RealClearMarkets Week of January 8, 2007 Archives

RealClearMarkets PM Update

Monday, January 8
Apple Sets the Design Standard
Jessie Scanlon BWO
Incredulity Redux!
Ed McCarthy PrudentBear.com
Monthly Market Watch: January 2007
Pearce Finncial FinancialSense
"Democracy Bonds" Are Anything But Bonds
J. Hoenig SmartMoney.com
Employment Data Strong, Fed on Hold
John Silvia Wachovia
Goldman Gloomy on Wal-Mart
Nat Worden TSC
The Yraunaj Barometer
Jeffrey Saut Raymond James
Preview of Tuesday, 9 December 2007
P. Riordan CSFB
The Economic Outlook
Donald L. Kohn Federal Reseve Board
Potential Impacts of Congressional Power Shift
S. Roach Morgan Stanley
Is the 'Growth Recession' Ending?
Richard Berner Morgan Stanley
Krugman: Reporting Limits and Inequality
M. Thoma Economist's View
Metals Forecast: Q1 2007
Jason Schenker Wachovia
Apple Sets the Design Standard
Jessie Scanlon BWO
Incredulity Redux!
Ed McCarthy PrudentBear.com
Monthly Market Watch: January 2007
Pearce Finncial FinancialSense
"Democracy Bonds" Are Anything But Bonds
J. Hoenig SmartMoney.com
Employment Data Strong, Fed on Hold
John Silvia Wachovia
Goldman Gloomy on Wal-Mart
Nat Worden TSC
The Yraunaj Barometer
Jeffrey Saut Raymond James
Preview of Tuesday, 9 December 2007
P. Riordan CSFB
The Economic Outlook
Donald L. Kohn Federal Reseve Board
Potential Impacts of Congressional Power Shift
S. Roach Morgan Stanley
Is the 'Growth Recession' Ending?
Richard Berner Morgan Stanley
Krugman: Reporting Limits and Inequality
M. Thoma Economist's View
Metals Forecast: Q1 2007
Jason Schenker Wachovia


Tuesday, January 9
The Halo of Steve Jobs
John Hellemann NY Magazine
Corporations Hoarding Cash Like Never Before
Kellner MarketWatch
The Halo of Steve Jobs
John Hellemann NY Magazine
Tip of the Iceberg in Egypt
Serhan Cevik Morgan Stanley
Trends & Surprises: What To Expect in '07
G. Halbert Inv. Insight
Go Watch the Weather Channel for Forecasting!
Paul Kasriel N. Trust
Jobs Unwraps the iPhone
Rex Crum MarketWatch
Our Outlook for the Market
Haywood Kelly Morningstar
Are Commodities Getting Buried Under Housing?
Jas Jain FinancialSense
Tired of Google and Yahoo? Try Cranky.com
Paul La Monica CNN/Money
Emerging Concerns, Shiny Apple
Liz Rappaport TheStreet.com
Why Stocks Won't Fall
Michael Comeau TSC
Quantifying/Exploiting Long Bull/Bear Trends
CXOAG
On a Year of Slower Earnings Growth
J. Picerno Capital Spectator
Corporations Hoarding Cash Like Never Before
Kellner MarketWatch
Tip of the Iceberg in Egypt
Serhan Cevik Morgan Stanley
Trends & Surprises: What To Expect in '07
G. Halbert Inv. Insight
Go Watch the Weather Channel for Forecasting!
Paul Kasriel N. Trust
Jobs Unwraps the iPhone
Rex Crum MarketWatch
Our Outlook for the Market
Haywood Kelly Morningstar
Are Commodities Getting Buried Under Housing?
Jas Jain FinancialSense
Tired of Google and Yahoo? Try Cranky.com
Paul La Monica CNN/Money
Emerging Concerns, Shiny Apple
Liz Rappaport TheStreet.com
Why Stocks Won't Fall
Michael Comeau TSC
Quantifying/Exploiting Long Bull/Bear Trends
CXOAG
On a Year of Slower Earnings Growth
J. Picerno Capital Spectator


