RealClearMarkets February 4, 2026 Archives

RealClearMarkets AM Update

Californians Pay the Most Taxes, But Get Worst Results

Steve Hilton California Post

The Dollar's Doing What President Trump Wanted

Jason Furman The New York Times

Jason Furman Has a Plan To Make All of Us Very Tall

John Tamny RealClearMarkets

Trump’s Central Casting Fixation Takes More Ridiculous Turn

Steve Benen MSNBC

The Supply Chains That Truly Matter Are In Your Head

Richard Vigilante Israel Test

As Mark Carney Invokes Vaclav Havel, He Should Look Inward

Gentry Collins RCM

Elon Says AI Will Free Us From Retirement Savings. Not So Fast

Ted Jenkin Fox

Trump's Payments Squeeze Will Tighten Consumer Credit

Eric Grover RealClear

The U.S. Savings Rate Isn't All That's It's Said to Be

Market Minder Fisher Investments

Bank Profits, Eliminate Risk, Preserve Upside In One Move

Chris Reilly RiskHedge

Should You Trust Showman Dan Ives?

Rebecca Ungarino & Angela Palumbo Barron's

Why Would I, or Anyone For That Matter, Lease a Car?

Quentin Fottrell Marketwatch

The Telecom Act of 1996 Needs a Deregulatory Overhaul

Randolph May RealClear

Will the Trump GOP Fall for Inflationary Populism?

Alexander Salter Daily Economy

Meta’s Nuclear Bet Underscores Trump Vision

Anthony Watts & H. Sterling Burnett RCE

RealClearMarkets PM Update

The Global Economy’s Warning Signals Are Broken

Patricia Cohen New York Times

Is Inflation Higher Than We Think?

Nick Maggiulli Of Dollars And Data

How To Make Your Health & Wealth Anti-Fragile

Anthony Isola A Teachable Moment

Why Trump's Fed Pick May Surprise Him

Victoria Guida & Ian Ward Politico

Why International Stocks May Win Gold Again in 2026

Dan Lefkovitz Morningstar

The Hidden Double Standards Driving Our Housing Crisis

Marina Bolotnikova Vox

RealClearMarkets Research Reports

January 2026 Asset Class Performance Review

James Picerno The Capital Spectator

Hedge Funds Should Be Judged On Beta, Not Alpha

Mark Rzepczynski DGM

RealClearMarkets Off The Street

The 'Billionaire' Tax Is A Bait-And-Switch

Laura Williams Reason

Weathervane Economics

Paul Krugman Paul Krugman

How You Can Spend More During Retirement

Amy C. Arnott Morningstar

Simplify, Simplify, Simplify

Scott Sumner The Pursuit of Happiness

Apple Has Reached Another Milestone

Horace Dediu Asymco

Why I'm Not Worried About A Weaker Dollar

Ben Carlson A Wealth Of Common Sense