Rob Arnott

Author Archive

  • Jun 27, 2025
    We are all amply familiar with the neo-Keynesian wisdom, repeated endlessly on both sides of the aisle, that government can reliably stimulate private sector prosperity through...
  • May 21, 2025
    Increased government spending and debt issuance, rather than encouraging economic growth, may actually stifle it.
  • Mar 27, 2025
    The narrative-driven AI boom of Nvidia and the Magnificent Seven echoes that of the dot-com bubble exemplified by Cisco and the Four Horsemen. The Research Affiliates Fundamental...