October 27, 2014 Archives

Week of October 27, 2014 Archives

RealClearMarkets Morning Edition

Monday, October 27

Bill Ackman Is Betting Very Big

Alexandra Stevenson & Julie Creswell, NYT

My (Somewhat Tepid) Defense of Hedge Funds

Cliff Asness, AQR Capital

There's No 'There' With The Latest 'Deflation' Scare

John Tamny, Forbes

Weak Markets Push Fed to Continue QE

John Aidan Byrne, New York Post

Interview with Steve Forbes About Good Money

Jerry Bowyer, The Sun

Are Stock Buybacks Really Bullish?

Jonathan Clements, Wall Street Journal

Is $1 Million Enough Money to Retire On?

John Waggoner, USA Today

Don't Let Stocks Drive You Crazy

Andrea Coombes, Wall Street Journal

How to Find the Right Financial Advisor

Barry Ritholtz, Washington Post

In Some Ways, the Rich Really Aren't Very Different

Paul Sullivan, NYT

Wealth Inequality Is the Real Problem In the U.S.

Michael Hiltzik, LAT

Congressional Wealth Needs Extreme Makeover

Jim McTague, Barron's

Vladimir Putin, & the Energy Weapon Myth

Paul Roderick Gregory, Forbes

All Debt Is Decidedly Not Created Equally

Jeff Dorfman, RealClearMarkets

Don't Buy a New House When It's Easier To

David Weidner, MarketWatch

Tuesday, October 28

The Secret Market Indicator That The Bulls Will Love

Ken Fisher, Forbes

Is 2250 Now the New Target For the S&P 500?

Avi Gilburt, MarketWatch

The Rich Regret Not Investing More In 2014

Nanci Hellmich, USA Today

Divorce Is Healthy...When It Involves Companies

James Surowiecki, TNY

Hillary's Anti-Business Talk Exposes Radical Roots

Stephen Moore, IBD

Clinton's Comment Causes Wall Street Unease

Andrew Ross Sorkin, NYT

With Disability Benefits Running Out, What to Do?

Henry Aaron, RCM

How SCOTUS Created the Student Loan Tulip

Bill McMorris, Spectator

Liberty and the IRS Are Incompatible

Richard Rahn, Washington Times

No Band-Aids, Let's Have Real Tax Reform

Diana Furchtgott-Roth, RCM

Uber's Driver Income Claims Just Don't Add Up

Alison Griswold, Slate

Behind the Wheel of the Bespoke Bentley

Zoe Settle, The Daily Beast

Zombie Mode: Capitalism Has Gone Off Rails

Michael Sauga, Der Spiegel

You're Next, 'Baba: Unilver's China Sales Fall 20%

Gordon Chang, Forbes

Fed Dissension May Well Intensify In Coming Months

Peter Ireland, E21

Fed's Touchy About Touching Rate Guidance

Pedro Nicolaci da Costa, WSJ

Long-Term Fiscal Outlook Remains a Top Concern For Voters

Wednesday, October 29

Is It Time to Moderate the Homeownership Dream?

Eduardo Porter, NYT

Feds Eerily Double Down On Housing

Stephen Moore, Washington Times

The Timeless Allure of Stock-Market Timers

John Kimelman, Barron's

How to 'Game' This Very Clueless Stock Market

Jim Cramer, MSN Money

World Series Predictor No Worse Than Rest

Mark Hulbert, MarketWatch

An Investor Confronts Ebola Crisis

Philip Delves Broughton, New Yorker

How To Make Your Money Last For Longer Lifetime

Karen Damato, WSJ

Clinton's Radical Economic Beliefs Have Been Revealed

Editorial, IBD

Bear Markets Don't Just Happen. These 2 Things Cause Them

Greedy Exit U.S. After Getting Rich Here

DeWayne Wickham, USA Today

Ed Gillespie Offers Serious Obamacare Alternative

James Capretta, RCM

Interview with Ian Schrager On the Hotel Business

Vivian Marino, NYT

Let's Get On With 'Uberizing' the Entire Economy

Brian Carney, Forbes

Canada Joins An Unrepentant Rogue's Gallery

Daniel McGroarty, RCM

Why a Street Criminal Stole a Stradivarius

Buzz Bissinger, Vanity Fair

How Quantitative Easing Has Changed World

Mehreen Khan, Telegraph

Niall Ferguson Would Blame QE for 'Alien Raids'

Noah Smith, Bloomberg

Thursday, October 30

The Fed's Lack of Conviction Is Warranted

Mohamed El-Erian, Bloomberg

With End of Stimulus, Fed Faces New Hurdles

Darrell Delamaide, USAT

The Fed Must Rethink How It Measures Inflation

Marlin Stutzman, FWN

I Simply Cannot Find 'Market Failure'

Kevin Williamson, National Review

Well-Meaning Thinkers Are Being Seduced by VAT

Dan Mitchell, Forbes

Are the Usual Banks Too Expensive To Use?

