Wednesday, February 27, 2008

Real Clear Markets Wednesday

Carlyle's Rubenstein: Best Days Ahead for PE - David Litterick, Telegraph
Fed Fuels Fire Without the Kindling - Caroline Baum, Bloomberg
Looks a Lot Like Stagflation . . . - Chris Farrell, BusinessWeek
Washington's Rescue Cannot End Crisis - Martin Wolf, Financial Times
Axium Int'l Fast and Loose With Cash - Christensen and Chang, LA Times
Visa Can Thank Rivals for Big IPO - Roddy Boyd, Fortune
Disastrous Housing Crisis Fixes - Alan Reynolds, New York Post
Obama's 'Patriot' Act - Editorial, Wall Street Journal

RCM Afternoon Archive

RCM Morning Edition

Inflation May Be Worse Than We Think - David Ranson, Wall St. Journal
The Specter of Stagflation - Robert Samuelson, Newsweek
Much Ado About Google, and Clicks - Catherine Holahan, Business Week
A More Minimalist Mission for Government - Christian & Robbins, IBD
The Politics of Trade In Ohio - David Leonhardt, New York Times
Let Houses Find a Bottom - Holman Jenkins, Wall Street Journal
Getting Real About Homeowner Rescue - Editorial, New York Times
Sovereign Wealth Is a Force For Stability - John Kay, Financial Times
China Is Number One in Many Ways - Brian Wingfield, Forbes
Obama, Bush Offer Africa Kiss of Death - Amity Shlaes, Bloomberg
Cuba: No Evidence Raul Will Be Gorbachev - A.V. Llosa, TNR
The Myths of "Energy Independence" - Laura Vanderkam, American



Off the Street

Is the Fed In Denial About Inflation? - Larry Kudlow, MoneyPolitic$
Should Feds Fix the Housing Market? - James Pethokoukis, U.S. News
Discount Rate Minutes Show Growth Concerns - J. Bater, RT Economics
Apollo's Leon Black on "Doubling Down" - Deal Book, New York Times

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Transcripts & Videos

Credit Crises Losses Could Total $1 Trillion - Gillian Tett, Fncl. Times
PPI Index Reaction: Jack Welch, Robert Barbera et al - CNBC
Fed's Kohn Says Growth Is Worrisome, Not Inflation - Bloomberg
IBM, MBIA Spur Another Stock Rally - Evelyn Rusli, Forbes

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Research Reports

Massive Fed Power: How It Works - David Malpass, Bear Stearns
Are We In a "Secular Bear Market?" - John Hussman, Hussman Funds
Higher U.S. Inflation, Not Stagflation - Richard Berner, Morgan Stanley
Consumer Confidence Weaker Than Expected - Bear Stearns


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