Week of July 31, 2017 Archives

RealClearMarkets Evening Edition

Monday, July 31
Pricey: Market Risk Is High, Prospective Return Is Low
Howard Marks, Barron's
How Jack Welch's Biggest Blunder Makes Boeing Stock A Buy
Peter Cohan, Forbes
How Do I Hate Thee, Amazon? Let Me Count the Many Ways
Doug Kass, TheStreet
Janet Yellen's Risky Policy Gamble On QE
Robert Samuelson, Investor's Business Daily
The Fed's Monetary Tantrum Will Push Economy Into Deflation
John Mauldin, Forbes
Will Donald Trump Try to 'Overrule' Monetary Policy?
Mark Thoma, Fiscal Times
The Six Things Central Bankers Don't Understand About Wages
A. Gary Shilling,  BV
Boom! OPEC's Second Existential Sucker Punch
Julian Lee, BloombergGadfly
Venezuela's Epic and Unprecedented Collapse
Ricardo Hausmann, Project Syndicate
What Next for Venezuela? Crisis & Isolation
Newton, Brocchetto & Gillespie, CNNMoney
Tesla Model 3 Reviewers Are In Love (Yes, the Hyperbole Is Necessary)
Quartz
Elon Musk Gets Personal About His 'Terrible Lows' and 'Unrelenting Stress'
CNBC
Tuesday, August 1
Four Major US Cities Are Ringing Housing Bubble Alarm
Diana Olick, CNBC
Get Ready For the Stock Market's (Good) August Surprise
Mark Hulbert, MarketWatch
Good Times For Bulls May Be Coming To A Close, Here's Why
Brett Dohmen, Forbes
'Market FOMO' Has Millennials Putting Cash into the Stock Market
Yahoo Finance
Tesla Is Exposing Two Large Blind Spots in Market Sentiment
Nicholas Colas, BV
Head Fake? Oil Races Back to $50 -- But Can It Stay There?
Matt Egan, CNNMoney
Double-Edged Sword: US Sanctions on Venezuela
Anastasia Chacon Gonzalez, Reuters
Executives Are More Worried About Amazon Than Trump
Julie VerHage, Bloomberg
How to Prepare Preschoolers for an Automated Economy
Bidgood & Miller, NY Times
Why Each One Should Eat His Own Turtles (Revised)
Nassim Taleb, Incerto
Wednesday, August 2
5 Surefire Ways To Become A 401(k) Millionaire
Zack Friedman, Forbes
What Exactly Does Dow 22,000 Even Mean?
Nicholas Jasinksi, Barron's
Volatility: Traders Betting Big on a Stock Market Shock
Joe Ciolli, Business Insider
The Fed's About to Try Something that Usually Leads to Recession
Jeff Cox, CNBC
7 Things Growing Much Faster Than Inflation
Selena Maranjian, The Motley Fool
OPEC's Game-Theory Dilemma
Mohamed El-Erian, Bloomberg View
Protectionism Will Not Protect Jobs Anywhere
Kenneth Rogoff, Project Syndicate
3 Reasons Why GOP Tax Reform Effort Could End in Tears
Rob Garver, Fiscal Times
Here's a Look at the Real Reason Car Sales Are Falling
Kyle Stock, Bloomberg
Amazon Isn't the No. 1 Villain in Retail Sector's Demise
Vitaliy Katsenelson, MW
Thursday, August 3
Stage Set for 'Spectacular' Amazon Collapse
David Stockman, Daily Reckoning
Wall Street, Climbing Sharply, Skips Washington 'Soap Opera'
Nelson Schwartz, NYT
New Craze on America's College Campuses: Building Wealth
Sarah O'Brien, CNBC
Stocks Are Too Risky, Bonds Pay Too Little. Where to Invest?
Walter Updegrave, CNN
Are Investors Running Out of Cash to Put to Work?
Dana Lyons, Dana Lyons Tumblr
Dow 22,000 Means the Worst Is Yet to Come
Tim Mullaney, MarketWatch
Exaggerations from Elon Musk Endanger Tesla Stockholders
Peter Cohan, Forbes
Why Elon Musk's Hyperloop Is Doomed (For the Worst Reason)
Virginia Postrel, BV
A Doomsday Survival Guide for Elon Musks's AI Apocalypse
Assaf Baciu, Quartz
The Economy Isn't as Good as Trump Tweets It Is
John Crudele, New York Post
The Rise, Fall, Rebound, & Epic Flameout of Anthony Scaramucci
Linette Lopez, BI
Friday, August 4
America's $375 Billion Pension Hole
Basak, Chiglinsky & Kochkodin, BusinessWeek
Markets Up, Unemployment Down. How Much Credit for Trump?
New York Times
Solid Jobs Report Is No Cure for U.S. Economic Blahs
Daniel Moss, Bloomberg View
How Trump Compares with Obama So Far on Job Creation
Chris Isidore, CNNMoney
A Dim Economic Outlook for Trumponomics
Nouriel Roubini, Project Syndicate
Greenspan: Bond Bubble Set to Break Because of 'Abnormally Low' Rates
CNBC
Celebration? Here's What the Stock Market Surge Is Hiding
Jeff Spross, The Week
Let This Be Your Final Warning on U.S. Stocks' Overvaluation
Brett Arends, MW
Melting Venezuela Is The Real Shock Risk For Global Markets
Bryan Rich, Forbes
It Could Happen: How to Avoid Nuclear War with North Korea
The Economist
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