Tuesday, September 1
Set this view as default?
Yes
No
Set this view as default?
Yes
No
He never had the mystique, the vision or the black turtlenecks. Even after 15 years running Apple, CEO Tim Cook remains in the shadow of... Read More
As school starts this week or next across the country, the big education story is how the Southeastern Conference – from Florida,... Read More
The U.S. Open, the most lucrative tennis tournament on the planet, is having a moment. Last year, Queen Latifah, Ben Stiller and Bruce... Read More
Kim Jong Un says ‘everything has fundamentally changed’, but analysts caution that growth is just a war-fuelled ‘Russian sugar high’ Read More
The once great ABA is a thing of the past. Read More
We have a too much tax revenue problem that results in soaring debt. Read More
As I learned years ago, you can take two different kinds of hikes on the trails around Jackson Hole. I can sum up my hikes with former Vice... Read More
On his 99th day as Fed Chair, Kevin Warsh delivered a much-anticipated keynote speech at the Kansas City Fed’s annual central banker... Read More
The dollar is the world’s currency, not just America’s. It is the unit in which most cross-border transactions worldwide are... Read More
Headline Index Rises to 45.6, Its Highest Since March, as the Six-Month Outlook Rebounds and Federal Policy Confidence Posts a Fourth... Read More
After declining by roughly 3% annually between 1920 and 2010, U.S. traffic fatality rates have stagnated—falling significantly behind... Read More
Federal spending on retirement benefits is running riot. Social Security swallows nearly a quarter of the federal budget and is less than a... Read More
Fixing Social Security will not shrink the national debt, or even aid in its shrinkage. And that’s not a defense of Social... Read More
And four important takeaways from the quarterly call Read More
Treasury yields are acting as Wall Street’s new “fear gauge,” supplanting traditional risk measures as investors parse the... Read More
Private equity’s software portfolios are heading into a capital reset. AI has changed what the market believes software will be worth... Read More
With midterms rapidly approaching, Republicans had appeared to catch a break on the economy. Read More
Less red tape, but stigma remains Read More
AI is changing fast. And spreading fast. Both are problems for people seeking to regulate it. Regulation works best when regulators... Read More
Rising electric bills and data center construction spark bipartisan pushback from governors, but restricting AI infrastructure could cost... Read More
Paramount allegedly leaks stuff about antitrust talks regarding its purchase of Warner Bros. Discovery. Read More
The FCC, in its onslaught against ABC, has taken full advantage of its discretion by making no pretense of being a neutral body. Read More
Forget the hype—here’s what will really happen Read More
Fifty years ago today, the Vanguard Group of Investment Companies launched its first passive index-tracking fund. It was an infamously... Read More
American consumers and businesses are being taken advantage of by Canadians who are…offering to sell us aluminum, oil, and wood? How? Read More
Risk gets repriced but can we handle that? Read More
Most people don’t own bonds because they’re exciting. They own them because bonds are supposed to make their portfolios safer.... Read More
Most companies say AI is a supplement to employees. Read More
I thought I was done talking about the OpenAI hacking attack from July, but I was wrong. Read More
The worst month for stocks is here but the trend is your friend. Read More
The risks are rising that long rates six months from now could be a lot lower than where they are today. Subscribe for daily updates. Read More
For decades, global investors were willing to pay a premium for the safety and liquidity of US Treasurys. That premium has eroded in recent... Read More
It is a long-established fear among bond investors and economists that a country that runs higher budget deficits will eventually suffer from... Read More
More From Real Clear
RealClearMarkets Monday
Fixing Social Security will not shrink the national debt, or even aid in its shrinkage. And that’s not a defense of Social Security. It’s just a comment that spending cuts or “entitlement reform” as fixes for the national debt amount to non sequitur. As the title of this piece argues, Social Security is not the cause of the national debt despite what the Washington Post edi... Read More
Private equity’s software portfolios are heading into a capital reset. AI has changed what the market believes software will be worth at maturity, and the repricing has arrived just as the largest wave of technology buyout debt on record approaches its refinancing window. The gap between what these companies borrowed and what lenders now believe they are worth has become the defining balance... Read More
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