RealClearMarkets Week of September 16, 2024 Archives

RealClearMarkets Off The Street

Monday, September 16

How to Think About Risk

Howard Marks Enterprising Investor

What if the Fed Cuts Interest Rates by Half a Percent?

Sarah Hansen Morningstar

Sports Memorabilia Gold Mine Uncovered in Virginia

Zach Schonbrun NY Times

Long Haul Trucking Is Ready To Go Driverless

Timothy B. Lee Ars Technica

How To Be Manifestly Happier

Arthur C. Brooks MSN

If Monetary Policy Is So Restrictive....

Torsten Sløk Apollo Academy

Tuesday, September 17

Forget 50, The Fed Should Cut By 200 Basis Points

Matthew C. Klein The Overshoot

How Intel Lost The Sony Playstation Business

Max A. Cherney Reuters

What Happens If The Fed Cuts By 50?

George Steer FT Alphaville

Forward Guidance From The Media?

Luke Kawa Sherwood News

America’s Stores Are Winning the War On Shoplifting

Nathaniel Meyersohn CNN

The End Of An Economic Era

Neil Irwin Axios

Best & Worst Investment Decisions I’ve Made

Vitaliy Katsenelson Intellectual Investor

Wednesday, September 18

Are We Rich?

Scott Sumner Econlib

How Capitalism Will Protect The Things We Love From AI

Sam Ro TKer by Sam Ro

The Probability of Recession Is Peaking

Ironman Political Calculations

The Case For Fifty

Claudia Sahm Stay-At-Home Macro (SAHM)

Rates Markets Are Pricing in a Recession

Torsten Sløk Apollo Academy

The Search for What Shook the Earth for Nine Days Straight

Robin Andrews Quanta

Physicists Discover Turbulence In "Starry Night"

Jennifer Ouellette Ars Technica

Thursday, September 19

The Fed Got Lucky

Scott Sumner Econlib

America May Be On The Brink of An Epic Vibe Shift

Matt Phillips Sherwood News

FOMC Projections

Bill McBride Calculated Risk

Fed's Big Cut Shows Why Policy Needs To Be Rule Based

Norbert Michel Cato

Are Demographics Destiny for the Stock Market?

Nick Maggiulli Of Dollars And Data

The Big Question Haunting OPEC

Wael Mahdi Semafor

Friday, September 20

Why Springfield Needs More Immigration, Not Less

Eric Boehm Reason

How The Fed Rate Cut Helps China

Diego Mendoza Semafor

Will Intel Be A Cautionary Tale About State Subsidies?

Krit Chanwong Cato @ Liberty

The Market Narrative Is Almost Always Wrong

Torsten Sløk Apollo Academy

30 Most Important AI Stocks According to BlackRock

Usman Kabir Insider Monkey

What the Rate Cut Means For the Economy

Ben Carlson A Wealth of Common Sense

Bill Gates Would Like To Make Rich People A Lot Less Rich

Rachel Dalloo Quartz