Every time the market falls, the pundits come out with the same diagnosis: It was a bubble, speculators lost their minds, and somebody should... Read More
We’ve been here before. As with so many other transformational inventions — railroads, electricity, the internet — outsize... Read More
“In the short term, the market is a voting machine. In the long run, it is a weighing machine.”[i] Legendary investor Benjamin... Read More
Many charter members of our nation’s core of blow-dried and blathering commentators are blaming last week's blue tsunami in the midterm... Read More
It's time to put to bed the fallacious, Keynesian notion that the Fed can turn economic growth on and off by fiddling with so-called "money... Read More
Trump and the Republicans worked hard to dismantle the New Deal. Let the rebuilding begin. Read More
It’s an exciting time to be a disruption investor. Read More
The Federal Reserve is supposed to operate independently of politics, but that doesn’t mean it’s immune to election results. Read More
Visiting Berlin in 1983, its Wall was a stunning sight. All that effort, all that threatened violence, just to keep people from choosing to... Read More
In March 2026, Fitch Ratings reported that the default rate among U.S. corporate borrowers of private credit hit a record high of 9.2... Read More
Wall Street’s old nemesis on Capitol Hill is back — and she’s looking scarier than ever. Read More
A business can shop around for a better shipping rate. It cannot do much about a federal law that makes the ship it needs off-limits. That is... Read More
Supporters of a wealth tax could not have asked for a better political environment. Democrats won their first Senate election in Kansas since... Read More
Even in the face of rising costs, Americans’ real median net worth managed to rise by 2% from 2022 to 2025, according to data from the... Read More
When you sign up for the retiree health plan, the two options can present a financial puzzle. But cost is just one factor. Read More
Politically driven trades rarely work long term. Read More
Argentina's president restored the solvency of a bankrupt Treasury and a broken central bank. Read More
Ho-fung Hung explains why renminbi-based trade with Russia and Iran could end up bolstering the greenback’s standing. Read More
France is the canary in Europe's debt coal mine. Read More
The 2026 midterm elections are significant for the ongoing debate over AI policy in three ways: Read More
A dispatch from the trenches of daily market commentary Read More
Financial market analysis and research publisher providing live stock market commentary and investor-focused insights. 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

Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions.... Read More
A business can shop around for a better shipping rate. It cannot do much about a federal law that makes the ship it needs off-limits. That is the problem with the Jones Act. The current waiver gives President Donald Trump a chance to show what happens when businesses have more shipping options—and enough time to put them to use. Trump should work with Congress to suspend the law for a full t... Read More