Class warfare isn’t merely at the center of the Democrats’ economic messaging and policy — it’s become the entire game. Read More
Five years ago, Mark Zuckerberg proclaimed that the future of Facebook would be the metaverse. Based in virtual reality, it would be an... Read More
A creative director stares at a blank page at 8:07 a.m., coffee cooling beside a half-finished brief. Ten years ago, that page would have... Read More
Sen. Jeanne Shaheen, ranking member of the Senate Foreign Relations Committee, said the Trump administration is giving the Iranian regime... Read More
Nuclear Regulatory Commission bureaucracy stalls advanced reactor innovation while small modular reactors could power data centers and... Read More
American consumers are becoming increasingly leveraged as more people than ever borrow personal loans, according to a report from the credit... Read More
Decades of subsidies, mispricing, and politically protected water allocations have left households paying the highest costs while agriculture... Read More
When war breaks out, pundits often push investors to react somehow. Some hype safe havens while others recommend trying to capitalize by... Read More
The U.S. dollar's role as the world's reserve currency is often portrayed as an "exorbitant privilege" granting America endless benefits like... Read More
Any margin artificially created by the Fed looms as a huge opportunity for market actors with real access to credit. Read More
Today - Part 2 of a discussion with Garrett Gregory, who spent a dozen years as an IRS attorney in its Office of Chief Counsel before... Read More
Republicans are pushing — again — for a cut in the capital gains tax, but no one else thinks it's a good idea. Read More
A recent settlement heralds the decline of woke capital. Read More
On March 11, the Trump administration opened a sweeping new Section 301 investigation into what it calls “structural excess... Read More
The Trump administration's efforts to defend American intellectual property rights from foreign abusers may prove as impactful as its tariff... Read More
Ray Brescia: Judge Richard Eaton of the Court of International Trade appears to be holding the administration accountable after the Supreme... Read More
The average net worth among all U.S. adults is $192,700, according to the most recent research from the Federal Reserve, based on data from... Read More
Lately, PJM, the regional electric grid manager that connects 13 states and the District of Colombia, has been in the news but for all the... Read More
The Trump administration is urgently moving to bring down energy prices. From releasing oil from the Strategic Petroleum Reserve to... Read More
Electric car owners may be feeling smug because they don’t need to worry about soaring gasoline prices. And people with combustion... Read More
Weeks into the U.S.-Israeli war against Iran, the world is facing the greatest energy supply shock in history. Greater, even, than... Read More
Yes, their priorities may now be shifting to how best to build out infrastructure devastated by the attacks, but I am told their long-term... Read More
How non-events bias our thinking Read More
From a markets perspective, I think we’ll know the worst is behind us only far in hindsight. Read More
Ignore the noise is good advice and impossible to follow Read More
After more than a decade of drought, the value premium has sprung back into positive territory, and the best years may be yet to come. Read More
I like to joke that the last job that will be replaced by AI is stand-up comedian. Read More
The recent market pullback has offered a useful reminder: in certain environments, traditional safe havens don’t behave the way... Read More
The United States faces a dire and unsustainable fiscal outlook. You'd never know it from the action in Washington. Read More
This study summarizes investment outcomes for 29,754 common stocks listed in the public U.S. stock markets over the 100-year period from 1926... Read More
We know there are deposits there but getting them has risks. Read More
There are a lot of conversations in markets about the “Sell America” trade but it hasn't been happening lately. Read More
There are no signs of a slowdown in corporate earnings expectations. Read More
What history tells us about the impact of AI Read More
Oil prices jumped 30%, but is a recession certain? We use 70 years of data and the PTLEI to analyze if the current oil momentum has reached... Read More

Lately, PJM, the regional electric grid manager that connects 13 states and the District of Colombia, has been in the news but for all the wrong reasons. Stretching from the Carolinas to Chicago, PJM’s core problem is that customers who live and work inside its footprint are facing higher electric bills, and there are no plausible solutions that will provide ratepayers relief anytime soon.&n... Read More
After more than a decade of drought, the value premium has sprung back into positive territory, and the best years may be yet to come.... Read More