Saturday, May 9
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A sudden surge in stock prices makes us all think we know what's coming next. We usually do worse than a coin flip. Read More
With OpenAI reportedly missing revenue targets, the imbalanced risks of circular deals become clearer. Read More
“Grit” is so overrated. It implies that economic growth is an effect of doing what we must to get by. What an awful existence,... Read More
The fate of the president’s economic agenda rests with this “trade nerd.” Read More
On May 12, the Senate Agriculture Committee is set to explore the reasons behind the global food crisis and will no doubt look for... Read More
The company is at the start of a long, slow decline. Read More
In 2012, Ted Cruz won the Texas Senate race by campaigning as a “Tea Party” Republican who would take his oath to... Read More
How David Sacks and the new tech right went full MAGA and captured Washington Read More
There's a better way. Read More
We have a gerontocratic crisis. Read More
The fiscal objection is serious. But the deeper problem is that the proposal misunderstands the saving behavior of the households it aims to... Read More
Desmond Lachman expects the outgoing Federal Reserve chair’s legacy to age well, given his resolute defense of the institution. Read More
There are four layers to the AI network cake. Inside the AI data center. Data Center Interconnect. Internets of AI. Planetary AI Network. Read More
The most worrisome feature of this market is the temptation to do two things we really shouldn’t. What are these two things? Read More
AI shifts bottlenecks, not workers. Read More
Used to outwitting his enemies, the Russian leader is running out of room for maneuver. Read More
Requiring pre-launch approval was criticized as heavy-handed and anticompetitive when included in the Biden administration’s... Read More
People have been predicting a debt crisis for decades. It hasn't happened yet but there are no free lunches. Read More
Economic grievances and political alienation are fueling a separatist movement in the Canadian province just north of Montana. Read More
Plug-in panels are getting popular—how do we make sure they’re safe? Read More
The labor market is holding up better than the headlines suggest. Inflation is the real problem. Read More
Plus 21 more stocks under Morningstar's coverage with big dividend increases. Read More
April's Jobs Day is Friday. 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
More From Real Clear
RealClearMarkets Friday
The six-figure limit could help restore Social Security solvency, according to one paper.... Read More
In two months, we will celebrate 250 years since the Founding Fathers declared our independence from European taxation. Today, European governments are levying digital services taxes written to apply only to large American tech companies. If the Trump administration is to be pugnacious on trade, they ought to fight hardest against these discriminatory taxes eroding open markets. Selective taxation... Read More
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