RealClearMarkets Off The Street

Friday, February 27
The Blind Forecaster - Morgan Housel, The Motley Fool
Giant Pension Fund Drives Japan's Stock Rally - MoneyBeat
A Simple Model - Macro Man
Get Your Income Here - Buttonwood, Buttonwood's Notebook
The 40 Smartest People Of All Time - Business Insider
When Will The Next US Recession Arrive? - Ben Carlson
TIPS Say Deflation Threat Has Passed - Calafia Beach Pundit
Lawsuit: Reckless Raid Shut Down Hedge Fund - Business Insider
Nikkei: Breaking Out To A New Secular Bull? - The Big Picture
Analysts Just Want You To Buy - Jeff Cox, NetNet
Considering "The Stock Market Crash Of 2016" - John Kimelman
Schizophrenia In The White House - John Goodman, Forbes
Rays Of Sunlight Amid Europe's Gloom - Tony Barber, Financial Times
Thursday, February 26
Ghosts Of The '87 Crash - Greg Guenthner, Midnight Trader
A Tale Of Two Deflations - James Mackintosh, FT Alphaville
Occupy The AARP - Veronique de Rugy, Reason
Warren Buffett's 1965 Letter - Stephen Foley, FT Alphaville
McMansions Are Back, Bigger Than Ever - Wonkblog
10 Things To Learn From Richard Branson - The Altucher Confidential
Don't Live On The Extremes - Cullen Roche, Pragmatic Capitalism
Why The Kochs Should Spend More On Politics - John Stossel, Reason
Obama Finally Steps Up - Simon Johnson, Project Syndicate
Get Your Rally Caps On! - Michael Kahn, Barron's
Disagreeing w/ Forbes & Tamny On the Euro - Dan King, Trotsky's Children
Wednesday, February 25
Why Companies Aren't Investing In The Real Economy - Wonkblog
Novelty, Unicorns & Stressed Investors - timarr, The Psy-Fi Blog
Yellen Testimony: Something For Everyone - Macro Man
In The Really Long Term... - David Keohane, FT Alphaville
Valuations, Recession & Stock Market Declines - Doug Short, DShort
Long Term Thinking: A Contrarian Approach - Ben Carlson
NYT Prefers Cuba To Stay Equal...And Poor - Matt Welch, Reason
Monetary Theater Of The Absurd - Jeffrey Snider, Alhambra Partners
Behind The Rich World Bond Boom - Matthew Klein, FT Alphaville
NASDAQ New High? Not Even Close... - Lance Roberts, StreetTalk Live
Yellen Cheerleads The Bubble Onward & Upward - EconMatters
The Fed Is Not Chuck Norris Or Bruce Lee - Pragmatic Capitalism
Tuesday, February 24
Do Eerie Parallels Presage New Crisis? - Satyajit Das, Financial Times
US Revenues Running Out Of Energy - Ed Yardeni, Dr. Ed's Blog
The Good News From Overseas - Scott Grannis, Calafia Beach Pundit
The Real Story About Cheap Oil That No One's Telling - Bill Frezza, RCRH
Why Oil Prices Are Going Lower - Myles Udland, Business Insider
Markets vs Economy: The Great Disconnect - Lance Roberts
Climbing The Great Wall Of Worry In China - Market Anthropology
Is Japan In Danger Of A Fiscal Crisis? - Matthew Klein, FT Alphaville
Best Investment Advice? Leave It Alone - Morgan Housel, USA Today
Currency Manipulation & China - Jeffrey Frankel, Jeffrey Frankel's Blog
Monday, February 23
Hedge Funds Love Stocks More Than...Ever - Jeff Cox, NetNet
Technician: Prepare For A Massive Drop In S&P - CNBC
It's The Biotech Bubble You Should Worry About - Max Nisen, Quartz
Boom & Bust: A Wake Up Call For Silicon Valley - Henry Blodget
The Most Crowded Trade In The World - Myles Udland, Business Insider
