RealClearMarkets Week of January 15, 2007 Archives

RealClearMarkets PM Update

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


Tuesday, January 16
Countries GDP as US States
Barry Ritholtz The Big Picture
A Look in the Mirror
M. Finn & D. Finn InvestorsInsight
Countries GDP as US States
Barry Ritholtz The Big Picture
A Look in the Mirror
M. Finn & D. Finn InvestorsInsight
Think Twice Before Betting on Japan Funds
Rocco Morningstar
Implications of Lower Oil Prices
Richard Berner Morgan Stanley
US Economic Outlook
Cathy Minehan FRB of Boston
The Growth Machine
Stephen Roach Morgan Stanley
The Factory Sector: An Update
Asha Bangalore Northern Trust
The Sky-High Club
James Surowiecki The New Yorker
Voices in My Head Say "Buy It!" Why Argue?
J. Tierney NYT
Asking Questions on Apple's iPhone
Doug Kass TheStreet.com
Expecting HIgher Inflation Is Now Contrarian
James Picerno Capital Spectator
Liquidity Continues Flowing Upstream
Liz Rappaport TheStreet.com
Global Business Optimism 'at 5-Year High'
John Willman FT.com
Real Estate Will Underperform Inflation for Decades
Forshee PrudentBear
Think Twice Before Betting on Japan Funds
Rocco Morningstar
A Wal-Mart on Every Block?
Tom Van Riper Forbes.com
Implications of Lower Oil Prices
Richard Berner Morgan Stanley
US Economic Outlook
Cathy Minehan FRB of Boston
The Growth Machine
Stephen Roach Morgan Stanley
The Factory Sector: An Update
Asha Bangalore Northern Trust
The Sky-High Club
James Surowiecki The New Yorker
Voices in My Head Say "Buy It!" Why Argue?
J. Tierney NYT
Asking Questions on Apple's iPhone
Doug Kass TheStreet.com
Expecting HIgher Inflation Is Now Contrarian
James Picerno Capital Spectator
Liquidity Continues Flowing Upstream
Liz Rappaport TheStreet.com
Global Business Optimism 'at 5-Year High'
John Willman FT.com
Real Estate Will Underperform Inflation for Decades
Forshee PrudentBear
A Wal-Mart on Every Block?
Tom Van Riper Forbes.com


Wednesday, January 17
Grantham Taps Blue-Chips, TIPS
Murray Coleman MarketWatch
Touring the Globe by Equity Market Cap
Picerno Capital Spectator
Pandora's Box
Serhan Cevik Morgan Stanley
The Role of House Prices in M-policy
Frederic Mishkin Fed Res Board
Will '07 Be Full of Problems for Japan?
James Pressler Northern Trust
Fedspeak, Intel Curb Market's Enthusiasm
Rappaport TheStreet
US Economy in '07: Prospects & Puzzles
Janet Yellen FRB of SF
Unintentional Comedy in ETFs
Greg Newton NakedShorts
Beige Book: Jan 2007
FRB of Minneapolis Federal Reserve Board
The Four Pillars of Reagonomics
Arthur Laffer Heritage Foundation
Grantham Taps Blue-Chips, TIPS
Murray Coleman MarketWatch
Touring the Globe by Equity Market Cap
Picerno Capital Spectator
Pandora's Box
Serhan Cevik Morgan Stanley
The Role of House Prices in M-policy
Frederic Mishkin Fed Res Board
Will '07 Be Full of Problems for Japan?
James Pressler Northern Trust
Fedspeak, Intel Curb Market's Enthusiasm
Rappaport TheStreet
US Economy in '07: Prospects & Puzzles
Janet Yellen FRB of SF
Unintentional Comedy in ETFs
Greg Newton NakedShorts
Beige Book: Jan 2007
FRB of Minneapolis Federal Reserve Board
The Four Pillars of Reagonomics
Arthur Laffer Heritage Foundation


