January 15, 2018 Archives

Week of January 15, 2018 Archives

RealClearMarkets Off The Street

Tuesday, January 16

A Permanently High Plateau

Eddy Elfenbein, 24/7 Wall Street

Diagnosing A Bubble Is Hard

Tim Harford, Financial Times

Overhyped High Yield

Joe McGrath, Institutional Investor

The Euphoria Meter Is Pegged High

Callum Thomas, TopDown Charts

Right Answer, Wrong Reason

John Cochrane, The Grumpy Economist

Making America's Deficits Great Again

Jeffrey Frankel, Project Syndicate

Affirmative Action For Drug Pushers?

Scott Sumner, EconLog

Wednesday, January 17

Please Remove the Punchbowl

Jared Dillian, Bloomberg View

10 Cheap Stocks With Growing Dividends

Karen Wallace, Morningstar

Future U.S. Equity Returns: A Best-Case

Jesse Livermore, Philosophical Economics

Punch-Drunk Investors & Extinct Bears, Part 1

Pater Tenebrarum, Acting Man

Crypto Beanie Babies

Vitaliy Katsenelson, ContrarianEdge

On a Letter from an Old Friend

David Merkel, The Aleph Blog

Thursday, January 18

16 Companies With $1 Trillion In Cash

Jon Ogg, 24/7 Wall Street

What Apple Didn't Say

Emily Bary, MarketWatch

Businesses Say No Big Boost From Tax Reform

Dave Altig, Macroblog

Parabolic Moves Don't End By Going Sideways

Kevin Muir, The Macro Tourist

Tales From The Crypto: The Rise & Fall Of Bitcoin

Buttonwood's Notebook

All of Humanity On The Blockchain

Aliya Ram, FT Alphaville

Friday, January 19

What Repatriation Means For The Dollar & Treasurys

Anneken Tappe, MarketWatch

The Problem With Courting Amazon

Brian Alexander, The Atlantic

The Real Story About Apples Cash Repatriation

Alexandra Scaggs, FT Alphaville

Third Time's A Charm?

Joseph Calhoun, Alhambra Partners

Big Mac Index: Fundamentals Matter

Yield Curve: Is It Different This Time?

James Picerno, The Capital Spectator

How Bitcoin Could Bring Down the Entire Stock Market

Paul Lim, Money

A New Era For The S&P 500

Ironman, Political Calculations

Are You Ready for the Next Market Meltdown?

Michael Kahn, Barron's