RealClearMarkets - Opinion, News, Analysis, Video and Polls

It isn't the 70s but it's starting to rhyme. Read More

How finfluencers prey on economic desperation. Read More

Mohamed A. El-Erian warns that the willingness to keep spending will eventually outpace the ability to do so. Read More

Immigrants will do work that Americans won’t. That’s what defenders and critics of immigration say. Which means even defenders... Read More

Speculative small stocks - microcaps - are winning big. Have investors lost their minds? Read More

Tech titans and Silicon Valley transplants changed the Columbus area, but not everyone is thrilled about the rapid transformation. Read More

The 60/40 portfolio became a religion over the last 40 years. Bonds cushioned the fall in stocks...but no more. Read More

Once a dominant force in global energy markets, OPEC is facing growing fragmentation from within and intensifying competition from without. Read More

How organized crime fell in love with cheese—and made it the most stolen food item in the world. Read More

Rare book collecting is booming. Young people raised in the digital age are seeking tangible connections to the past. Read More

So much for the 'AI is killing jobs' narrative. Read More

TV’s talking heads, even on America’s more sophisticated financial news networks, seem determined to turn every bit of good macroeconomic... Read More

After averaging $14 billion per quarter in buybacks over the past five years, Alphabet didn’t buy back a single share in the first quarter. Read More

What if AI is NOT a bubble? Read More

Sizing up private credit   Read More

They appear to be yet another illegal power grab, one that should be challenged in court. Read More

Classic stock market wealth effect. I’d bet the family jewels that if the S&P 500 was, say at 5,000, ticket prices would be one... Read More

Support for raising the federal minimum wage has picked up in recent years given affordability concerns.  Read More

Investors’ inflation expectations, much more than the central bank, are among the factors that affect the cost of home loans. Read More

With the upcoming SpaceX IPO and Anthropic also filing a confidential draft S-1, IPOs are in the news, to say the least. I thought it would... Read More

History would argue that investing in popular securities and heavily concentrated versions of the S&P 500 over history has been the worst... Read More

Let us help you balance your wealth and your time to live your most meaningful life. Read More

AI governance proposals frequently invoke the goal of “alignment.” On its face, that’s just shorthand for ensuring that AI... Read More

Oil prices are now hovering around $95 per barrel, 30% above pre-war levels. Read More

Most markets continued to rise in May, extending April’s bounce-back after March’s broad and deep selloff, based on a set of... Read More