RealClearMarkets Week of January 22, 2007 Archives

RealClearMarkets PM Update

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


Tuesday, January 23
Long-only Is the New Black in Quest for Alpha
James Altucher FT
Indonesia: Domestic Demand Recovery Underway
C. Ahya Morgan Stanley
Jay-Z, Starbucks Symbolize China's Problems
Pesek Bloomberg
Brazil: Not the Time To Slow the Pace
Gray Newman Morgan Stanley
The Aggregate Bond ETF and Impact on Stocks
B. Streenbarger TraderFeed
Canada: Data Supports Additional Rate Hike
A. Mason Northern Trust
It Doesn't Pay To Fight the Fed
Irwin Kellner MarketWatch
Look Who's Starting a Hedge Fund!
Daniel Gross Slate
Mutual Funds Join the ETF Wave
Jen Ryan TheStreet.com
Long-only Is the New Black in Quest for Alpha
James Altucher FT
Indonesia: Domestic Demand Recovery Underway
C. Ahya Morgan Stanley
Jay-Z, Starbucks Symbolize China's Problems
Pesek Bloomberg
Brazil: Not the Time To Slow the Pace
Gray Newman Morgan Stanley
The Aggregate Bond ETF and Impact on Stocks
B. Streenbarger TraderFeed
Canada: Data Supports Additional Rate Hike
A. Mason Northern Trust
It Doesn't Pay To Fight the Fed
Irwin Kellner MarketWatch
Look Who's Starting a Hedge Fund!
Daniel Gross Slate
Mutual Funds Join the ETF Wave
Jen Ryan TheStreet.com


Wednesday, January 24
Why Is Globalizing Capitalism Hated?
Deepak Lal FT.com
Why Is Globalizing Capitalism Hated?
Deepak Lal FT.com
Siemens' Culture Clash
Jack Ewing BusinessWeek
Why Telecoms Will Dominate 2007
K. Wassong MarketWatch
If Fed Funds Rate "Fails" To Fall
Paul McCulley PIMCO
Eminent Extortion
Shannara Johnson InvestorsInsight
US Housing Market & BoE's Next Move
Bangalore & Marklew N. Trust
China's Forex Reserves: Cause for Concern?
J. Bryson Wachovia
SOTU: The Energy Angle
Christopher Edmonds TheStreet.com
Behind Wal-Mart's Executive Shuffle
R. Berner BusinessWeek
State of the Nation? Broke
Jim Jubak MSN Money
AT&T Will Win Wireless War with iPhone
Jim Cramer TheStreet.com
Age Before Youth When Investing
Igor Greenwald SmartMoney
Siemens' Culture Clash
Jack Ewing BusinessWeek
Why Telecoms Will Dominate 2007
K. Wassong MarketWatch
If Fed Funds Rate "Fails" To Fall
Paul McCulley PIMCO
Eminent Extortion
Shannara Johnson InvestorsInsight
US Housing Market & BoE's Next Move
Bangalore & Marklew N. Trust
China's Forex Reserves: Cause for Concern?
J. Bryson Wachovia
SOTU: The Energy Angle
Christopher Edmonds TheStreet.com
Behind Wal-Mart's Executive Shuffle
R. Berner BusinessWeek
State of the Nation? Broke
Jim Jubak MSN Money
AT&T Will Win Wireless War with iPhone
Jim Cramer TheStreet.com
Age Before Youth When Investing
Igor Greenwald SmartMoney


Thursday, January 25
Junk Keeps Defying Gravity
Jane Sasseen BusinessWeek
The Prince, the Plane, Maria & the Stock Price
D. Weidner MarketWatch
Global Diversification Is Still a Great Deal
Richard Clarida PIMCO
Sanguine Growth Outlook for Germany/Europe
V. Marklew N. Trust
Bears Locate a Template for a Crash
Doug Kass TheStreet.com
Yen Carry Trade: Fact or Fiction?
Jay Bryson Wachovia
Venezuela Shows Danger of Emerging Markets
James Stewart SmartMoney
The Importance of Diverse Thinking
M. Mauboussin Legg Mason
Europe and Macro Risks
Eric Chaney Morgan Stanley
In Emerging Markets, Bond-Market Dogs Lose Bite
The Economist
Wait Wait, Don't Help Me
Tim Worstall TCS Daily
Junk Keeps Defying Gravity
Jane Sasseen BusinessWeek
The Prince, the Plane, Maria & the Stock Price
D. Weidner MarketWatch
Global Diversification Is Still a Great Deal
Richard Clarida PIMCO
Sanguine Growth Outlook for Germany/Europe
V. Marklew N. Trust
Bears Locate a Template for a Crash
Doug Kass TheStreet.com
Yen Carry Trade: Fact or Fiction?
Jay Bryson Wachovia
Venezuela Shows Danger of Emerging Markets
James Stewart SmartMoney
The Importance of Diverse Thinking
M. Mauboussin Legg Mason
Europe and Macro Risks
Eric Chaney Morgan Stanley
In Emerging Markets, Bond-Market Dogs Lose Bite
The Economist
Wait Wait, Don't Help Me
Tim Worstall TCS Daily


