Tuesday, March 18, 2008

Real Clear Markets Tuesday

Why Today’s Hedge Fund Industry May Not Survive - Martin Wolf, FT
Inside the Demise of Bear Stearns - Sidel, Ip, Phillips & Kelly, Wall St. Jrnl
Ask Bear's Shareholders About Moral Hazard - Caroline Baum, Bloomberg
A Memo To Governor Paterson - Nicole Gelinas, City Journal
What Is McCain's Economic Agenda? - Jared Bernstein, American Prospect
Conventional Monetary Policy May Not Be Enough - R. Lenzner, Forbes
Housing Is Still a Good Investment - Alex Tabarrok, New York Times
How Bad Is the Mortgage Crisis Going To Get? - Jia Lynn Yang, Fortune

RCM Afternoon Archive

RCM Morning Edition

Rallying the House of Morgan - Eric Dash, New York Times
The Fed, and Bear Naked Lenders - Editorial, Wall Street Journal
Was Bear Stearns the Sacrificial Lamb? - Larry Kudlow, RealClearPolitics
The Fed Cannot Do It Alone - Alan Blinder, Washington Post
Fed Takes Bold Steps to Protect Economy - John Berry, Bloomberg
Bailout is Capitalism at its Frailest - Jonathan Hoenig, SmartMoney
Bear, and the Mark to Market Fiasco - Terence Corcoran, National Post
Fighting Recession with Panic - John Chapman, The American
Euro Could Surpass Dollar Within 10 Years - Jeffrey Frankel, VoxEU
Weak Dollar Caused Credit Crisis - Reuven Brenner, Wall Street Journal
Faulty Credit Crisis Solutions - John Tamny, RealClearMarkets
A Ride on the Fed's Roller Coaster - Brian Wesbury, FTAdvisors


RCM Morning Archive

Off the Street

The Fed Gave JPM a Big Present - Cactus, Angry Bear
Will Joe Lewis Be Wiped Out by Bear's Collapse? - 24/7 Wall Street
Congress Will Force a Housing Bailout - J. Pethokoukis, US News
Bear Bottom for Stocks, or Tipping Point? - Rich Karlgaard, Digital Rules


Off the Street Archive

Transcripts & Videos

Uncharted Waters for U.S. Markets - John Authers, Financial Times
How Much Will the Fed Cut Today? - Paul Lin, MarketWatch
Byron Wien: Stocks May Be Approaching Bottom - Bloomberg
The Fed, the Economy and You - Larry Kudlow, CNBC

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Research Reports

Industrial Production Weaker Than Expected - Bear Stearns
Analysis of the Fed's Latest Actions - Joe Brusuelas, IDEA
Time to Stop Pretending - Bob Eisenbeis, Cumberland Advisors
The Dollar Recovers Some of Its Losses - Brown Brothers



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