picture

Is Employment Really A Lagging Indicator?

Scott Sumner The Money Illusion

Time To Consider International Stocks?

Steven Vannelli Knowledge Leaders Capital

The Fast Track To Fiscal Ruin

Romina Boccia Cato @ Liberty

2022 Is When Politician's Pet Economic Theories Went Bust

J.D. Tuccille Reason

Piketty Who? Is Inequality Finally Going Down Now?

Noah Smith Noahpinion

Friday, January 6

The Bubble Has Not Popped

Cliff Asness AQR Capital Management

The Prospects for Disinflation in 2023

James Bullard Federal Reserve Bank of St. Louis

A Mixed Picture From Dividends In December 2022

Ironman Political Calculations

Santa Showed Up. So Now What?

J.C. Parets All Star Charts

The End Of The Sub-Zero Bond Yield Era

Robin Wigglesworth FT Alphaville

The Inflation Tide Continues To Ebb

Scott Grannis Calafia Beach Pundit

Sentiment: Bulls And Bears Both Back Off

Bespoke Bespoke Investment Group