RealClearMarkets - Opinion, News, Analysis, Video and Polls

I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the... Read More

Markets, monetary policy rules, and three Fed governors all pointed toward another rate increase. The committee chose to wait instead. Read More

A simplfication of China tariffs might not accomplish what the administration thinks. Read More

Wall Street is evolving into a winner take all contest. Read More

Researchers estimate that discouraging just one-third of international STEM graduates could leave the American economy 0.7 percent to 1.3... Read More

It isn't a design flaw Read More

Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't one-size-fits-all. Read More

The Federal Reserve did not raise interest rates. That is the good news.  The bad news is almost everything else.    Read More

A new study called "Boomsday Not Doomsday" argues AI will lower prices on food, housing and healthcare while creating new jobs across the... Read More

The Texas Republican raised concerns about corrupt “billionaire” authoritarians who get “rich” while in power. He probably... Read More

More government revenue is generated by a wider and more robust tax base. Read More

President Trump has opened a new front in the U.S.-Canada trade war. By invoking Section 338 of the Tariff Act of 1930 for the first time in... Read More

Time and again, his private notes contradict what he was telling the world at the very same time, and the stories he’s spun up since to... Read More

Have you ever thought you did something special? Have you felt the opposite? Have you ever expressed petty jealousies, vanities,... Read More

AI’s achievements in math are starting to add up quickly Read More

A new bipartisan bill floating around Congress—co-authored by the late Senator Lindsey Graham—grabbed lots of eyeballs last week.... Read More

If Gavin Newsom wants to sell himself as a national leader, he should first explain why the country should import the very policies that have... Read More

No one has summed up the American business ethos better than an 18th-century Scotsman. Read More

If Gavin Newsom wants to sell himself as a national leader, he should first explain why the country should import the very policies that have... Read More

The second Trump administration’s continuation of Biden-era progressive antitrust enforcement has been an unwelcome surprise. Read More

After months of dread, Hollywood has been thrown sideways by the news that 12 state attorneys general might have found a way to trip up the... Read More

Women aren’t being burnt at the stake any more, but there is still risk and violence implicit in the label ‘witch’ Read More

Despite what you may hear, capitalism is by far the most moral economic system. Read More

When you argue with reality, you lose, but only 100% of the time. Read More

An examination of how different assets have performed in different ways in 2026 (and years prior) Read More

It’s Fed Day again, and the Fed has to deal with inflation rates that remain stubbornly above its 2% target. Read More

AI is blurring the usual indicators that central bankers rely upon to set policy, a new paper from a leading international body finds,... Read More

Suspending the Jones Act for a limited set of energy and fertilizer shipments did more than increase the volume of domestic cargo... Read More

CDS spreads have started to widen out for names in AI, and the market is asking three fundamental questions:  Read More

Cheap stocks have not performed well, but the core idea is still sound. Read More

Asset location can enhance the effectiveness of your allocation by strategically placing assets across account types to improve after-tax... Read More

The most valuable lessons from a great investment database. Read More

For a multi-asset investor, being underweight equities is a notoriously painful position.  Read More

The return of a real alternative. Read More