July 23, 2008

Raise Rates, If It Makes You Feel Better - Randall Forsyth, Barron's
Fraud and the Subprime Bubble - George Pugh, Asia Times
Will The Dollar Lose Its Reserve Status? - Marc Flandreau, VoxEU
China’s Currency Needs To Rise Further - M. Goldstein & N. Lardy, FT
Katharine Weymouth: The Last Media Tycoon - Lloyd Grove, Portfolio
Five Things We've Learned From Earnings Season - Jeff Cox, CNBC
Financial Stocks Rise Wondrously on Bad Results - D. Pauly, Bloomberg
Fan/Fred Bailout Picks Your Pocket - Gerald O'Driscoll, NY Post

RCP Morning Edition

It Is Urgent that We Rescue Fannie & Freddie - Editorial, NY Times
The Fannie Mae Gang - Paul Gigot, Wall Street Journal
In U.S., Selectively Applied Capitalism - Steven Malanga, RealClearMarkets
We're Hardly In a Depression - Robert Samuelson, Washington Post
U.S. Needs a (Shale) Oil Change - Editorial, Investor's Business Daily
Blame Oil Speculators? - Henwood vs. Landsburg, Los Angeles Times
Yahoo's Tenuous Case for Independence - Catherine Holohan, Bus. Week
Barack and the Dollar - Joshua Zumbrun & Brian Wingfield, Forbes
What UofChicago Libertarians Think of Obama - Jason Zengerle, TNR
Free Trade Foes Aim at Wrong Target - John Engler, Industry Week
Nothing Naked About Short Selling - John Tamny, New York Sun
Washington Loves Bank Investors - Holman Jenkins, Wall Street Journal
A Market Recovery Will Stop Short Sellers - James Cramer, New York
The Icahn and the Yang - David Wighton, Times of London
U.S. Economy Defies the Gloom in Q2 - John Berry, Bloomberg
Corporate Welfare for XM/Sirius Competitors? - Crews & Young, RCM
Has All the Easy Oil Been Found? - Elizabeth Douglass, LA Times

Off the Street

A Short Primer on McCainomics vs. Obamanomics - Robert Reich
Some Comments on Durbin's Usury Bill - Adam Levitin, Credit Slips
Global Imbalances to Stay High Despite Weak Dollar - RT Economics
Is Steve Jobs' Health A Private Matter? - Rich Karlgaard, Digital Rules

Transcripts & Videos

Faber Says Fannie, Freddie Should Split Up, Not Get Aid - Bloomberg
A Conversation with Yahoo President Sue Decker - CNBC
FDIC's Bair: More Banks Will Fail This Year & Next - MarketWatch
BlackRock's Fink: We Haven't Seen Bottom of Market Yet - FT

Research Reports

Are U.S. Savings Dangerously Low? - David Malpass, Encima Global
A Review of the Market Week - Ted Wieseman, Morgan Stanley
A Case Study on Tax-Free Bonds - John Mousseau, Cumberland Advisors
The Dollar Continues to Recover - Marc Chandler, Brown Brothers