RealClearMarkets Week of May 5, 2025 Archives

RealClearMarkets Off The Street

Monday, May 5

Warren Buffett At The 2025 BRK Annual Meeting

Sam Ro TKer by Sam Ro

Macro Utopia

Scott Sumner The Pursuit of Happiness

Star Wars and the Politics of Fear

Jon Miltimore & Tyler Turman The Daily Economy

Changes Greg Abel Might Make At Berkshire

Andrew Bary Barrons

Stagflation Coming

Torsten Sløk Apollo Academy

How Trump's Tariffs Threaten the Rule of Law

Ilya Somin Reason

The Quote Thief

Joe Saluzzi Joe’s Substack

Tuesday, May 6

How Tariffs Could Accelerate AI Adoption

Adam W. Sandback Enterprising Investor

No, We Shouldn't Try To Be Like China

Allison Schrager Known Unknowns

Free Markets Did Not Fail The Middle Class

Norbert Michel & Jerome Famularo Cato

You Are Not Warren Buffett & Neither Am I

Barry Ritholtz The Big Picture

The Fed’s Tough Spot: What to Expect This Week

Sarah Hansen Morningstar

A Review Of Recession Watch Metrics

Bill McBride Calculated Risk

Why Trump’s Foreign-Film Tariff Doesn’t Make Sense

Chad de Guzman Time

Wednesday, May 7

What New Sorcery Is This?

Jeffrey Ptak Basis Pointing

Tariffs, A Technical Analysis

Dave Barry Dave Barry’s Substack

Buffett’s Bet Of The Century

Robin Wigglesworth FT Alphaville

DeepSeek & Tariffs Haven't Slowed The AI Boom

James Pethokoukis Faster Please!

Do We Need To Redefine Value?

Vitaliy Katsenelson The Intellectual Investor

Recessions, Tariffs and Time

Cullen Roche Discipline Funds

American Soft Power, R.I.P.

Daniel W. Drezner Drezner’s World

Thursday, May 8

The Coming Asian FX ‘Avalanche’

Robin Wigglesworth FT Alphaville

Why Didn’t Tariffs Push up the U.S. Dollar?

Brad W. Setser Council on Foreign Relations

Cashing In? Trump Crypto Business Adds $2.9 Billion

Madeleine May CBS News

Active Management Quietly Reinvents Itself

Clare Flynn Levy Enterprising Investor

The Portfolio Problem

Joe Wiggins Behavioural Investment

Tariffs and Poverty Around the World

Paul Krugman Paul Krugman

After Liberation Day

Torsten Sløk Apollo Academy

Friday, May 9

Globalization Did Not Hollow Out The US Middle Class

Noah Smith Noahpinion

How Trump Can Pivot From The Tariff Mess

Glenn Hubbard Barrons

The Microschool Revolution Is Just Getting Started

Michael Bindas Reason

Apple Hits Google's Battleship

M.G. Siegler Spyglass

A New Neoliberalism?

Scott Sumner Econlib

7 Life Lessons From Warren Buffett That Aren't About Stocks

Brett Arends MW