February 16, 2015 Archives

Week of February 16, 2015 Archives

RealClearMarkets Off The Street

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

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

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

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