RealClearMarkets Week of February 2, 2026 Archives

RealClearMarkets AM Update

Monday, February 2
Warsh Nomination Is One of Trump's Wisest Moves
Charles Gasparino New York Post
What Worries Me About Trump’s Warsh Pick
Catherine Rampell The New York Times
A Perception Gap With the U.S. Economy
Charity-Joy Acchiardo & G. Dirk Mateer RCM
If a Weak, "Trump Dollar" Is Inflationary, Then Biden's Was Not
John Tamny Forbes
China Has Withstood Export Restrictions That Only Hold U.S. Back
Adam Ereli RC
The Early Innings of Infrastructure Buildout In Space
Stephen McBride RiskHedge
Albert Gore's Two Decades Of Inconvenient Inaccuracies
Editorial Issues & Insights
AI Runs Over Media: Richard Miniter
Konstantin Kisin & Francis Foster Triggernometry
AI Could Improve Healthcare While Bringing Down Its Costs
Justin Leventhal RCM
Team Trump Crafts Future-Seeing Crypto Plan
Paul Atkins & Michael Selig Fox News
Minnesota's Big Corporations Don't Speak Up Enough Abt. ICE
Michael Hiltzik LAT
Though Not Much Implemented, Tariffs Have Had Impact
Barry Ritholtz Big Picture
The FTC Should Roll Back the Administrative State
Charles Sauer RealClearMarkets
Neither Men nor AI Concepts Are Angels: Supervise Them
Andy Hall Free Systems
We're Headed for Mass Unemployment & No One's Ready
John Mac Ghlionn The Hill


Tuesday, February 3
To Believe Warsh/USD/Gold Narrative Is Too Silly
Joe Calhoun Alhambra Investments
Why Gold Perhaps Plunged, & Why It Might Not Be Over
Mark Hulbert Marketwatch
Every Major Currency Appreciated Versus Dollar In '25
Barry Ritholtz The Big Picture
Tune Out All the Dollar Gloom. It's Not That Weak
Market Minder Fisher Investments
Warsh Could Be Just What the Federal Reserve Needs
Allison Schrager City Journal
Making a Case For the Federal Debt As a Stealth Tax On Us
Rachel Greszler The Hill
On the National Debt, Left & Right Sadly Become One
John Tamny RealClearMarkets
Stronger Personal Finances Boost February RCM/TIPP
Raghavan Mayur RCM
Warsh Fed Won't Lift Stocks. Blame Government Spending
Randall Forsyth Barron's
Magical No Way for Mamdani or Trump to Boost Econ
David Harsanyi New York Post
What $1 Million Retirement Nest Egg Really Gets You
Maurie Backman Motley Fool
Let Coinbase, Others Truly Compete With Banks for Deposits
Charles Calomiris RC
The Arguments Made by Coinbase and Others Don't Add Up
Tomas Philipson RCM
Stephen Ross, Ken Griffin Think FL Is Future
Michael de la Merced The New York Times
High Cost of Good Intentions, Credit Card Edition
Mike Croxson RealClearMarkets
President Trump Correct: We Need a 10% Credit Card Cap
Bernie Sanders Fox News


Wednesday, February 4
Californians Pay the Most Taxes, But Get Worst Results
Steve Hilton California Post
The Dollar's Doing What President Trump Wanted
Jason Furman The New York Times
Jason Furman Has a Plan To Make All of Us Very Tall
John Tamny RealClearMarkets
Trump’s Central Casting Fixation Takes More Ridiculous Turn
Steve Benen MSNBC
The Supply Chains That Truly Matter Are In Your Head
Richard Vigilante Israel Test
As Mark Carney Invokes Vaclav Havel, He Should Look Inward
Gentry Collins RCM
Elon Says AI Will Free Us From Retirement Savings. Not So Fast
Ted Jenkin Fox
Trump's Payments Squeeze Will Tighten Consumer Credit
Eric Grover RealClear
The U.S. Savings Rate Isn't All That's It's Said to Be
Market Minder Fisher Investments
Bank Profits, Eliminate Risk, Preserve Upside In One Move
Chris Reilly RiskHedge
Should You Trust Showman Dan Ives?
Rebecca Ungarino & Angela Palumbo Barron's
Why Would I, or Anyone For That Matter, Lease a Car?
Quentin Fottrell Marketwatch
The Telecom Act of 1996 Needs a Deregulatory Overhaul
Randolph May RealClear
Will the Trump GOP Fall for Inflationary Populism?
Alexander Salter Daily Economy
Meta’s Nuclear Bet Underscores Trump Vision
Anthony Watts & H. Sterling Burnett RCE


Thursday, February 5
The People Are Being Lied To About Artificial Intelligence
Shyam Sankar Fox News
What If AI Advances Render Labor Unnecessary?
David Leonhardt New York Times
How Kevin Warsh Could Square Trumpnomics Circle
Peter Navarro RealClearMarkets
Tear Down All the Regional Fed Walls, Mr. Warsh
Richard Roberts RealClearMarkets
Consumers Sending the Investor Clear Market Message
Mark Hulbert Marketwatch
CA Democrats Hide High-Speed Rail Information
Zachary Faria Washington Examiner
The TikTok "Saga" Is About American Envy, Not National Security
John Tamny RC
Gold Is Soaring, & Wall Street Calls It Debasement. But Is It?
Jack Hough Barron's
The Bitcoin Perpetual Motion Machine Is Beginning to Sputter
Alex Kirshner Slate
Minnesota Gets the Attention, But CA Is Fraud Epicenter
Editorial Issues & Insights
Laying Off Hundreds, Washington Post Reshapes Newsroom
Justin Klawans Week
Punishment Is Not Hate, Opposite What So Many On the Left Think
Rob Smith RC
Pay Off Your Mortgage or Invest In the S&P
Dawn Papandrea U.S. News & World Report
Save Soc. Security: Take Elderly Poverty Off Table
Andrew Biggs & Jason Fichtner Hill


Friday, February 6
Portland’s Sad Journey From Chic To Shabby
Mark Hemingway RealClearInvestigations
Warsh: His Own Man, Plus Trump's: How He'll Reshape Fed
Matt Peterson Barron's
Kevin Warsh Must Undo Worst Fed Mistake In Decades
Stephen Moore Fox News
Artificial Intelligence Will Be the Greatest Job Creator Ever
John Tamny RealClear
Bezos Job Cuts Ended the Washington Post As We Knew It
Glenn Kessler MS NOW
Your Business Runs on Data: Protect It Vy. Carefully
Mike Sharrow RealClearMarkets
Population and Economic Growth Shift to Red States
Steven Malanga City Journal
All Talk, No Motion: Gavin Newsom's Train Going Nowhere
Editorial California Post
With Climate Change, It's Not Science If There's No Doubt
Vijay Jayaraj RealClear
Recommending That Investors Not Speculate In Gold, Silver
Market Minder Fisher
Export-Import Bank Is Spending Big To Ensure Our Future
Landon Derentz The Hill
They Had Enough Money To Retire. Then Cost of Living Rose
Jessica Guynn USAT
Let 'Em Keep Greenland. Let Us Have Free Speech
Norm Singleton RealClearMarkets
The Econ. & Constitutional Vices of CA's Wealth Tax
Richard Epstein Civitas Institute
Socialism Has Been a Failure Everywhere It Was Tried
Sanjai Bhagat The Daily Signal


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