Friday, January 26
Selling Russia's Banks
The Economist
Protectionism and Currencies
Stephen Jen Morgan Stanley
Penny Pricing Comes to the Options Market
Steven Smith TheStreet
Emerging & Converging
Sandra Ward Barrons
Protectionist Threats: Then and Now
Stephen Roach Morgan Stanley
A New Definition of Rich
John Mauldin Thoughts from the Frontline
Weekly Economic And Financial Commentary
Economics Group Wachovia
What a Week: Mood Swings
Liz Rappaport TheStreet.com
Global Economy This Week
Global Economics Team Credit Suisse
The Bond Market Blinks
James Picerno Capital Spectator
The Real Genius of Apple's iPhone
Scanlon & Walters BusinessWeek
Energy Picks for 2007
Catharina Milostan Morningstar
Does the M&A Boom Really Mean Anything?
M. Mauboussin Legg Mason
Selling Russia's Banks
The Economist
Protectionism and Currencies
Stephen Jen Morgan Stanley
Penny Pricing Comes to the Options Market
Steven Smith TheStreet
Emerging & Converging
Sandra Ward Barrons
Protectionist Threats: Then and Now
Stephen Roach Morgan Stanley
A New Definition of Rich
John Mauldin Thoughts from the Frontline
Weekly Economic And Financial Commentary
Economics Group Wachovia
What a Week: Mood Swings
Liz Rappaport TheStreet.com
Global Economy This Week
Global Economics Team Credit Suisse
The Bond Market Blinks
James Picerno Capital Spectator
The Real Genius of Apple's iPhone
Scanlon & Walters BusinessWeek
Energy Picks for 2007
Catharina Milostan Morningstar
Does the M&A Boom Really Mean Anything?
M. Mauboussin Legg Mason
Monday, January 29
Review and Preview
Ted Wieseman Morgan Stanley
Ten Myths About the Bush Tax Cuts
Brian Riedl Heritage
100 Bottles of Beer on the Wall
Bill Gross PIMCO Bonds
Fed Policy Statement--Changes To Come on Jan 31
Bangalore N. Trust
Growth and Inflation 'Paybacks' Ahead?
Richard Berner Morgan Stanley
Mutual Fund Tax Bills Are Rising
Russel Kinnel Morningstar
CAPM Is CRAP!
James Montier InvestorsInsight
Investing in the Poor
Robert Shiller Project Syndicate
Chicago Tops US Property Hotspots
Daniel Pimlott Yahoo/FT.com
A Correction, Or Just a Crooked Line?
Tomi Kilgore MarketWatch
Stocks Say 'No Deal' To M&A
Aaron Task TheStreet
Review and Preview
Ted Wieseman Morgan Stanley
Ten Myths About the Bush Tax Cuts
Brian Riedl Heritage
100 Bottles of Beer on the Wall
Bill Gross PIMCO Bonds
Fed Policy Statement--Changes To Come on Jan 31
Bangalore N. Trust
Growth and Inflation 'Paybacks' Ahead?
Richard Berner Morgan Stanley
Mutual Fund Tax Bills Are Rising
Russel Kinnel Morningstar
CAPM Is CRAP!
James Montier InvestorsInsight
Investing in the Poor
Robert Shiller Project Syndicate
Chicago Tops US Property Hotspots
Daniel Pimlott Yahoo/FT.com
A Correction, Or Just a Crooked Line?
Tomi Kilgore MarketWatch
Stocks Say 'No Deal' To M&A
Aaron Task TheStreet


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