March 23, 2015 Archives

Week of March 23, 2015 Archives

RealClearMarkets Off The Street

Monday, March 23

The Eerily Quiet Bull Market

Brian Portnoy, The Investor's Paradox

What March Madness Teaches About Investing

Barry Ritholtz

The Dollar's Surge May Be Over

Matt O'Brien, Wonkblog

Is The Fed Bluffing On Rate Hikes?

Izabella Kaminska, FT Alphaville

Stocks And Busted Brackets

Robert Seawright, Above The Market

Two Warning Signs

David Merkel, The Aleph Blog

The Coming China Crisis

Richard Vague, Naked Capitalism

Too Damn High: The Transitional Divide

Market Anthropology

Losing Patience With The Market's Fed Obsession

Morningstar

Bubble Predictions & Ted Knight

Howard Lindzon

Patient Prick Proves More Pleasure Than Pain

Investing Caffeine

Janet Yellen Achieves Greespanese

Barkley Rosser, EconoSpeak

Tuesday, March 24

Country Allocation Matters...A Lot

GaveKal Capital

High Dividend Yield Stocks: Sucker's Bet?

Alpha Architect

Gaia & The Ambivalent Investor

timarr, The Psy-Fi Blog

You Won't Have A Clue When The Bull Tops

Mark Hulbert

Sorry to Report: Janet Won't Hold Our Hand Forever

MarketWatch

Old Age Doesn't Kill Bull Markets

Ed Yardeni, Dr. Ed's Blog

Are Biotechs The New Dotcoms?

The Irrelevant Investor

Assets At The Fed Are Finally Falling

GaveKal Capital

Time To Play A Dollar Downturn?

John Kimelman, Barron's

Is It Impossible To Predict The Future?

Pragmatic Capitalism

Why Great CEOs Are Lazy

Jim Schlescker, Inc.

Assessing The Risk Of Overvalued Markets

Lance Roberts

America Isn't Spending Its Gas Savings

Business Insider

Wednesday, March 25

The Reluctant Recovery Continues

Calafia Beach Pundit

This Is Nothing Like The Dot.com Bubble

Brett Arends, ROI

This Is Still Nuts, China Stocks Edition

David Keohane, FT Alphaville

Bonds Are Supposed To Be Boring

A Wealth Of Common Sense

More Signs Of Life In Eurozone

Ed Yardeni, Dr. Ed's Blog

Old School Currency Parables

Erik Swarts, Market Anthropology

Yellen Isn't Yellin' Anymore

Cassandra, Cassandra Does Tokyo

Mystery IPO Doubles On Debut

Chris Lange, 24/7 Wall Street

Look To Asia For Strongest Trends

GaveKal Team, GaveKal Capital

The Currency Hedging Boom

Charlie Bilello, Pension Partners

Guess The Chart, Japanese Inflation Edition

FT Alphaville

Thursday, March 26

The Fed's Dollar Question

Desmond Lachman, AEI

TIPS: Love Them Or Leave Them?

Christine Benz, Morningstar

The Cost Of Financial Repression

Jeff Cox, NetNet

Running In Place

Macro Man

Income Inequality: What Are We Arguing About?

Dr. Ed's Blog

Bears Shouldn't Break Out The Honey Yet

Michael Kahn, Barron's

Trading Volume On The Rise & That May Be Bad

Sam Ro

Danger Will Robinson

James Quinn, The Market Oracle

Worrying Signs In US Manufacturing

C.W., Free Exchange

US Dollar Correction, Part 1

Tiho, The Short Side Of Long

A Bond "Bubble" Is Different Than A Stock Bubble

Cullen Roche

Friday, March 27

Biotech Stocks And...Benjamin Graham

Jason Zweig, Total Return

Competing Investment Ideologies

A Wealth Of Common Sense

Don't Lose Sleep Over The Bond "Bubble"

Matt O'Brien, Wonkblog

What Is Liquidity & Why Does It Matter?

Howard Marks

Are Equities Overvalued?

Michael Spence, Project Syndicate

Wall Street's Biggest Scam

Lance Roberts, StreetTalk Live

Runs, Slumps & Tactical Allocation

GaveKal Capital

Voters Don't Trust Government On Inequality

Wonkblog

Someone Is Always Outperforming Your Portfolio

Cullen Roche