RealClearMarkets Week of July 26, 2010 Archives

RealClearMarkets PM Update

Monday, July 26
China: A Great Vampire Commodity Squid?
Sreeram Chaulia Asia Times
As China Grows, Massive Challenges Loom
Howard Gold MarketWatch
A Unified Theory of the Jobless Recovery
Derek Thompson The Atlantic
Can We Really Afford Tax Hikes for the Rich?
Jeanne Sahadi CNNMoney
Wall Street Still Doesn't Have a Sheriff
Richard Sauer New York Times
Is There a Housing Shortage on the Horizon?
Lisa Scherzer SmartMoney
Should You Buy or Sell These Hot Stocks?
John Dorfman Bloomberg
Efficient Market Hypothesis' False Reign
David Waggoner Minyanville
EU Stress Test Cynically Calibrated to Fix Result
Wolfgang Münchau FT
The Day of Reckoning Is Near for Obama & Pelosi
Peter Morici TheStreet


Tuesday, July 27
Welcome to the Recovery Apartheid
Joshua Brown Forbes
The Tax Hike Nobody's Talking About
Blake Ellis Fortune
The Great Decoupling: Corporate Profits and Jobs
Robert Reich
4 Rules to Remember in the Age of Austerity
Matthew Lynn Bloomberg
Earnings Offer Few Clues to the Future
Irwin Kellner MarketWatch
Mortgage Securitization--Good or Bad?
Edward Glaeser Economix
Goldman Already a Step Ahead of FinReg
Charlie Gasparino Fox Business
Is Europe Out of the Woods?
Michael Schuman The Curious Capitalist
Sprint: The Subprime of Smartphones?
Paul La Monica CNNMoney
BP's Worthless CEO Shuffle
Rick Outzen The Daily Beast


Wednesday, July 28
Many Hidden Signs of Life in the Economy
Paul La Monica CNNMoney
Crosscurrents May Knock You Down
Doug Kass TheStreet.com
A Brief History of Economic Growth in the US
Paul Vigna Market Talk
Investing in the World's Best Balance Sheets
Shawn Tully Fortune
Double Dip? New Normal? No Fun either Way
Frank Aquila BusinessWeek
After Double-Dip Rumble, Some Good News
James Stewart SmartMoney
Single, Double...Triple-Dip Recession
Michael Boskin Project Syndicate
Why Corporate Dividends Are a Sign of Weakness
Kenneth Hackel Forbes
Earnings Solid, So Why Won't Companies Part w/ Cash?
Jeff Cox CNBC
Mutual Funds' $9.5 Billion Cut Is Up for Grabs
Susan Antilla Bloomberg


Thursday, July 29
The Great Economics Smackdown
Randall Forsyth Barron's
Unbank Here: Getting Funds When Banks Say No
Mark Calvey Portfolio
Tough Times Ahead for Junk Bond Issuers
Jerome Idaszak Kiplinger
Gary Shilling: Investing in a Deflationary Economy
Daily Finance
Peter Orszag Fires Some Parting Shots
Dayo Olopade The Daily Beast
The Last Gasp Bubble of Government.com
Todd Harrison Minyanville
Why Dudley's BP Could Be Even Riskier
Stanley Reed BusinessWeek
Watch Your Back, Exxon. Apple's Coming
Paul La Monica CNNMoney
Google: The Search Party Is Over
Michael Copeland Fortune
A Cloudy Future--and That Suits MSFT Just Fine
Steve Ballmer Forbes


Friday, July 30
Within The Fed, Fears of Deflation Mount
Sewell Chan New York Times
Experience on Wall Street? Don't Run for Office
Duff McDonald Fortune
Hank Paulson's Revisionist History of His Pathetic Tenure
Big Picture
Reasons Behind the Market's Recent Revival
Don Luskin SmartMoney
When in Doubt, It Pays to Stay Out
Jonathan Burton MarketWatch
The Never-Ending Recovery of Enron's Image
Mark Gimein Big Money
The US Sits Out Clean Energy Race. Why?
Eric Pooley BusinessWeek
Russia Does Privatization in Its Own Way
The Economist
Paul Ryan: What Republicans Would Do
Ezra Klein Washington Post
Building Your Brand (and Keeping Your Job)
Josh Hyatt CNNMoney
Monday, August 2
How States Nurture Bubbles & Strife
Edward Chancellor Financial Times
The New Face of Foreclosures
AnnaMaria Andriotis SmartMoney
Need to Cut Deficit vs. Need to Prop Up Economy
David Lynch USA Today
The Decade of the Temporary Worker
Doug Kass TheStreet.com
Battered Bulls See Dow 14,000 in 2011
Peter Brimelow MarketWatch
Why Fears of Hyperinflation Won't Die
Kit Roane CNNMoney
Not Even China Can Tame the Business Cycle
Robert Olsen Forbes
Dividends Rise, Tax Hikes May Follow
Ben Steverman BusinessWeek
David Sokol: Warren Buffett's Mr. Fix-It
Brian Dumaine Fortune
Krugman's Depression Stymies Sony Recovery
William Pesek Bloomberg


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