Real Clear Markets Friday

The Next Crisis? It Will Be Ten Times Bigger - John Talbott, Huffington Post
Investing In A Convulsing, Uncertain World - Reuven Brenner, Forbes
Inflation vs. Jobs: Fed's Move Can Seal Its Fate - Mark Thoma, Fiscal Times
As Inflation Debate Heats Up, Prices Keep on Rising - Patti Domm, CNBC
Should You Just Sell In April and Go Away? - Mark Hulbert, MarketWatch
Saint Warren's Tarnished Berkshire Halo - Charlie Gasparino, Daily Beast
How You Can Pull a GE on Your Taxes - Brett Arends, Wall Street Journal
Mirage: Why Most Stock Buybacks Are Bogus - Jack Hough, SmartMoney
How Much Is Too Much Public Debt? - Maureen Duffy, Institutional Investor
A Cure for Government Ponzi Schemes? - Kenneth Rogoff, Project Syndicate

RCM Morning Edition

Mellon Doctrine Gives Me A Headache - Paul Krugman, New York Times
China's Great Wall of Credit - Henry Sender, Financial Times
Golden Age of Chinese Growth May Soon End - Howard Gold, MarketWatch
Tweeting Our Way To A Linked-In Economy - Zachary Karabell, Time
We Have A Social Media Bubble - Heidi Moore, New York Times
Six 2nd Quarter Threats To Stocks - David Callaway, MarketWatch
Will 1st Quarter Earnings Derail Stocks? - Tom Petruno, Los Angeles Times
Is the Cost Of Saving the Euro Too High? - Jeremy Warner, The Telegraph
Best Alternative To A Global Currency - Joseph Stiglitz, Financial Times
Chevrolet: Where Federal Subsidies Run Deep - Patrick Michaels, Forbes
T. Boone Obama's Dead End Energy Policy - Peter Foster, Financial Post
A Nation of Takers, Not Makers - Stephen Moore, Wall Street Journal
Will BOJ Choose Door Number 3? - William Pesek, Bloomberg
The Disaster Playbook for Investors - Solow and Brannon, RealClearMarkets

Off The Street

Paul Krugman's Rewriting History...Again - Krugman In Wonderland
Economists' Reaction To the Jobs Report - Phil Izzo, Real Time Economics
Are Stocks Cheap? A Detailed Look At Valuation - DShort.com
Emerging Markets Back In Fashion - Josh Noble, Beyondbrics
Time To Sell The Yen - Cassandra Does Tokyo
ISM May Be A Warning For Stocks - Cullen Roche, Pragmatic Capitalism

Research Reports

US Stocks Are Preferred Asset Class - Bob Doll, BlackRock Investments
Invest In The Rising Stars - Mark Kiesel, PIMCO
US Debt Problem Grave; Deflation Coming - Comstock Partners
The Fab Five of Investing - Bob Froehlich, Hartford Investor

Real Clear Markets Thursday

Morning Edition
Without Entitlement Reform, Default Is Next - Bill Gross, Pimco Asset Mgt.
A Shutdown Would Erode the Market's Trust - Ezra Klein, Washington Post
Does Federal Spending Boost Wealth? - Peter Ferrara, American Spectator
Macho Men Are Wrong About Social Security - Dean Baker, Financial Times
There's Good News and Bad News On Housing - Randall Forsyth, Barron's
The Market's First Quarter, By the Numbers - Mark Hulbert, MarketWatch
Japan Exposes Absurdity of Gross Domestic Product - John Tamny, RCM
The Federal Reserve Must Fix Its Priorities - Editorial, New York Times
When Holding Private Money Is a Felony - Seth Lipsky, Wall Street Journal
Let's Stop the Madness, and Peg the Dollar to Gold - Louis Woodhill, Forbes
Union Members' Right to Know - Diana Furchtgott-Roth, RealClearMarkets
Why Unemployment that Spiked Now Falls Fast - Alan Krueger, Bloomberg
Unleash the American Energy Industry - Larry Kudlow, RealClearMarkets
Can CEO Gorman Reinvigorate Morgan Stanley? - Duff McDonald, Fortune
Obama's Fatal Addiction to Corporate Hustlers - Robert Scheer, The Nation

Afternoon Edition
How Japan's Quake Will Shake the World - Andy Xie, Caixin
US Is Headed For A Double Dip - Robert Reich, Christian Science Monitor
Why Friday's Jobs Report Is So Important - Peter Morici, The Street
Good News Is Good, Bad News Is Bad - Paul La Monica, CNNMoney
Buffet Misses Chance to Show Moral Courage - Alice Schroeder, Bloomberg
Why Bank Reform Is So Hard - Steve Rosenbush, Institutional Investor
Seven High Yielding Dividend Stocks - Jeff Reeves, MarketWatch
Liquidity and Lottery Tickets - Buttonwood, The Economist
Spotting Bubbles Before They Burst - Vikram Mansharamani, CNBC
Is Stagflation Making A Comeback? - Bearemy Glaser, Morningstar

