RealClearMarkets Week of May 15, 2017 Archives

RealClearMarkets PM Update

Monday, May 15
6 Long-Term Economic & Investment Theme Recommendations
Gary Shilling BV
Worst News for Economy May Be Coming from Banks, Not Retail
Jeff Cox CNBC
Grade on the US Economy for Trump? It's a "B," For Now
Rick Newman Yahoo Finance
A Setup Is In Place for a Pullback In the S&P 500 Index
Avi Gilburt MarketWatch
8 Can't-Miss Dividend Increases Coming This Summer
Brett Owens Forbes
3 Growth Stocks for Ambitious Investors
Caplinger Brugger & McNew The Motley Fool
Global Cyberattack: A Simple Explanation of What Happened
David Goldman CNN
The Man Who Helped Bury Lehman Turns to Saving Noble
Jack Farchy Bloomberg
Capitalists Are Destroying Capitalism. They Must Be Stopped
Eshe Nelson Quartz
High Taxes, Regulations Prompt Americans to Leave States
Theodore Cangero AIER
The New Retirement Goal: Love Your Job and Keep Working
Darla Mercado CNBC


Tuesday, May 16
Rich Retirees Are Hoarding Cash Out of Fear
Ben Steverman Bloomberg
Long Term Economic and Investment Themes, Part 2
A. Gary Shilling Bloomberg View
Optimism Warranted: Taking Eurozone Growth Seriously
Jim O'Neill Project Syndicate
'Trump Trade' Is a Fake Out. Here's What's Really Fueling Stocks
Josh Brown CNBC
What Could Derail the Markets? Probably Nothing
Sam Ro Yahoo Finance
These 'Dividend Aristocrats' Rack Double-Digit Sales Growth
Philip van Doorn MW
Here's How Much Tesla's Solar Roof Will Really Cost You
Stacey Leasca Forbes
Unthinkable? Tuition-Free College Is Becoming a Reality
Katie Lobosco CNNMoney
Bleeding: One Big Reason Why ESPN Is Losing Subscribers
The Economist
20 Years On, Amazon, Bezos Prove Naysayers Wrong
Andrew Ross Sorkin NY Times


Wednesday, May 17
This Latest Trump-Russia Leak Smells Like a Coup Attempt
Jake Novak CNBC
Here's What the Stock Market Did During Watergate
Myles Udland Yahoo Finance
History Suggests That Investors Should Be Way More Fearful
Paul Brandus MW
The End of the Trump Rally Has a Silver Lining
Ben Carlson Bloomberg View
Clear Proof That Central Banks Are 'On The Bid' In Stocks
Bryan Rich Forbes
Trump Is the Wrong Kind of Businessperson to Be President
Rick Newman Yahoo!
This Is One Big Retailer Which Isn't Getting Amazon-ed
Paul La Monica CNNMoney
Here's Why Elon Musk Holds the Secret to Productivity Gains
Liz Peek Fiscal Times
What My Young Sons Taught Me About True Happiness
Brian Hamilton Fortune


Thursday, May 18
Trump's Turmoil Won't Kill The Stock Market
Bob Sellers MarketWatch
Worst Ahead for Stocks? Why Some Say the Drop 'Has Legs'
Alex Rosenberg CNBC
The Running of the Bulls’ (Mouths)
Danielle DiMartino Booth Hedgeye Risk Management
Mediocre Hedge Fund Managers Making Billions
Alexandra Stevenson New York Times
Scaramucci: Trump Could Still Be 'One of Our Best Presidents'
Yahoo Finance
Inflation Isn't Cooperating With 'Can't Catch a Break' Federal Reserve
Tim Duy BV
Confused China Financial Market Strategy Reveals Old Flaws
Pete Sweeney Reuters
China's Demographic Time Bomb Continues to Tick
Xiaoqing Pi Bloomberg
3 Reasons North Korea Is a Bigger Threat Than Month Ago
Ciro Scotti Fiscal Times
How Can I Save for Retirement If I Don't Have a 401(k)?
Minyoung Park CNNMoney


Friday, May 19
Wealthy Connecticut Tapped Out on Taxing the Rich?
Joseph De Avila WSJ
Tax Reform: It's Business Versus the Middle Class
Jeanne Sahadi CNNMoney
American Shale Roars Back at the OPEC Cartel
Christopher Sell Bloomberg
How Far Could Stocks Fall Amid Trump Turmoil?
Anthony Mirhaydari Fiscal Times
It's Time to Contemplate Mike Pence-Onomics
Rob Cox Reuters Breakingviews
The Housing Moment Investors Dread Has Arrived
Danielle DiMartino Booth BV
A Brave New World for Sovereign Wealth Funds
Jess Delaney Institutional Investor
Dear Walmart, Here's Why You Will Never Beat Amazon
Panos Mourdoukoutas Forbes
Why Predictions of a 'Retail Apocalypse' Are Overblown
Robert Futterman CNBC
5 Facts Prove Americans Know Nothing on Managing Money
Catey Hill Money-ish
Congrats America! You're the Fattest Country In the World
Barbara Kollmeyer MW
Monday, May 22
15 Forecasts for Future of Work for People Over 50
Richard Eisenberg Forbes
This Is How Your Finances Should Look In Your 40s
Alessandra Malito MarketWatch
This Church Has Better Money Managers Than Harvard
Charles Riley CNNMoney
A Good Sign the Stock Market Rally Has a Long Way to Go
Joe Ciolli Business Insider
Speculative Frenzy: Tech Stocks Haven't Done This Since Dot-Com Bubble
CNBC
Handful of Stocks Boosting Hedge Fund Returns, It's Not Enough
Yahoo Finance
Why Sears' CEO Eddie Lampert Needs A Big Reality Check
Walter Loeb Forbes
Fired: CEO Ejection Hardly Gets Embattled Ford Back In the Race
Rob Cox Reuters
The Slow Death of Summer Fridays and Stressed Out Workers
Jacob Passy MW
Here Are the Five Books On My 2017 Summer Reading List
Bill Gates gates notes


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