Japan is a major provideer of liquidity to our stock and bond markets. Read More
Trump keeps gambling with the economy and getting away with it. Will that continue to be true? Read More
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Central banks face pressure to absorb oil shortages and other shocks, but tightening money risks compounding the damage. Read More
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Instead of false certainty on AI's economic impact, here is my crayon-level framework on the real tug-of-war between productivity and... Read More
One thing I learned as a Wall Street Journal reporter covering Alan Greenspan’s 18-year reign of the Federal Reserve: Don’t ask... Read More
NYC budget under New York City Mayor Zohran Mamdani shows how union contracts drive up costs through premium-free retiree healthcare and... Read More
Ronald Reagan was a terrible president for “American oil.” He had nothing against crude, but Reagan did favor reversing the weak... Read More
The path to lower power bills isn’t more federal intervention — it’s less. While recent reporting points to rising energy... Read More
Like many people, I cracked the spine on Wealth of Nations first: it was more famous than Theory of Moral Sentiments. There it sat, fatly, in... Read More
The classical liberal philosophy of limited government, free markets, and respect for the individual’s natural rights to... Read More
How do you price chaos? Read More
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In today’s Market 360, I’ll explain what this Middle East escalation really means for the stock market, why U.S. equities are holding up... Read More
The events are a call to action. Read More
In Denationalisation of Money: The Argument Refined, Nobel Prize-winning economist Friedrich Hayek argued for the benefits of a realm of... Read More
Real estate is fundamentally about optimism. Two terms of Gavin Newsom have provided the opposite — and his replacement could be worse. Read More
On Thursday, a woman named Sharon from Minnesota called into C-SPAN’s “open forum” to express her despair about... Read More
In his state of the union address this week, President Trump proposed expanding access to 401(k) plans to help the half... Read More
Where, exactly, does large-scale laissez-faire capitalism even exist? Read More
Retail investors have already taken losses in private credit funds approved last year. Read More
Not everyone should sit still despite the market's turbulence. Read More
New studies show where AI falls short – and it's in those blind spots where human managers still have the ability to generate "alpha"... Read More
Be careful what you click on. The business model of social media is to weaponize fear. Read More
What we do and don't know about the Iran war. Read More
Politicians are known to break promises, but Kennedy's record, 1 year in, has been a failure by most measures, especially his own. Read More
Front line dispatches Read More
As with the recent escalation in the Middle East, financial markets are constantly exposed to unpredictable events — from geopolitical... Read More
Analysts say a drawn-out conflict could have dramatic consequences for energy markets and inflation. Read More
The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy... Read More
These 3 dividend-growth stocks are attractive stocks to buy today. Read More
Following a strong and volatile start for commodities in 2026, we analyze the price impact of active investors positioning (because,... Read More

In his state of the union address this week, President Trump proposed expanding access to 401(k) plans to help the half of the U.S. workforce that now has no retirement savings. If actualized, his plan could take a major step towards creating a universal retirement savings system proposed by my organization in 2018.... Read More
Elliott Investment Management made a $1 billion investment in Pinterest.... Read More