Real Clear Markets Wednesday

Morning Edition
Ben v. Graham: Whom Do You Trust? - Mark Spitznagel, Wall Street Journal
Inflation Strikes Us Like a Knuckleball - Michael Pento, Euro Pacific Capital
Only Fed Ensures Inflation won't Happen Here - Caroline Baum, Bloomberg
As the Economy Sputters, a Timid Fed - David Leonhardt, New York Times
Why the Rate of Economic Growth Matters So Much - Brink Lindsey, Forbes
Suing Bankers Over Previously Ignored Offenses - Bethany McLean, Slate
The Dodd-Frank Bill Is Not Up To the Job - Alan Greenspan, Financial Times
Where the Bailout Program Went Wrong - Neil Barofsky, New York Times
Patent Reform: A Rare Bipartisan Win - Claude Barfield, RealClearMarkets
Japan's Nuclear Meltdown Versus the BP Spill - Peter Foster, National Post
How Japan's Tsunami Lowered Your Mortgage - Amy Hoak, MarketWatch
The Community Reinvestment Act: Fact and Fiction - Editorial, Investor's
Did I Say Double-Dip For Housing? I'm Not Alone - Diana Olick, CNBC
Meet Edward Zuckerberg, Mark's Dad - Nathaniel Popper, Los Angeles Times

Afternoon Edition
America Is Liquidating Its Housing Sector - Chris Whalen, Reuters
Bubbly Online Stocks--Party Like It's 1999? - Paul La Monica, CNNMoney
5 Housing Stocks Worth Moving Into - Jonas Elmerraji, TheStreet.com
Missed the Rally? Here's What You Should Do - Shelly Schwartz, CNBC
America's Most Exciting Small Company - Andrew Sullivan, Motley Fool
Wall Street East a Decade (or Two) Too Late - William Pesek, Bloomberg
Is The Fed Absolutely Blind to Inflation? - Rex Nutting, MarketWatch
History Backs Bernanke on Price Bet - Joshua Zumbrun, BusinessWeek
Fannie Mae Nothing But a Huge Hedge Fund - James Pressley, Bloomberg
EPA Vote Will Help Decide Our Economic Future - James Taylor, Forbes

Real Clear Markets Tuesday

Morning Edition
More Housing Hell: The End Is Years Away - Stephen Meister, New York Post
The Right Picks Up Meredith's Banner - Charles Gasparino, Huffington Post
Why Record Profits Aren't Always Good for Economy - Annie Lowrey, Slate
A Green Energy Economy Revisited - Jerry Taylor & Peter Van Doren, Forbes
A Requiem For the City Of Detroit - William McGurn, Wall Street Journal
Lessons From the Prosperous U.S. States - Richard Rahn, Washington Times
A Pro-Social Security Argument for Reform - Ezra Klein, Washington Post
Tax the Super Rich, Or Expect a Revolution - Paul Farrell, MarketWatch
Inheritance Actually Reduces Inequality - William Watson, National Post
Stop the Corporate Tax Race to the Bottom - Jeffrey Sachs, Financial Times
Growth: How to Get Japan's Sun To Rise Once Again - Steve Forbes, Forbes
Portuguese Bailout Costs More Than Money - Matthew Lynn, Bloomberg
Let's Make a Balanced Budget the Law - Editorial, Investor's Business Daily
What "Parkinson's Law" Says About Federal Spending - John Tamny, RCM

Afternoon Edition
Supply Side Confab Offers Agenda For Growth - Ralph Benko, Forbes
Why the Dollar May Make A Comeback - Dave Kansas, SmartMoney
Gold Market Is Full of Bulls - Mark Hulbert, MarketWatch
The Wayne's World Market: Bulls Party On - Phillipe Gijsels, CNBC
Volatility Is Volatile: Fear the Lack of Fear - Paul La Monica, CNNMoney
Brazil Takes the L Out of LBO - Andrew Ross Sorkin, New York Times
Is Steve Ballmer What's Wrong With Microsoft? - Gary Rivlin, Fortune
Why House Prices Keep Falling - Colin Barr, Fortune
Rising Rents May Signal End of Housing Bust - Rick Newman, US News
Banks Back In the Risk Business - Steve Rosenbush, Institutional Investor
Cliff Asness & The Quants Beat the Market - William Cohan, The Atlantic

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