RealClearMarkets - Opinion, News, Analysis, Video and Polls

I have been systematically re-reading Peter Drucker, and I am consistently impressed by how much I missed the first time. Read More

Oil deposits may be finite, but human knowledge is not. Freedom, innovation, and entrepreneurship continually transform our use of resources. Read More

“If you look at the overall economy, then things are really, really booming,” the White House’s top economist said, despite reality. Read More

I write an overview of the economy about once a month and for the longest time the entire thing could have been summed up in a single... Read More

Argentina’s Javier Milei has a bold plan to balance the budget. Read More

Ed Crane, the late co-founder of the Cato Institute, was not a fan of “across the board spending cuts.” And that’s not... Read More

Here's what Claude came up with.  Read More

Just missing the 10 best days over a multi-decade investing horizon can erode your portfolio’s potential value by over... Read More

The case for market-based capitalism is not that it is perfect. It is that nothing else comes close. When China loosened its grip in the late... Read More

The Federal Reserve held interest rates steady in its latest meeting. But another important power in the financial world raised them.... Read More

The S&P 500’s earnings story is getting stronger and broader, and that’s good news for the stock market — particularly... Read More

President Donald Trump is probably not that interested in sub-terahertz frequency allocations or IMT-2030 specifications. But he should be.... Read More

Big tech companies are on track to spend roughly $750 billion this year on AI infrastructure… while they’re expected to rake in... Read More

Last week, the Federal Reserve ran a facility that lent foreign central banks exactly nothing -- and has done so for eight weeks running. So... Read More

A group of Democrats have decided to copy the Heritage Foundation and put together a series of recommendations for the next Democratic... Read More

The path to a positive AI future. Read More

As Zuckerberg tries to paint a picture of the wonderful future abundant superintelligence will bring, he keeps reminding us of all the ways... Read More

Can the Ellisons close the Warner Bros. deal before the deadline? It isn't looking good. Read More

Federal ownership of private companies has become routine. And it's happening on the right, even as conservatives point fingers at the left... Read More

Investing apps don't make any money on long term investors Read More

The vibes remain bad, the recovery is uneven, but recession is now behind us Read More

Canals, railroads, new tech in the 20s, and the dotcom boom all saw significant capital investment, yet for many the rewards were limited. Read More

The S&P 493 is spending heavily on AI but it isn't showing up in margins. Read More

One weak report doesn't make a trend. Read More

Crowd behavior in prediction, betting and stock markets. Read More

We like to buy meritorious companies that meet our eight criteria for stock selection. Then we hold our winners to a fault, because most of... Read More