RealClearMarkets Week of September 4, 2023 Archives

RealClearMarkets Off The Street

Tuesday, September 5

Busting 7 Common Bearish Myths

Ryan Detrick Carson Group

We've Never Had A Soft Landing

Scott Sumner The Money Illusion

Why We Expect the Job Market to Slow in 2024

Preston Caldwell Morningstar

Ready For Higher Oil Prices???

J.C. Parets All Star Charts

What America Can Learn From Baseball (Yes, Baseball)

Bryan Walsh Vox

How RATM Used Capitalism To Sell Communism

Brian Doherty Reason

The 60/40 Portfolio is Alive & Well

Ben Carlson A Wealth of Common Sense

Wednesday, September 6

The Incredible American Consumer

Robin Wigglesworth FT Alphaville

A Consumer Credit Cycle Has Begun

Steven Vannelli Knowledge Leaders Capital

Will the Fed Really Cut Rates 5 Times Next Year?

Sarah Hansen Morningstar

Is A Yield Curve Inversion Bad For Stocks?

Mark Rzepczynski Disciplined Global Macro

How Bonds Can Outperform Stocks Long Term

Gary Antonacci Optimal Momentum

The Labor Market – Goldilocks or Golden Guillotine?

Cullen Roche Discipline Funds

The Bond Bear Market & Asset Allocation

Ben Carlson A Wealth of Common Sense

Thursday, September 7

Small Cap Value: Waiting for the Jumpstart

Justin Carbonneau Validea

Three Charts That Tell The Current Market Story

J.C. Parets All Star Charts

Why Are Consumers so Depressed?

Cullen Roche Discipline Funds

Inflation: Time To Bail-Out The Inflation Reduction Act

Climateer Climateer Investing

Why Healthcare May Be The Next Big Driver of Inflation

Neil Irwin Axios

Deals of The Century: The $44bn Bank Bailout Bonanza

Sujeet Indap FT Alphaville

No, The Economy Is Not Running Too Hot

Scott Grannis Calafia Beach Pundit

Friday, September 8

This Time They Mean It

Arnold Kling In My Tribe

40% Undervalued, High Dividend, Warren Buffett Owned

Susan Dziubinski MStar

A Slow Recovery From 2022's Earnings Recession

Ironman Political Calculations

ARM: If SoftBank Is Selling, Why Are You Buying?

Bryce Elder FT Alphaville

Medicare Drug Negotiation & The Risk To Innovation

James Pethokoukis AEIdeas

Nobody Knows Anything, John Wick Edition

Barry Ritholtz The Big Picture

How The NFL Became A $20 Billion Annual Business

Joe Pompliano Huddle Up

Monday, September 11

Is This A Great Country Or What?

Scott Grannis Calafia Beach Pundit

Can The U.S. & China Avoid the Thucydides’s Trap?

macromon Global Macro Monitor

The Decline of Liberalism

Arnold Kling In My Tribe

The Opportunities In Commodities

Ian Culley All Star Charts

Why Our Climate Change Debates Are Out Of Date

Noah Smith Noahpinion

What's At Stake In Google's Antitrust Trial

Scott Rosenberg & Ashley Gold Axios

How Crypto Is Financing North Korea's Nuclear Program

Jordan Pearson Vice