RealClearMarkets Week of May 4, 2026 Archives

RealClearMarkets Off The Street

Monday, May 4

Where the Money Is Coming From

Shaun Warman Warman

A Deep Fake Makes An Appearance In Omaha

Sam Ro TKer by Sam Ro

Paycheck To Paycheck On $500K Income?

Ben Carlson A Wealth Of Common Sense

What I Learned about Hyperscalers’ AI Spend

Om Malik On my Om

America's Electricity Gap

Joseph Politano Apricitas Economics

10 Charts: The AI Wave Continues

Sonu Varghese Carson Group

Who's Right? Apple or The Rest Of Tech?

M.G. Siegler Spyglass

Tuesday, May 5

The US Isn't Insulated From The Iran Energy Crisis

Robin Wigglesworth FT Alphaville

The Wall Street Trap

Adam M. Grossman HumbleDollar

Which Way Will Bond Yields Break?

Bespoke Bespoke Investment Group

Spirit Airlines, A Cautionary Tale Of Government Overreach

Nicholas Anthony Cato

The Dollar Bear Market Is Just Getting Started

Christoph Gisiger The Market

What Are Equity Markets Discounting? Not Risk

Mark Rzepczynski DSGMV

Charts Of The Week

Carson Research Carson Group

Wednesday, May 6

Will Bending The Rules Break The Market?

Jason Zweig The Intelligent Investor

AI's Big Messaging Pivot: It'll Create Jobs, We Swear!

Noah Smith Noahpinion

'Til Death Do Us Part

Drew Dickson Albert Bridge Capital

3 Big Questions to Ask Your Aging Parents

Amy C. Arnott Morningstar

Are Stocks Really A Good Inflation Hedge?

Joachim Klement Klement on Investing

How Has U.S. Trade with China Changed?

Hunter L. Clark Liberty Street Economics

Thursday, May 7

Your 401(k) Is Propping Up the AI Bubble

Hera Hyeonseo Lee ProMarket

The Great Filter: Fatherhood Changes Things

Nick Maggiulli Of Dollars & Data

Media Moguls Remember Ted Turner, Media Pioneer

Benjamin Mullin NY Times

California's Climate Overreach

Edward Ring Master Resource

How AI Capex Is Redrawing Tech's Org Chart

Shaun Warman Warman

How To Use The Work To Fun Ratio

Anthony Isola A Teachable Moment

Friday, May 8

How Not to Invest During Times of Uncertainty

Joe Wiggins Behavioural Investment

The Surprising Revelation From Google's Alphfold

James Pethokoukis AEIdeas

Vladimir Putin Is Much Weaker Than You Think

Christian Caryl Foreign Policy

Government Approved AI Is A Very Bad Idea

Juan Londono & Jennifer Huddleston Cato

A Government Debt Crisis? Finally?

Ben Carlson A Wealth Of Common Sense

Why Oil-Rich Alberta May Secede From Canada

Tate Kaufman Reason

The Balcony Solar Boom Is Coming To The US

Casey Crownhart MIT Tech Review