RealClearMarkets Week of January 23, 2012 Archives

RealClearMarkets PM Update

Monday, January 23
Why This Stock Market Rally Can't Be Trusted
Michael Sivy TIME
5 Money Moves Mark Mobius Is Making
Jonathan Burton MarketWatch
All Stock Buybacks Are Not Created Equal
Jack Hough SmartMoney
A Marshall Plan Won't Fix Europe This Time
Steven Hill The Guardian
What's Europe's Biggest Loser? Germany
Campbell Harvey TheStreet
History Repeats Itself in Euro Crisis Debt Spat
Paul Taylor Reuters
China's Housing Market Is Set for a Hard Landing
Shawn Tully Fortune
Schumer & Co. Mum as NY Golden Goose Chokes
Charlie Gasparino NYP
Seven Ways To Fix Capitalism's Flaws
Martin Wolf Financial Times
A Snapshot Of Creative Destruction
John Steele Gordon The American
Four Keys To Improving The Tax System
Greg Mankiw New York Times


Tuesday, January 24
How Germany Can Save The Eurozone
Robert Zoellick Financial Times
The US Inches Closer To A Europe Moment
Paul La Monica CNNMoney
Barack Obama's State of the Union? Overregulated
Wayne Crews Forbes
Entrepreneur Bob Davids on America, Leadership and the Future
RCM
Why You Can't Count On Central Banks In 2012
Jim Jubak MSN Money
Bank Lending Is Making a Comeback
Morgan Housel The Motley Fool
Why China Wants A Piece Of America
Wenguang Huang Fortune
Japan's Endgame: Short Of A Lifetime?
Charles Sizemore MarketWatch
Lazy Returns: How My Nano Portfolio Beat the S&P
John Wasik Reuters
Is the ETF Bubble About to Burst?
Hibah Yousuf CNNMoney
R.I.P.? How to Rescue Research in Motion
Brett Arends MarketWatch


Wednesday, January 25
New Year, Same Crisis
George Soros Project Syndicate
President Obama's Tax Deform Agenda
Howard Gleckman Forbes
How Private Equity Helped Save the U.S. Economy
Liz Peek Fiscal Times
Figuring Out What Private Equity's Worth
Steven Davidoff DealBook
Why Brokers Still Don't Put Clients First
Sarah Morgan SmartMoney
Stocks Cheap? Not If You Look at Earnings So Far
Jeff Cox CNBC
Jim Bianco: Market Rally of 2012 Is Almost Over
Jeff Macke Yahoo
David Herro: Tune Out Macro White Noise
Liana Madura Morningstar
Why I Am Not Optimistic About Europe
Ed Harrison Credit Writedowns
Forget Greece, Portugal Will Destroy Euro
Matthew Lynn MarketWatch


Thursday, January 26
China's Connectivity Revolution
Stephen Roach Project Syndicate
Smartphone Boom Speeds End of Cash
Suzanne McGee The Fiscal Times
The Prosperity Paradox: Which Road Will China Choose?
The Economist
Bernanke Fed's Pledge Cracks Dollar's Foundation
Peter Schiff TheStreet
Not Again! Monstrous Return of Debt Ceiling Debate?
Matt Nesto Yahoo
Retirement in America is 'Endangered'
Robert Powell MarketWatch
Riots in US Streets? Why Soros' Prediction Is Unlikely
Jeff Cox CNBC
Newt Gingrich, Gold and Property Rights
Simon Johnson New York Times
Fear May Save Euro, But Not Europe
Timothy Garton Ash Globe and Mail
Davos? Hell No, I Won't Go!
Mohamed El-Erian Reuters Magazine
More Asset Classes to See High Frequency Trading
Institutional Investor


Friday, January 27
Innovation Nation Or Warfare-Welfare State?
Alex Tabarrok Atlantic
Newt Gingrich Turns to the Supply-Side
Brady Dennis Washington Post
Will Obama's New Housing Plan Work?
Christopher Matthews TIME
Why Doesn't China Buy More U.S. Stuff?
Adam Davidson New York Times
The Problem With Private Equity Is Performance
The Economist
The Sun Is Setting on the Age of Volatility
Conor Sen Minyanville
As Goes January, So Goes The Year?
Mark Hulbert MarketWatch
B Of A: Turnaround Challenge Of The Century
Cyrus Sanati Fortune
Italy: Investment Opportunity Of The Decade?
Lisa Jucca Reuters
Convicted Con Man Scott Rothstein Tells All!
Weise & Nesmith BizWeek
Monday, January 30
The Crisis Of The American Dream
Walter Russell Mead American Interest
The Housing Recovery That Wasn't
Nin Hai-Tseng Fortune
Why Growth Matters More Than Debt
Steve Conover The American
Europe Is Repeating Mistakes of 1929
Javier Solana Project Syndicate
Two Financial Predictions: Gloom to Zoom
Suzanne McGee Fiscal Times
Banks Won't Cheer, But Need More Capital
Dwight Jaffee Bloomberg
Will GOP Deliver on Dollar Good as Gold?
Lewis Lehrman New York Sun
Myth: Strong Dollar Prerequisite for Strong Market
Doug Kass TheStreet
'January Barometer' May Leave Investors Out in Cold
Jeff Cox CNBC
Apple Wrestles With Its 'China Problem'
Craig Stephen MarketWatch
Companies' Cash Piles Stunt Growth
John Authers Financial Times
It's Time For Cisco To Cough Up Shareholder Cash
Ralph Nader Reuters


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