Wednesday, January 10
Monthly Economic Outlook
Economics Group Wachovia
What We Think the Market Is Worth
Ryan Batchelor Morningstar
Amaranth's Mauonis Should Stay Out of Markets
M. Lynn Bloomberg
The Sharpe Ratio: Blunted by Noise?
CXO Advisory Group
Shorts Proven Right at Allied?
Herb Greenberg MarketWatch
Street Answers iPhone
Katie Dean TheStreet.com
It's Not the End of the World
Liz Rappaport TheStreet.com
The Oil Market's Weather Obsession
Moira Herbst BWO
Markets Can Improve Access to Health Care
Joseph Antos AEI
Phantom Rebound in Housing Market
Barry Ritholtz The Big Picture
The New Deal & The Great Depression
Mark Thoma Economist's View
On the Record: Bruce Van Saun Part II
Ronald Fink CFO.com
How To Think About Maounis' Return
John Carney DealBreaker
Overtaken By Events
The Economist
Monthly Economic Outlook
Economics Group Wachovia
What We Think the Market Is Worth
Ryan Batchelor Morningstar
Amaranth's Mauonis Should Stay Out of Markets
M. Lynn Bloomberg
The Sharpe Ratio: Blunted by Noise?
CXO Advisory Group
Shorts Proven Right at Allied?
Herb Greenberg MarketWatch
Street Answers iPhone
Katie Dean TheStreet.com
It's Not the End of the World
Liz Rappaport TheStreet.com
The Oil Market's Weather Obsession
Moira Herbst BWO
Markets Can Improve Access to Health Care
Joseph Antos AEI
Phantom Rebound in Housing Market
Barry Ritholtz The Big Picture
The New Deal & The Great Depression
Mark Thoma Economist's View
On the Record: Bruce Van Saun Part II
Ronald Fink CFO.com
How To Think About Maounis' Return
John Carney DealBreaker
Overtaken By Events
The Economist


Thursday, January 11
Developments in the Global Economy
Timothy Geithner FRB of NY
Will Private Equity Let Down Investors?
Knowledge@Wharton
It's Liquidity, Stupid...
David Miles Morgan Stanley
Emerging Stock Markets Face $1 Trillion Curse
D. Wilson Bloomberg
US Economic Outlook
Michael Moskow FRB of Chicago
Enterprise Risk Mgmt and Mortgage Lending
Gov. Susan Bies FRB
Why Cisco Sued Apple
Jim Cramer TheStreet.com
The Euro--A Success Story
Norbert Walter Deutsche Bank
Ghosts of '97 Haunt Emerging Markets
Daniel Harrison TSC
Are Companies Getting Better at M&A?
R. Dobbs et al McKinsey
Developments in the Global Economy
Timothy Geithner FRB of NY
Will Private Equity Let Down Investors?
Knowledge@Wharton
It's Liquidity, Stupid...
David Miles Morgan Stanley
Emerging Stock Markets Face $1 Trillion Curse
D. Wilson Bloomberg
US Economic Outlook
Michael Moskow FRB of Chicago
Enterprise Risk Mgmt and Mortgage Lending
Gov. Susan Bies FRB
Why Cisco Sued Apple
Jim Cramer TheStreet.com
The Euro--A Success Story
Norbert Walter Deutsche Bank
Ghosts of '97 Haunt Emerging Markets
Daniel Harrison TSC
Are Companies Getting Better at M&A?
R. Dobbs et al McKinsey


