RealClearMarkets Off The Street

Friday, September 19
A False Dawn In China - Daniel Rohr, Morningstar
Nothing Wrong With Muddling Along - Pamela Rosenau, Forbes
What Alibaba Tells Us About The Global Economy - TIME
An Accident Waiting To Happen - Yves Smith, Naked Capitalism
An Expectation Gap - Erik Swarts, Market Anthropology
Cult Markets: The End Of Bitcoin - Izabella Kaminska, FT Alphaville
3 Things Worth Thinking About - Lance Roberts, StreetTalk Live
Savaging Google & American Capitalism - Robert Shrimsley, FT
The Return Of The American Borrower - FT Alphaville
America's Self Inflicted Economic Wounds - J.D. Tucille, Reason
Opportunity For Wide Moat Alibaba - R.J. Hottovy, Morningstar
Everything You Need To Know About Alibaba's IPO - TIME
Thursday, September 18
6 Asset Allocation Pitfalls To Avoid - Christine Benz, Morningstar
Who's The House In The Financial Casino? - Naked Capitalism
Is The Fed Afraid Of Deflation? - Chris Lange, 24/7 Wall Street
Buybacks, Dividends & Stock Values - Sujeet Indap, FT Alphaville
Should You Buy Into The Dollar Rally? - Michael Lombardi, DShort
Who's Right? The Fed Or The Bond Market? - Randall Forsyth
And The Band Plays On - Lance Roberts, StreetTalk Live
Global Growth? China Disagrees - Jeffrey Snider, Alhambra Partners
No Need To Fear Fed Tightening - Calafia Beach Pundit
The Math Of The Dot Plots - James Mackintosh, FT Alphaville
Still Patient But For How Long? - Greg Ip, Free Exchange
Wednesday, September 17
Why Is Insider Trading Bad? - John Paul Rollert, The Atlantic
The 5 Biggest Myths About Alibaba's IPO - Paul Lim, TIME
Subprime Is Back With A Vengeance - Naked Capitalism
The Big Day Arrives: A Timeline For Tightening - Macro Man
Bubble: Tokyo On The Thames - Dan McCrum, FT Alphaville
Crash Ahead!!!! - Robert Seawright, Above The Market
Fed Transparency Gone Too Far? - Jeff Cox, NetNet
Stocks Rise As Sun Unexpectedly Rises - Sigmund Holmes
Wide Eyed Faith In Central Banks - John Plender, Financial Times
Have We Discovered Financial Utopia? - StreetTalk Live
A Dearth Of Deep Value Stocks - Millennial Invest
Tuesday, September 16
So What Exactly Is Alibaba? - Chris Wright, Forbes
A False Dawn For Emerging Markets? - Beyondbrics
An Alibaba Push For Yahoo? - Chris Kimble, DShort
Ultimate Stock Pickers: Top 10 Dividend Stocks - Morningstar
Buybacks & Tradebots - Joshua Brown, The Reformed Broker
Good Advice From 5 Frugal Millionaires - Drew Hendricks, Inc.
The Perfect Dollar Storm, Part 2 - Chris Puplava, DShort
King Dollar? We're Almost There... - Bob McTeer's Blog
The Illusion Of Permanent Liquidity - Lance Roberts, StreetTalk Live
Surveys vs Hard Data - GaveKal Team, GaveKal Capital
Fed Should Hike Sooner Rather Than Later - Financial Times
Monday, September 15
The Venture Bubble Becomes Undeniable - The Reformed Broker
Why The Fed Can Take Its Time - Cardiff Garcia, FT Alphaville
A Diving Competition To Start The Week - Macro Man
Oil: The Next Commodity Domino? - Naked Capitalism
7 Lessons From Lehman's Collapse - Ian Salisbury, TIME
Poorly Timed Stock Market Headlines - Political Calculations
Housing: Price Cuts Are Back - Bill McBride, Calculated Risk
A Scary World, But Investors Trust The Fed - MoneyBeat
The Dollar Rally Is A Stress Test - Ambrose Evans-Pritchard
Prices, Paul Krugman & Consistency - Warren Meyer, Coyote Blog
How To Navigate A Bear Market - A Wealth Of Common Sense
The Strong Dollar Effect On Stock Markets - GaveKal Capital
Friday, September 12
How Cops Got A License To Steal - Jacob Sullum, Forbes
When To Say "I Was Wrong" - Morgan Housel, The Motley Fool
Nikkei Ready To Party Hardy? - Erik Swarts, Market Anthropology
Apple's Moat Just Got A Lot Wider - Vitaliy Katsenelson
How Keynes Became A Dirty Word - Noah Smith, Bloomberg View
The Simple Life - In A Dumpster - James Hamblin, The Atlantic
Wall Street's Most Bearish Bull Recants - Acting Man
3 Things Worth Thinking About - Lance Roberts, StreetTalk Live
The Final Humiliation Of The Fed Haters - Business Insider
Wine As An Economic Indicator - Joe Harpaz, Forbes
Good Luck Getting In On The Alibaba IPO - Jeff Cox, NetNet
Thursday, September 11
Currencies & Global Growth - Financial Times
The State Of Our Recovery - Barry Ritholtz, Bloomberg View
25 Companies Investing In America's Future - Forbes
The Fed Fails - Richard Alford, Naked Capitalism
The New Home Market Stagnates - Ironman, Political Calculations
The Great Inflation - Scott Sumner, The Money Illusion
Beguiled By Narrative - Robert Seawright, Above The Market
Companies Need More Weirdos - Martin Davidson, BusinessWeek
Recovery? Not For 90% Of Americans - StreetTalk Live
Strong Dollar Negative For EM & Commodities - GaveKal Capital
The Future Of Manufacturing In 4 Objects - Bruce Upbin, Forbes
Commodities Send Worrying Signal - Jamie Chisholm, FT
Wednesday, September 10
One Of These Markets Must Be Wrong - Buttonwood's Notebook
The Black Swan Of Scotland - Raul Ilargi Meijer, Naked Capitalism
Be Humble, Get Rich - timarr, The Psy-Fi Blog
Why Are Emerging Markets Outperforming? - Dr. Ed's Blog
The Crowd Has No Clue - Joshua Brown, The Reformed Broker
The 7 Deadly Sins Of Investing - Lance Roberts, StreetTalk Live
One Tailwind For Stocks Is Gone - GaveKal Capital
Currencies Break, Gold Doesn't - Jeffrey Snider, Alhambra Partners
When Will The Wealth Effect Trickle Down? - FT Alphaville
Tuesday, September 9
Good News On The Employment Front - GaveKal Capital
Tracking The Decline Of Risk Aversion - Calafia Beach Pundit
Wall Street's $85 Million Man - Jeff Cox, NetNet
Two Years Of US Micro-Recession - Ironman, Political Calculations
Investors Acting Rationally - Joshua Brown, The Reformed Broker
Ending The Cult Of Loss Aversion - Macro Man
Obama Outperformed Reagan? Hardly. - StreetTalk Live
Europe Is Falling Apart - Joe Weisenthal, Business Insider
Fed Naysayers Cost You a Trillion Dollars - Cordell Eddings, Bloomberg
Who's Afraid Of Deflation? - David Andolfatto, MacroMania
The Depressing Tale Of Nominal Bond Yields - Alhambra Partners
Chinese Stocks: The Rally Has Legs - Michael Kahn, Barron's
The CAPE Ratio Doesn't Work - Mebane Faber Research
The Case For The Gold Standard - e21

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