RealClearMarkets Week of February 25, 2013 Archives

RealClearMarkets PM Update

Monday, February 25
Gary Shilling: Why You Should Sell Stocks and Buy Treasurys
Forbes
Investors Fail to Appreciate Fed, Chinese Risk
Doug Noland Asia Times
Bernanke's Date With Deflationary Destiny
Vince Foster Minyanville
Uncle Ben Wants You to Buy a New Car
Barry Ritholtz The Big Picture
Here's What Could Put the Brakes on Market Rally
Jeff Cox CNBC
A Deep Post-Decline Analysis of the Charts
Jim Cramer MSN Money
Einhorn Signals Beginning of the End at Apple
Rocco Pendola TheStreet
Apple: Why Bad News Just Keeps on Coming
Mark Hulbert MarketWatch
America's Sequestered Recovery
Laura Tyson Project Syndicate
U.S. Spending Axe Set to Fall, But Then What?
Richard Cowan Reuters
Why Less Debt Among Young Adults Is Bad News
Nin-Hai Tseng Fortune
A Costly and Unjust Perk for Financiers
Lynn Forester de Rothschild NYT


Tuesday, February 26
Why the Euro Debt Crisis Never Really Ended
Michael Schuman TIME
Italy's Election Doesn't Signal Euro Rout
Carol Matlack BusinessWeek
The Importance of Elizabeth Warren
Simon Johnson Project Syndicate
Jack Lew's Corrupt Citi Employment Deal
Yves Smith Naked Capitalism
The Bankers Are Honorable Men
David Weidner MarketWatch
The Co-Dependency of Banks & Government
Arnold Kling The American
'Shareholder Democracy' Is Sometimes Abusive
Andrew Ross Sorkin NYT
Marissa Mayer Takes Yahoo Back to Stone Age
Jenna Goudreau Forbes
Stocks: A Sentimental Wager
James Mackintosh Financial Times
Our Real Worry Isn't Debt, It's Politicians
Mark Thoma The Fiscal Times
How Will Fed Explain QE Losses?
Torres Zumbrun & Gage Bloomberg


Wednesday, February 27
Is the Bernanke Fed Painting Itself Into a Corner?
Michael Sivy TIME
Mr. Market Develops a Curious Case of Amnesia
Doug Kass TheStreet
3 Rising Fears That Could Spark a Sell-Off
Suzanne McGee Fiscal Times
The Great Rotation: More Myth Than Reality?
Hibah Yousuf CNNMoney
Lazy Portfolios War with Wall Street Casinos
Paul Farrell MarketWatch
Allan Mecham: The 400% Return Man
Ashby Monk Institutional Investor
Horsemeat, Big Macs, QE & Currency Wars
Bill Gross Financial Times
Why There Will Be No New Bretton Woods
Benn Steil Wall Street Journal
5 Charts: Sequestration Drama Overstate Stakes
Rick Newman US News
How To Fix U.S. Debt Without Harming Economy
Paul Wiseman NPR
Attention Middle Class: DC Is Screwing You Again
Allan Sloan Fortune
How The US & Mexico Bailed Out Spain's BBVA
Roben Farzad BBW
Behold the Rise Of "Indie Capitalism"
Bruce Nussbaum BusinessWeek


Thursday, February 28
Would a Dow Jones Record Set a Bear Trap?
Mark Hulbert MarketWatch
A Strong Dollar Isn't So Stock-Market-Friendly
Doug Kass TheStreet
Equity Markets Still Have a Lot Left in the Tank
Institutional Investor
Markets or Media: Which Is More Irrational?
Barry Ritholtz Big Picture
Stock Market's 'Greedometer' Flashes Red
Brett Arends MarketWatch
The American Economy: Waiting for the Chop
The Economist
Why Activist Investors Matter
Jeremy Glaser Morningstar
Companies Try Everything to Get Consumers Back
Katie Little CNBC
Capping Banker's Pay Is a Really Bad Idea
Michael Schuman Time
To Save the World, Get a Job on Wall Street
William MacAskill Quartz
Leave Marissa Mayer Alone!
Anne-Marie Slaughter The Atlantic
The 25 Best Public Companies in America: #1 Is Cummins
Motley Fool


Friday, March 1
Stan Druckenmiller: A Storm Worse Than '08 Is Coming
Bloomberg
The Side Effects of QE Could Be Severe
Nouriel Roubini Project Syndicate
Real Estate 'Bubble 2.0 on Steroids'
Diana Olick CNBC
A Bear Scare Arrives on Wall Street
Todd Harrison Minyanville
Five Signs This Rally Is On Hold
Joshua Brown TheStreet.com
You've Changed: My Break-Up Letter to Apple
Jeff Reeves InvestorPlace
The Sequester Game of Chicken
Bruce Bartlett The Fiscal Times
Six Reasons Why the Sequester Hurts
Mohamed El-Erian Fortune
Big US Budget Cuts: Will the Bite Match the Bark?
Fred Barbash Reuters
Big Banks Are Still Too Big and Too Dangerous
Rex Nutting MarketWatch
Is Geithner Really Going to Do Crisis Seminars?
Gerri Willis Fox Business
No Honeymoon for Japan's New Central Banker
William Pesek Bloomberg
Monday, March 4
China's Property Sector, Just Before The Crash
Gordon Chang Forbes
Bulls and Bears Locked in an All-Out War
Jason Haver Minyanville
Fourth Euro Crisis Cycle of Panic Has Begun
Simone Foxman Quartz
10 Reasons Why Euro Crisis May Be Incurable
David MarshMarketWatch
What Is Italy Telling Europe's Leaders?
Joseph Stiglitz Project Syndicate
Higher Bank Equity Is in the Public Interest
Simon Johnson Bloomberg
US Recovery Lifting Profits, But Not Adding Jobs
Nelson Schwartz NYT
How Student Loan Crisis Drags Down Home Prices
Paul O'Donnell CNBC
Has Tim Cook Become a Liability at Apple?
Rocco Pendola TheStreet
Apple's Planned 'iWatch' Could Be More Profitable Than TV
Bloomberg
Google Glass? An iWatch From Apple? No Thanks
Rick Newman US News


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