Lisa Servon, New York Times

Here's Why Wall Street Can't Stand Jeff Bell

Seth Lipsky, New York Post

Wall Street Talks, and Jobs Are Slashed

Michael Hiltzik, Los Angeles Times

How Long Can the Shale Revolution Last?

Nick Cunningham, OilPrice.com

Why Tiny Models Are Big In Real Estate

Art Patnaude, Wall Street Journal

5 Stocks Positioned to Weather Next Downturn

Michael Vallo, Barron's

Treasury Taking Aim at 'Homegrown REITs'?

John Burnett, InsideSources

Will Robots Supplant or Support Workers?

Vauhini Vara, New Yorker

Secret to Success from 40 Execs

Christopher Tkaczyk & Scott Olster, Fortune

82% of Americans Say Long-term Debt is Important Factor in their Vote

Friday, October 31

The U.S. Has Turned Japanese, But Worse

Paul Krugman, New York Times

With the End of QE, Confused Keynesians Scream

Nathan Lewis, Forbes

John Maynard Keynes Is the Economist We Need Now

Peter Coy, BBW

Moving Beyond Generic, 'Money Supply' Thinking

Jeffrey Snider, RCM

The U.S. Economic Family In Six Charts

Wilcox & Lerman, National Review

How Retirement Savers Can Be Miles Apart

John Waggoner, USA Today

Brazil Election's Global Market Implications

John Cassidy, New Yorker

Money Is Slow, Hedgies Trade In Milliseconds

Ben Steverman, Bloomberg

Trump Gets Real Estate Wrong In 'Slumbai'

C. Choudhury, Bloomberg

Mortgage Data Contradict Ludicrous 'Tight Credit' Claims

Editorial, IBD

Reform Tax Code, But Don't Rip Off the Bandage

Dorothy Coleman, RCM

How to Fly Private For Under $200 Per Person

Catey Hill, MarketWatch

When the Rich 'Hoard', They Help the Non-Rich

Iain Murray, Freeman

Why The 1 Percent Should Pay 80% Tax Rate

Saez & Piketty, The Guardian

Halloween Is Sweet For American Sugar Moguls

De Rugy & Castillo, RCM

The Education of Warren Buffett's New Protege

Colleen Leahey, Fortune

The GOP Is Back In Bed With Wall Street

Alec MacGillis, The New Republic

Saturday, November 1

Underwriting the Looming Housing Crisis

Peter Wallison, New York Times

Latest Rebound Says Bear Isn't In the Cards

Mark Hulbert, MarketWatch

The World's Richest Are Bullish On the U.S.

Margaret Collins, Bloomberg

Warren Buffett's 6 Best Investments of All Time

Stephen Gandel, Fortune

Don't Expect Other Fortune 500 CEOs to Follow Cook

Eric Sasson, TNR

A Guide to Mobile Investing Apps

Wells & Andriotis, Wall Street Journal

Behind Matt Taibbi's Departure From First Look

Somaiya & Cohen, NYT

Paul Krugman Revives the Keynes v. Rueff Debate

John Mueller, Forbes

Half Of a Century of Evidence to Fear the Fed

Mark Gilbert, Bloomberg

A Return to JFK-Reagan Economic Model

Larry Kudlow, National Review

Voters Consider Mixed Economic Signals

Irwin Stelzer, Weekly Standard

Three Ways the Middle Class Is Not Doing Well

Abby McCloskey, Forbes

U.S. Recovery Is the Envy Of the World

Chico Harlan, Washington Post

Obama's Incompetence Explains The Poor Recovery

Editorial, Investor's

Sunday, November 2

3 Things That Make the Stock Market Tick

Brett Arends, MarketWatch

How You Can Teach Your Kids to Invest

Heather Long, CNNMoney

Shunned Investment Is Among the Safest

Howard Gold, MarketWatch

According to Fed, Rich Are Getting Richer

Gregory Bresiger, NY Post

Wealth Inequality Is Worse Than You Think

Chris Matthews, Fortune

Middle Class Can't Afford Liberal Cities

Derek Thompson, The Atlantic

Washington DC's Wealth and Waste

Scott Beyer, The American

For Pot, Inc., the Rush to Cash In

John Leland & Mosi Secret, NY Times

Deflation: Good, Bad, and Turning Ugly

Jeremy Warner, Telegraph

Mobile: Apple Pay vs. CurrentC

Adam Levine-Weinberg, Motley Fool

4 Lessons from Taylor Swift's 1.2M Sales

Devin Leonard, BusinessWeek

Private Space Industry Faces Questions

B. Snyder & J. Kell, Fortune