RealClearMarkets - Opinion, News, Analysis, Video and Polls

For most of American history, the retirement plan was simple: work hard, save carefully, and live off the income those savings generated. It... Read More

There’s supposed to be a line between investing and gambling. Congress might have to define the difference. Read More

The markets are never a snapshot of the present. They’re a look ahead. It’s worth keeping in mind as commentators try to make... Read More

Kevin Warsh was sworn in as the new Federal Reserve chair today. He has described his goal as “regime change,” and that’s a... Read More

A commencement speech protest that proves the point of the speaker. Read More

As AI rapidly reshapes our world, narrow, single-view thinking risks mistaking part of the picture for the whole. Read More

Incoming Chair Kevin Warsh may be just the person to rein in the central bank’s expanding balance sheet. Read More

Asking whether immigration is good or bad makes about as much sense as asking whether food is good or bad. Read More

SpaceX has now published the S1-prospectus for the IPO planned in June: 277 densely printed pages plus 100 pages of appendices. An IPO... Read More

Summer is here but the stock market is far from overheating Read More

Other Asian countries may get Hormuz envy. Read More

Are rising bond yields signaling an alarm? Read More

Too many governments are focusing on the symptoms, rather than the causes, of high living costs. Read More

Taking a rain check   Read More

America is celebrating its 250th anniversary, but President Trump has forgotten the Constitution. The Bank Secrecy Act is one of... Read More

Comparison is the thief of joy.   Read More

Jensen Huang just took the throne from Apple, at least in the US... Read More

Google is trying to pull off one of the trickiest balancing acts in tech: aggressively disrupting its own products with AI while protecting... Read More

The Trump administration’s government ownership spree has officially gone quantum.   Read More

If your business leaders are smart enough, massive government stupidity could be quite livable. Read More

The outlook for the quarterly dividends of the S&P 500 has substantially improved in the month since our previous snapshot? Read More

The 10‑year real US Treasury yield is hovering near a 20‑year high, with the 5‑year not far behind.  Read More

Index funds are widely considered passive, but if we look closer, we will find a surprising twist.  Read More

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety. Read More

New business formation in the US is on the rise.  Read More