Can You Retire? Getting To Your Number - Investing Caffeine
The 65 Year Trend In Stock Prices - Scott Grannis, Calafia Beach Pundit
An Embarrassment Of Riches, Oil Edition - Izabella Kaminska
Saving: Don't Worry About The Paradox Of Thrift - Ben Carlson
The Shortfalls Of Fed Fortune Telling - Robert Johnson, Morningstar
Friday, February 20
Risk Management Always Matters - A Wealth Of Common Sense
Bonds: The Most Hated Bull Market - Jesse Felder, The Felder Report
10 Insane Things We Believe On Wall Street - The Big Picture
Reading The Credit Tea Leaves - Scott Grannis, Calafia Beach Pundit
This Is Nuts, But We Haven't Crashed Yet - Dan McCrum, FT Alphaville
Greece Is Too Small To Matter - Allister Heath, The Telegraph
Would Germany Shoot Itself In The Foot? - Alen Mattich, MoneyBeat
Falling Oil Prices Are About Demand - Jeffrey Snider, Alhambra Partners
Hitchhiker's Guide To Negative Yields - Ralph Atkins, Financial Times
Why Walmart Raised Its Wages - Joe Pinsker, The Atlantic
Why Do Economists Think They're Experts? - Pragmatic Capitalism
Told You So: Fed Doesn't Want To Hike Rates - Lance Roberts
Thursday, February 19
Why A Rate Hike Isn't That Simple - John Crudele, New York Post
Why Everyone - Even Buffett - Got Oil Prices Wrong - Wonkblog
A Multiple Choice Fed Minutes Quiz - Macro Man
The Sudden Onset Of An Earnings Recession - Political Calculations
Fund Managers Love Stocks, Hate Bonds - Urban Carmel, The Fat Pitch
Bears Head Back To Their Caves - Bespoke, Think B.I.G.
Microsoft & Google Swap Places - Gordon Kelly, Forbes
Markets On Wire - Erik Swarts, Market Anthropology
The Paradox Of Negative Interest Rates - Izabella Kaminska, FT Alphaville
No Central Planners Needed - John Stossel, Reason
So Much Inconsistency - Jeffrey Snider, Alhambra Partners
The History Of The Global Equity Portfolio - Pragmatic Capitalism
Wednesday, February 18
Ultimate Stock Pickers: 10 High Conviction Buys - Morningstar
How Our Memories Shape Markets - A Wealth Of Common Sense
Unbalanced Hopes For The Global Economy - Martin Wolf
The Greatest Trader Who Ever Lived - Crossing Wall Street
Foreign Stocks Are Not As Cheap As You Think - Morningstar
Bonds: An Inherently Unstable Balance - John Plender, Financial Times
The Conundrum Of Retail Sales - Lance Roberts, StreetTalk Live
Regaining Confidence: Things I'm Watching - Calafia Beach Pundit
The Distortions Of Market Cap Indexes - GaveKal Capital
A Bull Signal From Basic Materials? - Michael Kahn, Barron's
Tuesday, February 17
Beware The Macro Value Trap - Cullen Roche, Pragmatic Capitalism
How To Tell If A CEO Is Lying - Jan Alexander, Institutional Investor
US GDP Is Looking Weaker - Ed Yardeni, Dr. Ed's Blog
Here Comes The Great Rotation...Finally? - Investing Caffeine
Something Rotten Is Piling Up - Wolf Richter, Naked Capitalism
Crush The Financial Sector, End The Great Stagnation - FT Alphaville
The Problem With Intuitive Investing - A Wealth Of Common Sense
Living In A Paco Economy - Tyler Cowen, Marginal Revoultion
Crucified On A Cross Of Euros - Matt O'Brien, Wonkblog
Goldman Sachs Doesn't Care What You Think - Epicurean Dealmaker

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