Wednesday, November 11
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Joining me is Adam Johnson, a former Bloomberg host and founder of Bullseye Brief, to discuss why we're still bullish despite the recent... Read More
The meaning of this week’s election results can be best explained by a phrase my former boss, soon-to-be House Speaker Hakeem Jeffries,... Read More
“The president should be focusing on the economy” is one of the more illiterate notions in economics. Why does a narrative so... Read More
If you wake up in the middle of the night with an overwhelming desire to buy Apple stock, or Elon Musk appears in your dreams and asks you to... Read More
The UK joined this year’s global rate hike party by raising its Bank Rate a quarter point last week. Australia also hiked—the... Read More
Jensen Huang’s affair with an alleged Chinese spy is not the most important factor investors should take into account when assessing... Read More
The weekend before Election Day, I opened up Instagram and saw an image so jarring that I first thought it was A.I.-generated. Martha Stewart... Read More
Elon Musk wants to build the next big cell phone company, but competing with established wireless carriers will require substantial... Read More
Billions of dollars in political advertising tried to mislead voters, but Kalshi's prediction markets had winners ahead in 98% of federal... Read More
My great-grandmother, Lucy Conway Gordon Smith, was born during the Late Unpleasantness in 1862, and, as you can probably tell from her... Read More
Albany just got a windfall of $8 billion — get ready to watch the state’s leaders throw it away. Read More
The economy is booming but paychecks lag. Cheap, abundant energy is the fix, and data centers should pay their way, not be frozen. Read More
The noise of government regulations breaking the quiet order is erupting around data centers. An economy that flows according to its natural... Read More
Here we go again. Remember the dirty deal, when the Inflation Reduction Act was held hostage by Sen. Joe Manchin (D-W.Va.) unless Congress... Read More
Jensen Huang shoots the AI messenger – himself Read More
Some thoughts on the craziest week of the year. Read More
A growing rift between baby boomers and younger generations is destabilizing society. It’s time to declare a truce. Read More
Economists have long known that corruption lowers investment, development, and growth. Read More
Tariffs were supposed to rebuild American manufacturing and protect workers; mostly, they raised costs. Election results suggest... Read More
Dozens of stocks rallied over 50% after the dotcom peak. Read More
The making and unmaking of a telephone monopoly. Read More
Interest rates can rise for good, bad, or ugly reasons. Read More
The capex-to-sales ratio is approaching a 10-year high, and European listed companies are expected to spend €77 billion more on capex in... Read More
A look at how we arrive at our base-case valuation for the AI lab, along with bull and bear scenarios. Read More
Financial market analysis and research publisher providing live stock market commentary and investor-focused insights. Read More
More From Real Clear
RealClearMarkets Tuesday
Writing in the Wall Street Journal last week, former Fidelity Investments head Robert Pozen wrote what he always has, and that countless budget and Social Security scolds have written before him. According to Pozen and a Rose Bowl-sized collection of commentators who’ve come before and who’ve yet to come, a combination of benefit cuts and "revenue measures" (yes, tax increases on the r... Read More
Political pundits and politicians have spent days analyzing the 2026 midterms from every angle. But the real lesson is a simple principle that Vice President JD Vance already laid out: The Trump administration was punished for violating important promises to key stakeholders, especially on affordability and the war in Iran. Here’s what the midterms can teach CEOs about making, and keeping, p... Read More
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