RealClearMarkets Week of October 12, 2026 Archives

RealClearMarkets AM Update

Monday, October 12
Remember What Does, Doesn't Drive Bear Markets
Market Minder Fisher Investments
How Long Can Above Average Stock-Market Returns Last?
Chris Reilly Grow or Die
Time-Saving AI Is Very Bullish For a Select Few Stocks
Stephen McBride RiskHedge
MSFT Slash of Token Costs Should Have AI Investors Fearful
Winton Woods RCM
Let's Put To Bed the Milton Friedman, "Great Depression" Myth
John Tamny Forbes
Dems Say They'll Make Life Affordable, Your Wallet May Disagree
Ted Jenkin Fox
Forget COLA, Here's Soc Security Increase to Care About
Christy Bieber Motley Fool
The Economic Impact of AI Buildout, Surging Bond Yields
Nicholas Sargen The Hill
Trump Tariffs Aimed to Shrink the So-Called "Trade Deficit"
Joel Mathis The Week
Trump DeReg Weakens His Econ. War on Iran
Sadhana Mandala & Andrew Miller CAP
With Semiconductors, Partnership Over Political Pressure
Peter Clark RealClear
What Do South Americans Know That U.S. Voters Don't
Editorial Issues & Insights
Sorry, Baby Boomers Didn’t Always Have It So Easy
Dan Kadlec The New York Times
Elite Opinion About David Ellison Has Been Wrong All Along
Charlie Gasparino NYP


Tuesday, October 13
How To Invest If Artificial Intelligence Is Really Going To Kill Us All
Chris Reilly RH
Why Tech Biggies Kneel Before Trump
Charlie Herman & Ryan Teague Beckwith MSNBC
Like It or Not, We're All In on a Huge Artificial Intelligence Bet
Red Jahncke The Hill
What Boomers Don't Understand About Buying House Today
Ted Jenkin Fox News
Why Midterm U.S. Elections Tend to Trend Bullish
Market Minder Fisher Investments
Sorry, But The Stock Market IS The Economy
Joseph Calhoun Alhambra Investments
'We're Burdening the Children' Is An Abjectly Keynesian Fatuity
John Tamny RCM
Burn It, or Freeze It, But Don't Address the French Debt
George Will Washington Post
California's Proposed Wealth Tax Breaches the Danger Zone
Daniel Smith Civitas
New Era of Investment for the Defense Sector
Hector Alonzo Gomez RealClearMarkets
How Much Extra $$ Could Be In Your Soc. Security Check
Jessica Hall Marketwatch
Space May Be Answer to the Data Center Question
Yuk Chi Chan RealClearMarkets
If History Is a Guide, High Rates Could Be Here for a While
Kenneth Pringle Barron's
Why Your Grocery Bill Will Get Worse
Kathleen Kingsbury & Peter Orszag New York Times


Wednesday, October 14
Room to Grow? Case For a 'Gracefully Aging' Bull Market
Mark Hulbert Marketwatch
Nvidia Is the Spectacular Embodiment of the Ripple Effect
Shi-Young Suh RealClear
A Case for Real Estate Investing Amid Rising Interest Rates
Amey Stone Barron's
CPI: An Ugly Headline Hides More Optimistic Reality
Peter Navarro RealClearMarkets
Office Mandates Change How We Work, and How We Think
Gleb Tsipursky The Hill
California Shouldn't Get to Set Policy For All of the U.S.
Curtis Hill RealClearMarkets
President Trump Dangles Cash, But We All See Through It
Jacob Soboroff MS NOW
There's No AI Victory For the U.S. Without the World's Workers
John Tamny RCM
How the Future Job Market Could Break Career Ladders
Yan Wu Washington Post
Forces Driving Up Bond Yields Take a Troubling Turn
Joe Rennison New York Times
Data Center Water Usage Blown Well Out Of Proportion
Editorial Issues & Insights
U.S. Fertilizer Squeeze: Diff. Problems Need Diff Policies
Antonio Ortiz-Mena RCM
Scammers Stealing Checks From the Mail. How to Protect Yours
Carol Roth Fox
Is Working Longer Really the Secret To Better Retirement?
Medora Lee USA Today
The Bigger Meaning of Italian Prosperity on Wall St
Charles Gasparino New York Post


