Saturday, October 10
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If you’re a U.S. citizen, you’re at home anywhere in the world. No other nationality can claim this. While the British empire... Read More
It’s not just DraftKings and Polymarket — the logic of gambling undergirds everything coming out of Silicon Valley. Read More
Margin debt has surged to record levels as investors like 29-year-old Hy Luu borrow more against their portfolios. Here’s how leverage can... Read More
America loves ambition and a good story. Yet, narrative alone will not make a business viable. Elon Musk’s boldness was in evidence... Read More
At a press conference, the vice president offered a strange new definition of the word. But the full remarks revealed a deeper irony. Read More
According to the National Conference of State Legislatures, voters in 16 states will be voting on 30 tax measures this November. ... Read More
The AI build-out is being financed in ways that make reported profits look stronger than the cash behind them. Read More
I went to the University of Virginia. I saw things. Years ago, when the Rolling Stone article came out, I immediately knew it was not true.... Read More
Study finds coding efficiency gains get "absorbed" by human review "bottleneck." Read More
Zaslav, who walks away with about with $1 billion, made sure that the wealth effect of the deal more than trickled down through WBD, and not... Read More
What started as a bipartisan savings concept now comes with stocks you can’t reject, a five-year lockup, and some very happy billionaires. Read More
Demographic decline, political paralysis, and the fate of great powers. Read More
The trade deficit is back to pre-tariff levels. Read More
Tariffs raised costs and manufacturing jobs disappeared. Now, the administration is declaring victory for partially filling the hole it dug. Read More
Whether with AI or space exploration, playing it safe comes with a cost too. Read More
Investors allege Wall Street’s biggest names inflated their marks. Read More
Right now, there’s something weird happening in junk bonds. Read More
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting... Read More
Good policy decisions could enable America to keep scaling compute while minimizing costs. Read More
The recent sharp surge in Treasury yields may reflect the feedback loop dynamics that can sometimes take over in the bond market. Read More
From Maine to Michigan, voters are fed up with tariffs and trade wars. Read More
The Plaza Accord was originally meant to be part of a broader restructuring that Japanese economists and policymakers themselves recognized... Read More
For the first time since August 13, the S&P 500 closed at a new all-time high! Congratulations to all the bulls out there who held firm,... Read More
It is our opinion that investors are underestimating the power of this demand pull away from riskless Treasury markets to what investors... Read More
Man Group pushes back on the idea that bonds no longer belong in long term portfolios, studying US Treasury returns across more than a... Read More
Several forces suggest rates may peak within the next month. Read More
The AI boom isn't yet visible in the productivity stats. Read More
More From Real Clear
RealClearMarkets Friday
Wall Street loves to make things seem more complicated than they need to be.... Read More
America loves ambition and a good story. Yet, narrative alone will not make a business viable. Elon Musk’s boldness was in evidence when SpaceX, which went public in June 2026, held its first earnings call. During that session, President Gwynne Shotwell announced that starting in 2027, Starlink, SpaceX’s wireless division, would begin transitioning to become a full-fledged mo... Read More
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