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Week of February 19, 2018 Archives
RealClearMarkets
Research Reports
Tuesday, February 20
It's Amazing How Quickly the Economic Outlook Can Change
Richard Moody
,
RB
Volatility Gets Back in the Saddle Again
Liz Ann Sonders
,
Charles Schwab
How Inflation & Interest Rates Affect Stocks
James Picerno
,
The Capital Spectator
Wednesday, February 21
Don't Act Like Stalin!
Ben Inker
,
GMO Quarterly Letter
Restrictions on Pvt. Securities Offerings Harms Small Investor
Thaya Knight
,
Cato
The Upside of Bond Market Volatility
Kathy Jones
,
Charles Schwab
An Empirical Ranking Amazon's HQ2 Options
,
Hamilton Place Strategies
Thursday, February 22
QE, and the Endlessly Ridiculous Belief That It Caused a Rally
Wesbury & Stein
,
FTA
There Are No Shortcuts For Predicting Recession
James Picerno
,
The Capital Spectator
History Says Rising Rates Are Bullish for Stocks
Chris Ciovacco
,
Ciovacco Capital
January Existing Home Sales: New Year, Same Old Story
Richard Moody
,
Regions
Friday, February 23
The Taper Tantrum & The Recession of 2012/13
David Andolfatto
,
MacroMania
Tax Reform Drives S&P Earnings Estimates Higher
Ironman
,
Political Calculations
What Works Well When Interest Rates Are Rising
John Lynch
,
LPL Financial
Poland Embraces Growth Principles, Is Most Investable
Jerry Bowyer
,
Vident Financial