Thursday, October 15
Why Paul Tudor Jones Expects Very Challenging 2027
Joseph Adinolfi Marketwatch
Stocks at Highs for Good Reason, Investors Still Bite Nails
Alex Rosenberg Barron's
Though It Would Be An Improvement, a Flat Tax Is a Wealth Tax
John Tamny RCM
A Twelve-Step Plan For All the 'Spendaholics' In Congress
Merrill Matthews The Hill
You Shouldn't Overstate AI's Threat to Bank Profits
Market Minder Fisher Investments
How JD Vance Is Way Off With His Criticism Of Microsoft
Editorial Washington Post
How I Stopped Worrying, & Learned to Love Data Centers
Norm Singleton RealClear
2027 Social Security 'Trump Bump' Is Here
Jenna Romaine U.S. News & World Report
A More Accurate COLA Would Narrow Soc Security's Shortfall
Romina Boccia Cato
Avoiding Short Sale Losses Using Defeasance
Paul Kupiec & Alex Pollock RCMrkets
Democrats Put the Blame for Higher Prices on Trump
Lisa Lerer The New York Times
Business Confidence An Incomplete Test of China Policy
Percy Yixuanchen Yu RCM
Infuriating Reason So Many Companies Departing CA
Marissa Streit California Post
Will Mile-High Voters Turn Co Into California?
Editors Committee to Unleash Prosperity


Friday, October 16
Democratic Socialism Isn't Leninism. Why Not Say So?
Paul Mason Washington Post
Nobel Economists Explain the Past Well, But So What?
M.P. Reddy RealClearMarkets
We Know How to Fix Homelessness. Look at Denver
German Lopez New York Times
If Housing Is Out of Reach, Then We Need More Wall Street
John Tamny RealClear
How Superstar Cities Around World Tax Away Top Talent
Sean Speer City Journal
Too Invested In Equities? Why a 60/40 Portfolio Is Best
Mark Hulbert Marketwatch
U.S. Business Needs 1 Playbook for a Divided Washington
Dustin Siggins Fox News
The U.S. Is Winning AI Race, Losing Global AI Market to China
Orit Frenkel The Hill
You're Being Fed Very Incomplete Data Center Story
John Pabst RealClearMarkets
Government Favoritism Not Capitalism
Ninos Malek Foundation for Economic Education
A Patient Should Not Pay a Hospital Price For a Doctor Visit
Ike Brannon RealClear
Will GenX Have to Retire Later Than Past Gens?
Kate Stalter U.S. News & World Report
Social Security: Good, Bad, Ugly, Plus Ways It Can Be Fixed
Editorial New York Post
A Government Aiming To Please You Will Make You Miserable
Charles Sauer RCM
Fact Checkers vs. the Liars In Global Warming Discussion
Editorial Issues & Insights
Saturday, October 17
The Best & Worst McDonald's In the United States
Mary Walrath-Holdridge USA Today
Let's Elevate the Crucial, Skilled Trades
Jim Farley & Walter Isaacson Washington Post
Naturally Immigrants Look "Back Office." That's Why They Came
John Tamny RCM
Silicon Valley Has Eaten Legacy Hollywood, and Humbled It
Sharon Waxman NYT
When Protest From the Few Becomes An Economic Burden
Shahid Islam RealClear
What's Ahead for CNN Under David Ellison & Skydance?
Justin Klawans The Week
Rent Control Is Counter to Apartment Abundance
Rainer Zitelmann RealClearMarkets
Americans Say They're Broke. Why Can't They Stop the Spending?
Ted Jenkin Fox
Desperate LA Renters Happen On Unlikely Solution
Adelle Nazarian California Post
Hold the Presses: Middle Class Incomes Are On the Rise
Editors Unleash Prosperity
Can a $55,000 Robot Really Load Dishes, Wipe Counters?
Christine Ji Marketwatch
Is a "President Jeff Bezos" Primed To Save America In 2028?
Myra Adams The Hill



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