RealClearMarkets Week of September 15, 2025 Archives

RealClearMarkets Off The Street

Monday, September 15

Is the US Economy Headed for a Recession?

Sarah Hansen Morningstar

Trump Industrial Policy Delivers Make-Work Jobs

Tad DeHaven & Clark Packard Cato

17 Charts: The Economy Cools As Stocks Rally

Sam Ro TKer by Sam Ro

Believe in A.I.? Buy Beaten-Down Value Stocks.

Jeff Sommer New York Times

How Tim Cook Sold Out Steve Jobs

Anil Dash Anil Dash

This Bull Market Is YoungerThan You Think

Ryan Detrick Carson Group

Tuesday, September 16

A Universal Translator For Work

Aparna Chennapragada ACD

The U.A.E. Got Chips. The Trump Team Got Crypto Riches.

Eric Lipton NY Times

3 Things To Know About Record Tariff Revenue

Jeremy Horpedahl Cato @ Liberty

AI's Promise Is Sky High. It Better Deliver

Madison Mills & Erica Pandey Axios

3 Implications of Passive Investment's Growth

Torsten Sløk Apollo Academy

The RFK Jr. Of Economics?

Keubiko Keubiko’s Musings

Wednesday, September 17

Let's Talk About A Government Shutdown

Ryan Detrick Carson Group

Women, Jobs and Charlie Kirk

Paul Krugman Paul Krugman

Why the Next Winners in the AI Boom May Not Be AI Stocks

Dan Lefkovitz MStar

Stocks, Housing, Social Security: What Matters Most?

Ben Carlson AWOCS

Total Concentration vs Diversification

Brian Chingono Verdad

The Real Reason Trump Is a Threat to the Economy

Jonathan Cohn The Bulwark

Thinly Spread: What To Do With Junk Bonds

Joe Wiggins Behavioural Investment

Thursday, September 18

Should Your 60/40 Portfolio Go Global?

Jason Kephart & Susan Dziubinski Morningstar

The Bond Market Didn't Like The Rate Cut

Brett Arends MarketWatch

Russia & China's Gas Alliance Is A Bluff. Will DC Call It?

Leslie Palti-Guzman Barrons

New Mexico’s Billion-Dollar Oilfield Orphans

Jerry Redfern The American Prospect

Why Milei Should Let The Argentine Peso Float

Lorenzo Bernaldo de Quirós Cato

Issac Newton was Right about Motion…and People

Geoffrey T. Sanzenbacher CRR

Friday, September 19

What’s Happening to Wholesale Electricity Prices?

Brian Potter Construction Physics

How Too Much Government Debt Kils Growth

Joachim Klement Klement on Investing

The Last Days Of Social Media

James O'Sullivan Noema

Why AI Will Not Make You Rich

Jerry Neumann Colossus

Putin and Xi's Useful Idiot

Nina L. Khrushcheva Project Syndicate

AI's Baby Bonus?

James Pethokoukis AEIdeas

Divine Dividends

Zhangxin (Frank) Liu Aeon