Thursday, May 7
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Set this view as default?
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The ultimate trajectory of SpaceX remains uncertain, a reflection of the inherent nature of progress at the frontier rather than a flaw in... Read More
You’ve probably heard the warnings: Big Tech is pouring hundreds of billions into AI data centers, chips, and power infrastructure in a... Read More
The first time I heard the phrase “drill baby drill,” I was at the 2008 Republican National Convention in Minneapolis. GOPAC... Read More
“The WBD Deal Puts Hollywood, and Democracy, at Risk.” That was the headline for an opinion piece written by Jane Fonda last... Read More
Recent changes aim to eliminate outdated job titles and allow managers to hire based on skills and competence, not credentials. Read More
The Trump administration’s misleading explanations for the airline’s end only ensure more dysfunction. Read More
Washington blocked the merger that might have saved Spirit Airlines—then stood by as it collapsed. The result: fewer flights, higher... Read More
The White House declared last week that President Trump finally “broke OPEC” after the United Arab Emirates withdrew... Read More
Well, let's see. Read More
The recent controversy surrounding Replimune Group’s melanoma therapy has quickly become a proxy battle over the U.S. Food... Read More
It is a common refrain among young Americans that they feel priced out of the housing market and have begun to question if homeownership is... Read More
Amid regular reports in conservative media about the exodus of jobs and people from California, the state’s affordability challenges,... Read More
Voters are right: New York is certainly on the wrong track, and Trump didn’t put it there. Read More
Americans’ retirement savings are disproportionately tied to the dozen Big Tech firms that now dominate the S&P. This makes any... Read More
I am no longer investing solely for myself. Read More
The CNN founder’s death was met with encomiums from leaders in the media industry, which he helped reinvent. Read More
California is strangling its own energy base—then blaming oil companies for the predictable fallout of shortages, wildfires, and... Read More
Capital that once funded headcount is now funding GPUs. The org chart underneath is changing shape — and the titles printed on business... Read More
There’s a humongous difference between health and lifespan. Being alive isn’t the same as living. Read More
Busting trust is a bad idea. Read More
Recent history suggests investors are turning to dividend stocks less for income and more for defense. Read More
Here's the thinking. Read More
As stagflation fears grow, traditional diversification is being tested. What now? Read More
Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps. Read More
Cheaper booking increased the demand for humans. Read More
The dollar’s weakness has contributed to a long-awaited foreign-stock rally and reduced correlations with US equities—at least for now. Read More
More From Real Clear
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Americans’ retirement savings are disproportionately tied to the dozen Big Tech firms that now dominate the S&P. This makes any intervention into regulating Big Tech that risks devaluing them politically difficult.... Read More
You’ve probably heard the warnings: Big Tech is pouring hundreds of billions into AI data centers, chips, and power infrastructure in a frenzied race that looks suspiciously like past bubbles. Michael Burry is betting against it with Nvidia puts. Skeptics call it the “greatest capital misallocation in history.” But zoom out, and history tells a more hopeful story. Overcapacity is... Read More
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