RealClearMarkets - Opinion, News, Analysis, Video and Polls

Speaking of business-friendly states, Texas added approximately 1.5 million net domestic migrants from other states and DC between 2012 and... Read More

Bobby Kogan: While federal spending is higher now than in years past, it is rising more slowly than was forecast back when the country still... Read More

AI data centers are reviving small towns like Ellendale, N.D., bringing jobs, tax revenue and lower electricity bills to communities left... Read More

Another needless fight.  Read More

Free markets require a thick moral foundation. Read More

Smokey, a cartoon bear in a ranger hat, has told generations of Americans that “Only you can prevent forest fires.” But that overlooks... Read More

Bill Ackman, founder and manager of hedge fund Pershing Square Capital Management, is one of the most accomplished value investors of his... Read More

The Treasury Department announced on Aug. 19 that it would double the size of its long-dated bond buybacks, from $2 billion to at least $4... Read More

It seems like a lot has happened over the last few weeks. At the end of July, Treasury Secretary Bessent used the exchange stabilization fund... Read More

U.S. debt nears $40 trillion with $86 trillion in unfunded Social Security and Medicare obligations, echoing an old warning about democracy. Read More

Government spending is unquestionably the biggest tax on freedom and progress of all. While Elon Musk, Mark Zuckerberg, and Jeff Bezos will... Read More

The U.S. federal debt has hit $40 trillion. Add the debt owed by U.S. states, corporations and consumers and the figure rises to about $77... Read More

Those that still believe DOGE saved the government money do not understand either government or math. Read More

It’s the question that keeps millions of Americans up at night: Do I have enough saved for retirement? Read More

Almost all valuation indicators with decent track records suggest that the stock market is not just overvalued — it’s extremely... Read More

A recent report from Stanford reviewed the latest employment data and found that, so far, AI has not resulted in large scale job... Read More

Elon Musk told us why on SpaceX’s first earnings call… Read More

When a coalition of twelve state Attorneys General filed a lawsuit aimed at blocking the proposed merger between Paramount and Warner Bros.... Read More

We were the first to point out the J.D. Vance weird attack on Milton Friedman’s free market policies a few weeks ago, when he... Read More

Treasury Secretary Scott Bessent on Monday launched what he called Operation Economic Outcast — a global campaign to shut down every last... Read More

In late July an FBI official disclosed that a North Korean operative had worked as a remote IT contractor inside a U.S. federal agency for... Read More

Nixon promised jobs, stable prices, and protection for the dollar. His "fixes" helped usher in a new era of inflation, debt, and monetary... Read More

Most people call the final level enough. I call it peace. Read More

Why everyone hates bonds right now. Read More

It is 20 years ago this month that I sat in a pitch and listened to an investment bank describe their latest stroke of genius.... Read More

Local models now answer 89% of everyday chat & reasoning queries as well as frontier models, & their efficiency per watt has improved 5.3x in... Read More

The unstated and overlooked issue is the potential problems in the plumbing of the Treasury market. Read More

Tech earnings are surging off an already high base. Read More

Policymakers have bent over backward to accommodate the protectionist requests from the domestic steel industry.  Read More

US economic activity remains on track to strengthen in the third quarter, based on the latest nowcasts compiled by The Capital Spectator. But... Read More

A view of markets and economy through maps Read More

I’ve been doing this for more than 27 years now, and I can’t tell you how many times I’ve heard the same excuse as to why... Read More

China Shock 1.0 flooded global markets with cheap consumer goods in the 2000s, but China Shock 2.0 represents a sharper acceleration in... Read More

Our goal is to "lead you back to the long and winding road" in common stocks, which our eight criteria define, and to avoid the glamour and... Read More

When the Fed began hiking in 2022, traditional rate-sensitive sectors, including office construction, rolled over quickly but other... Read More

Photo: Paper Trident / iStock / Getty Images Plus via Getty Images Americans have been moving from high-tax states to low-tax states for a... Read More