RealClearMarkets - Opinion, News, Analysis, Video and Polls

Jensen Huang is shocked, shocked (rather like Captain Renault in Casablanca) that executives at Nvidia have effectively shoved him out of his... Read More

China can’t keep its rare earths out of the United States, the U.S. can’t keep its AI chips out of China, and Jensen Huang should... Read More

President Trump suggested Tim Cook, Apple’s former C.E.O., to replace Jensen Huang at Nvidia. Here are others with experience in chips or... Read More

Review the available data to help estimate your 401(k) plan's potential rate of return. Read More

One of the most dangerous things we can do when planning for our retirement is projecting the recent past into the indefinite future. Read More

Scientific findings have a curious habit of gaining certainty as they travel. A cautious association in a research paper becomes a definitive... Read More

Terms like ‘Dictator Trump’ and ‘Sleepy Joe’ won’t fill themselves out Read More

These days, with many affluent youths in Western democracies freshly captivated by Marxism and revolutionary ideology, it is worth reflecting... Read More

The Republican Party faces a young voter crisis as 73% backed Democrats in midterms, driven by housing costs and doubts about the American... Read More

The world is awash in debt. Read More

The topic de jour among politicians, at dinner tables, and on the minds of millions of Americans is affordability. The price of countless... Read More

Here's some evidence.  Read More

Bull markets vs. bear markets. Read More

A subsidy that could cost up to $325 billion Read More

The government's recent investments will eventually go the way of Amtrak.  Read More

Common sense says the optimists have the better argument. Read More

Four Republicans who could help Democrats break a filibuster. Read More

Last Thursday, I was speaking at the Paradigm Conference in Nashville in front of about 1,000 investors. I asked everybody to raise their... Read More

Big technology companies saw the tide turn against their giant A.I. projects, but they have the means to weather delays. Read More

We were due for some volatility and we sure got it. Read More

We believe the markets are clamoring for companies like these to be built or exposed out of larger companies in the public markets. Calling... Read More

AMONG THE MOST COMMON debates in personal finance is whether Roth conversions are a wise strategy. Especially as the end of the year... Read More

Investors aren't buying what analysts are selling. 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

Interest rates can rise for good, bad, or ugly reasons.  Read More