The Federal Reserve’s most important policy move this past week wasn’t the cut in its policy interest rate but the resumption of... Read More
Working at the Federal Reserve is a terrible way to make headlines. The chair — in this case, Jerome Powell, whose term expires in May... Read More
Powell’s remarks highlighted the inherent difficulty of balancing inflation and employment under the Fed's current dual mandate. Read More
California faces an $18 billion deficit by 2026-27 as Democrat Gov. Newsom's spending policies create a structural budget crisis worse than... Read More
As President Trump recently remarked, his tariffs are “taking in trillions of dollars,” leading to “record... Read More
Conservatives need to relax. See their ranting about Netflix’s proposed purchase of Warner Brothers Discovery (WBD). Podcaster Benny... Read More
RiskHedge—Disruption Research, Disruptive Technology Stocks—RiskHedge helps investors profit from disruption by providing research on the... Read More
U.S. transportation stocks have been strong performers — but investors shouldn’t get too excited. The recent strength exhibited... Read More
President Trump is pushing a Fed-driven credit binge — but freeing up the economy by slashing red tape and regulation is the healthy... Read More
New York City data once again suggest that the answer is no. Read More
Jamie Dimon’s warning about Europe’s dwindling competitiveness was entirely accurate. It would have been even more so had... Read More
No matter how you spin it, the tariffs are hurting American jobs and wallets. Read More
Ever since the first lawsuits over rental pricing software surfaced, politicians have tried to blame algorithms for America’s housing... Read More
The fundamental problems of our society can largely be traced back to the collapse of reproduction rates. These are a symptom of dysfunction... Read More
You’ll lose about a third of your monthly benefit amount if you claim Social Security at age 62, but there are still times when it... Read More
The hidden value not found on the balance sheet Read More
Based on social media, the upcoming generation is expressing more European solidarity than the continent has seen in decades. Read More
If history is any guide, today’s consensus economic view will prove to be as misplaced as that in early 2008. Read More
The Trump administration has overseen a big drop in the federal workforce. That's great. Unfortunately, the private sector is struggling too. Read More
Bad ideas are still bad Read More
This article examines investment performance in 2025 Read More
Budget constraints are back Read More
Factor performance can vary widely across regimes, particularly during periods marked by exuberance or correction. Read More
As fundamentals have taken the backseat, policy decisions have emerged as one of the most impactful forces driving market direction. Read More
It's time to invest in the world we see when our screens are off. Read More

You’ll lose about a third of your monthly benefit amount if you claim Social Security at age 62, but there are still times when it makes sense to do so.... Read More
Jamie Dimon’s warning about Europe’s dwindling competitiveness was entirely accurate. It would have been even more so had he singled out the primary reason: Europe’s adherence to the Paris Climate Agreement. Recently at the Reagan National Defense Forum, JPMorgan CEO Jamie Dimon delivered a hard truth to Europe. “They’ve gone from 90% of the GDP... Read More