RealClearMarkets Week of September 17, 2012 Archives

RealClearMarkets PM Update

Monday, September 17
Beware of China's Quantitative Tightening
Craig Stephen MarketWatch
Beijing's Folly: As Goes Steel, So Goes China
Gordon Chang Forbes
Is Europe's Financial Crisis Finally Over?
Gene Frieda Project Syndicate
One Way Or The Other, Germany Will Pay
David Marsh MarketWatch
Why the UK Must Reverse Its Economic Course
Larry Summers Reuters
Will QE3 Really Help The Housing Market?
Yuval Rosenberg Fiscal Times
One Key Word MIA in the U.S. Debt Debate
Steve Conover The American
Are Stocks Doomed By Demographics?
Roben Farzad BusinessWeek
Earnings Magic? Big Profits Rebound May Be Coming
Jeff Cox CNBC
Homebuilding Stocks: Is It Too Late to Buy?
Suzanne McGee Fiscal Times
U.S. Banks Ignore Europe's Lesson on Greed
William Cohan Bloomberg
Volcker on Greedy Bankers, Ryan's Plan & the Fed
Leslie Gelb Daily Beast


Tuesday, September 18
The Great Investing Dilemma: 'Always Late to the Party'
Jeff Cox CNBC
You Can Bet On This Rally, But Don't Go All In
Jim Jubak MSN Money
The Opportunity Of A Lifetime: Buy A House
Michael Sivy TIME
Robert Shiller Still Cautious On Housing
Matthew Zeitlin The Daily Beast
Big US Manufacturing Slowdown? It's Here
Matthew Philips BusinessWeek
Is a Chipotle Burrito or a Big Mac "Manufacturing"?
Matt Yglesias Slate
How Did Recession Become Public Enemy #1?
Todd Harrison Minyanville
Harvard Losing Out to South Dakota in Grad Pay
Joe Richter Bloomberg
Something Rotten in Land of the Rising Sun
Michael Fitzpatrick Fortune
Das Gift: Did Merkel Just Save Obama?
Benjamin Weinthal Foreign Policy
Obama Stealing Wall Street From Romney
David Weidner MarketWatch
Romney Reminds US Who Actually Pays Taxes
Elizabeth MacDonald Fox


Wednesday, September 19
Is Inflation Back From the Dead?
Brett Arends SmartMoney
Bernanke's 'Risk-On, Risk-Off' Monetary Policy
Steil and Walker WSJ
Rogue Fed Has Grossly Overstepped Its Role
Doug Noland Asia Times
Monetary Policy At Ground Zero
Tom Buerkle Institutional Investor
Is Fed Making Life Tougher for High-Speed Traders?
John Carney CNBC
5 Winning Trades If The Euro Survives
Matthew Lynn MarketWatch
Fund Managers Must Be More Activist
John Bogle Financial Times
Lopsidedly Bullish Consensus on Apple
Mark Hulbert MarketWatch
Apple's Hidden Competitive Advantage
Jim Jubak MSN Money
Bush Tax Rates Too High To Move This Boulder
Tom Del Beccaro Forbes
Deposit Flight From Europe Banks Erode Common Currency
Bloomberg
US Meltdowns: History Lessons for the Euro
Alan Wheatley Reuters


Thursday, September 20
Long Global Slump? Possibly Depression?
Robert Shiller Project Syndicate
The Biggest Trade in the History of Mankind
Todd Harrison Minyanville
Who's That Knocking? Is Stagflation at Our Door?
Doug Kass TheStreet
Fed Engineers A Reverse Volcker Moment
Mohamed El-Erian The A-List
QE Is Just A Crutch For Government
Jeremy Warner The Telegraph
Ben: Reverse Robin Hood in Middle Class Clothing
Liz Peek Fiscal Times
Banks Are Holding Back Housing Recovery
Christopher Matthews TIME
New Rules, Same Old Risks
Imogen Rose-Smith Institutional Investor
20 Shocking Numbers of the Past Four Years
Morgan Housel Motley Fool
Rethinking The Legacy Of Robert Rubin
William Cohan BusinessWeek
Is iPhone 5 Apple's Last Blowout Bestseller?
David Goldman CNNMoney
HP & IBM: Different Paths, Different Results
Kevin Kelleher Fortune


Friday, September 21
Dalio Fears Social Unrest That Led to Hitler's Rise
Maneet Ahuja CNBC
The Next Panic Will Be Worse...And Soon
Johnson & Boone The Atlantic
Lehman Brothers: Still Open for Business?
Nick Summers BusinessWeek
It's Time to Take Money Off the Table
Michael Brush Minyanville
The Dangerous Denial of Market Bears
Morgan Housel The Motley Fool
Dumb Money Sees a Rally, So Gird For a Dip
Jon Markman MarketWatch
Will Windows 8 Be Microsoft's "New Coke"?
Cyrus Sanati Fortune
Bearish Treasury Bets Hit a Record Amid Inflation Concern
Bloomberg
Beware The Costs & Psychology Of QE 3
Gillian Tett Financial Times
Did the Fed Just Re-Elect Obama?
Anthony Mirhaydari MSN Money
Why America Needs A Strong Chinese Economy
Josh Boak Fiscal Times
Jim Leech: The Oracle Of Ontario
Julie Segal Institutional Investor
Monday, September 24
Bernanke Bazooka = Great Bond Bull Market End?
Bill Fleckenstein MSN
Why Ben & Co. Can't Save the Global Economy
Michael Schuman TIME
As America Limps Along, D.C. Thrives
Ross Douthat New York Times
Sorry, iPhone 5 Will Not Save The Economy
Daniel Gross The Daily Beast
How High Oil Prices Will Cap Economic Growth
Jeff Rubin Bloomberg
Stocks Are Unlikely to Leap Higher Just Yet
Jeff Saut Minyanville
Careful: Q3 Earnings Could Fizzle
Suzanne McGee Fiscal Times
The Bear Case for Apple: My List of 10 Concerns
Doug Kass TheStreet
Bears Are Wrong: Why Apple Hasn't Peaked Yet
Vivek Wadhwa Forbes
Exactly Whose $$$ Did 'London Whale' Lose?
William Cohan Bloomberg
The SEC Must End Casino Markets
Leon Cooperman Financial Times
Bundesbank to Seek Extra Leverage at ECB?
David Marsh MarketWatch
Could China & Japan Go to War Over These Islands?
The Economist


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