It seems like an impossible task. But we have to start somewhere, and this is as good a place as any. Read More
When economists and pundits write with performative alarm about the urgency of shrinking the national debt, and subsequently search for ways... Read More
When he was in his heyday — when all of Washington seemed to hang on his advice — Alan Greenspan imagined Congress inventing a... Read More
Nearly every Democrat in the Senate opposed Kevin Warsh’s nomination as Fed chair mainly because they said he would be a tool of the man... Read More
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What's with all these sophisticated investors coming out and calling artificial intelligence (AI) a bubble? Read More
From Delta’s Bastian to Exxon Mobil’s Woods, these 25 leaders have positioned their companies for long-term success. Read More
Back in 2020, I noted, “The dramatic rise in telework amid the pandemic is a radical experiment, but its effects will be... Read More
Why did the president accept a bad deal with Iran? Apparently because he saw his failed policy pushing the global economy toward a dangerous... Read More
Included in the Iran “deal” is a provision that “The United States of America undertakes with regional partners to develop... Read More
The 29th Annual Milken Institute Global Conference kicked off live in Beverly Hills in May of 2026. This year, we present a RealClearMarkets... Read More
The S&P 500’s latest quarterly rebalance offers a fascinating snapshot of where investors believe the U.S. economy is headed. Read More
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GE Aerospace and Siemens are among the stocks now rated as expensive. Read More
Kevin Warsh may want a quieter Fed, but markets will fill the silence, just less reliably and at a high cost. Read More
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Companies with negative earnings keep outperforming companies with positive earnings Read More
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On my failings as an investor. Read More
In my 45 years in the investment business, we've observed numerous peaks of excitement. [...] It has now hit a recent peak of 7,580. Read More

When economists and pundits write with performative alarm about the urgency of shrinking the national debt, and subsequently search for ways to raise more tax revenue to shrink it, they write as though the past 45 years didn’t happen. Which means they’re blindly pursuing non sequitur. Same with those who think spending cuts will reduce the debt. Let’s start with handing more mone... Read More
The 29th Annual Milken Institute Global Conference kicked off live in Beverly Hills in May of 2026. This year, we present a RealClearMarkets exclusive interview with Dr. Piwowar. Dr. Michael Piwowar, is Senior Advisor at the Milken Institute. He is also Executive Director of The Psaros Center for Financial Markets and Policy at Georgetown University. Previously, He was the executive vice president... Read More