As AI fears take down stocks, bonds offer compelling yields. Read More
The ambition of the 21st century should no longer be to maximize growth, but to maximize prosperity. Read More
Chi Onwurah sees parallels between today’s investment frenzy and the internet boom-bust cycle a quarter-century ago. Read More
Diversification to the rescue. Read More
Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions. Read More
How bad is the tech sector getting hit? Donuts are winning this year. Read More
Fathers are becoming better and nicer by the day. See the recent deaths of Susan St. James and Patrick Stewart for evidence. From... Read More
You can bet the incoming Democratic majority is watching the action on prediction markets. Read More
Money matters, but the data show that other things matter more. Minority interests routinely organize and win, even with comparatively little... Read More
Weak institutions—not private fortunes—deform democracy. Read More
We have seen what happened on Tuesday before. I think that the results of this year’s midterms actually tell us very little about where... Read More
The trillion-dollar company’s corporate structure seems designed to obfuscate. Read More
Some call him a doomer. Others see him as a responsible technologist. Here’s how the Anthropic chief executive’s thinking on... Read More
A dispatch from the trenches of daily market commentary Read More
Housing is less affordable, governments are drowning in debt, and workers feel stuck. Has technological progress stopped translating into... Read More
The Democratic rout of Republicans in Tuesday’s midterm elections has far-reaching implications for policy in Washington, which in turn... Read More
The election volatility makes it important to stick with your investing playbook. Read More
How valuation, easy credit, speculation, and impossible growth expectations create financial manias Read More
An examination of 100 years of US stock market history to put Nvidia's current domination in context Read More
Normies exist, and there’s only so far you can push them before they get mad. Read More
Ever since the trade war between the US and China started in 2018, the mantra of Western businesses has been to decouple from China and... Read More
There are still places to invest with higher rates Read More
Counting on strong returns, low inflation, working longer, or an inheritance? Adjust your plan before it’s too late. Read More
Where earnings season stands Read More
Nominal GDP growth is currently solid at around 6%, while S&P 500 earnings growth has surged to nearly 40% YoY. Read More

Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions.... Read More
As AI fears take down stocks, bonds offer compelling yields.... Read More