Thursday, January 18
Intel, Apple, Cisco Dim Tech-Stock Outlook
D. Wilson Bloomberg
Apologies for Erring on Japan's Rate Hike
T. Sato Morgan Stanley
Look for Bruises on Apple's Report
Doug Kass TheStreet.com
LT Fiscal Challenges Facing the US
Ben Bernanke Federal Reserve Board
'07 Shows the Cash Boomers Have To Spend
I. Greenwald SmartMoney
Increasing Min Wage: Implications & Effects
The Urban Institute
Still Waiting for the Fed....
James Picerno Capital Spectator
Canadian Perspectives: January 2007
Edward Devlin PIMCO Bonds
What's Brining Oil Prices Down?
James Hamilton Econbrowser
Pricing the "Jobs Put Option"
R. Ehrenberg Information Arbitrage
Economic Outllok: NY State of Mind
John Silvia Wachovia
Intel, Apple, Cisco Dim Tech-Stock Outlook
D. Wilson Bloomberg
Apologies for Erring on Japan's Rate Hike
T. Sato Morgan Stanley
Look for Bruises on Apple's Report
Doug Kass TheStreet.com
LT Fiscal Challenges Facing the US
Ben Bernanke Federal Reserve Board
'07 Shows the Cash Boomers Have To Spend
I. Greenwald SmartMoney
Increasing Min Wage: Implications & Effects
The Urban Institute
Still Waiting for the Fed....
James Picerno Capital Spectator
Canadian Perspectives: January 2007
Edward Devlin PIMCO Bonds
What's Brining Oil Prices Down?
James Hamilton Econbrowser
Pricing the "Jobs Put Option"
R. Ehrenberg Information Arbitrage
Economic Outllok: NY State of Mind
John Silvia Wachovia
Entitlement Spending Threatens Economy
Thoma Economist's View
Economy Stronger, But Is It Just the Weather?
Nutting MarketWatch
Entitlement Spending Threatens Economy
Thoma Economist's View
Economy Stronger, But Is It Just the Weather?
Nutting MarketWatch


Friday, January 19
Economic Outlook & Mortgage Markets
Susan Schmidt Bies FR Board
National & Regional Economic Conditions
S. Pianalto FRB of Cleveland
The GSEs: Where Do We Stand?
William Poole FRB of St. Louis
Weekly Economic And Financial Commentary
Economics Group Wachovia
Oil's Shock Therapy
Myra Saefong MarketWatch
Private Equity Explores More Distant Frontiers
The Economist
A 'Public LBO' for the Tribune?
Rosenbush BusinessWeek
GE Holders Get Jittery
Nat Worden TheStreet.com
Blogger's Take: Q4 Earnings
Barry Ritholtz Big Picture
New Tax Hikes Will End Stocks' Bull Run
D. Luskin SmartMoney
Fiscal Policy Agenda of the New Congress
Alan Viard AEI
Ban All The Lobbyists
Thomas Kostigen MarketWatch
TechWeek: Where's the Love?
Bill Snyder TheStreet.com
The Baby Boom Crisis Is Old News
J. Galbraith The Guardian
Economic Outlook & Mortgage Markets
Susan Schmidt Bies FR Board
National & Regional Economic Conditions
S. Pianalto FRB of Cleveland
The GSEs: Where Do We Stand?
William Poole FRB of St. Louis
Weekly Economic And Financial Commentary
Economics Group Wachovia
Oil's Shock Therapy
Myra Saefong MarketWatch
Private Equity Explores More Distant Frontiers
The Economist
A 'Public LBO' for the Tribune?
Rosenbush BusinessWeek
GE Holders Get Jittery
Nat Worden TheStreet.com
Blogger's Take: Q4 Earnings
Barry Ritholtz Big Picture
New Tax Hikes Will End Stocks' Bull Run
D. Luskin SmartMoney
Fiscal Policy Agenda of the New Congress
Alan Viard AEI
Ban All The Lobbyists
Thomas Kostigen MarketWatch
TechWeek: Where's the Love?
Bill Snyder TheStreet.com
The Baby Boom Crisis Is Old News
J. Galbraith The Guardian
Monday, January 22
Mission Impossible?
Mark Hulbert MarketWatch
Can Free Downloads Increase Sales?
James Boyle FT
Three Disconnects
Richard Berner Morgan Stanley
Emerging Markets: A Look Back, A Look Ahead
C. Mewbourne PIMCO
US Economic Outlook
Jeffrey Lacker FRB of Richmond
Elevated Earnings
John Hussman Hussman Funds
It's the Real Interest Rate That Counts!
David Kotok InvestorsInsight
Foolproof
Stephen Roach Morgan Stanley
It's Time To Rethink Emerging Markets
James Picerno Capital Spectator
Lady Bountiful's Ill-Gotten Gains
M. Hutchinson PrudentBear
Mission Impossible?
Mark Hulbert MarketWatch
Can Free Downloads Increase Sales?
James Boyle FT
Three Disconnects
Richard Berner Morgan Stanley
Emerging Markets: A Look Back, A Look Ahead
C. Mewbourne PIMCO
US Economic Outlook
Jeffrey Lacker FRB of Richmond
Elevated Earnings
John Hussman Hussman Funds
It's the Real Interest Rate That Counts!
David Kotok InvestorsInsight
Foolproof
Stephen Roach Morgan Stanley
It's Time To Rethink Emerging Markets
James Picerno Capital Spectator
Lady Bountiful's Ill-Gotten Gains
M. Hutchinson PrudentBear


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