Friday, January 12
Wither the Oil Price
Tim Iacono FinancialSense.com
Low Volatility Doesn't Equal Low Credit Risk
Bernard Ber PrudentBear
Why Gas Follows Oil Up, Not Down
Steve Hargreaves CNN/Money
Does Apple Have a Future Without Steve Jobs?
David Pauly Bloomberg
Accounting Rules Are the New 'Little Red Book'
The Economist
Hedge Funds Aren't Going Away
Jenny Anderson NY Times
Rapid Plunge in Oil May Fuel Growth
Whitehouse Davis & Bahree WSJ
What Are The Jobs Americans Won't Do?
Daniel Gross Slate
Silicon Valley's Teflon Trio
David Weidner MarketWatch
The Origin of Utility (Paper)
Gianni De Fraja U. of Leicester
Japan Economics Weekly
Shirakawa Ogasawara & Shirotori CSFB
Out, Nardelli, and Take Your Lousy $210 Million
Woolner Bloomberg
Bill Miller Thinks US Stocks Are Cheap
Shefali Anand WSJ
'07 Growth Prospects Grim in Eurozone
Clemente De Lucia BNP Paribas
US Business Conditions in Doldrums
Shital Patel Morgan Stanley
Weekly Economic And Financial Commentary
Economics Group Wachovia
Pro-Labor Politics
Stephen Roach Morgan Stanley
Are We Saving Enough
Terri Cullen WSJ
CBOE Value Edges Close to $2bn
Doug Cameron FT.com
Chicago Fed Letter: Feb 2007
William Strauss & Emily Engel FRB of Chicago
Wither the Oil Price
Tim Iacono FinancialSense.com
Low Volatility Doesn't Equal Low Credit Risk
Bernard Ber PrudentBear
Why Gas Follows Oil Up, Not Down
Steve Hargreaves CNN/Money
Does Apple Have a Future Without Steve Jobs?
David Pauly Bloomberg
Accounting Rules Are the New 'Little Red Book'
The Economist
Hedge Funds Aren't Going Away
Jenny Anderson NY Times
Rapid Plunge in Oil May Fuel Growth
Whitehouse Davis & Bahree WSJ
What Are The Jobs Americans Won't Do?
Daniel Gross Slate
Silicon Valley's Teflon Trio
David Weidner MarketWatch
The Origin of Utility (Paper)
Gianni De Fraja U. of Leicester
Japan Economics Weekly
Shirakawa Ogasawara & Shirotori CSFB
Out, Nardelli, and Take Your Lousy $210 Million
Woolner Bloomberg
Bill Miller Thinks US Stocks Are Cheap
Shefali Anand WSJ
'07 Growth Prospects Grim in Eurozone
Clemente De Lucia BNP Paribas
US Business Conditions in Doldrums
Shital Patel Morgan Stanley
Weekly Economic And Financial Commentary
Economics Group Wachovia
Pro-Labor Politics
Stephen Roach Morgan Stanley
Are We Saving Enough
Terri Cullen WSJ
CBOE Value Edges Close to $2bn
Doug Cameron FT.com
Chicago Fed Letter: Feb 2007
William Strauss & Emily Engel FRB of Chicago
Monday, January 15
FedViews (1/12/2007)
John Fernald FRB of San Francisco
FedViews (1/12/2007)
John Fernald FRB of San Francisco
Dr. Strangelove Saves the Earth
The Economist
The Secret of the Wall Street Journal
David Warsh Economic Principals
Hollywood Asks YouTube: Friend or Foe?
Laura Holson NYT
Forward Launches Hedge Fund in Sheep's Clothing
All About Alpha
The BoJ Will Likely Move, Then Pause
David Taylor Dismally.com
US Review and Preview
Ted Wieseman Morgan Stanley
Hazardous Ovoboby!
John Hussman Hussman Funds
Executive Pay Back in the Crosshairs
Robert Schroeder MarketWatch
China Provides Fertile Ground for Funds
Richard Widows TheStreet
Globalization Has Increased the Wealth Gap
T. McNally AlterNet
100 Best Companies To Work For: 2007
CNN/Money
High-Risk Debt Boom Sparks Fears
Scholtes & Beales FT.com
Preview of Tuesday, 16 January 2007
Riordan Credit Suisse
Enthusiasm for Globalization Ebbs
David Lynch USA Today
Not Every Road Leads to Google in the Valley
E. Corcoran Forbes
Dr. Strangelove Saves the Earth
The Economist
The Secret of the Wall Street Journal
David Warsh Economic Principals
Hollywood Asks YouTube: Friend or Foe?
Laura Holson NYT
Forward Launches Hedge Fund in Sheep's Clothing
All About Alpha
The BoJ Will Likely Move, Then Pause
David Taylor Dismally.com
US Review and Preview
Ted Wieseman Morgan Stanley
Hazardous Ovoboby!
John Hussman Hussman Funds
Executive Pay Back in the Crosshairs
Robert Schroeder MarketWatch
China Provides Fertile Ground for Funds
Richard Widows TheStreet
Globalization Has Increased the Wealth Gap
T. McNally AlterNet
100 Best Companies To Work For: 2007
CNN/Money
High-Risk Debt Boom Sparks Fears
Scholtes & Beales FT.com
Preview of Tuesday, 16 January 2007
Riordan Credit Suisse
Enthusiasm for Globalization Ebbs
David Lynch USA Today
Not Every Road Leads to Google in the Valley
E. Corcoran Forbes


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