RealClearMarkets Week of December 1, 2025 Archives

RealClearMarkets Off The Street

Monday, December 1

Getting Ready to Party Like It’s 2008

Paul Krugman Paul Krugman

Why Euro Breakup Is Necessary

Robin J Brooks Robin J Brooks

Social Security's Day of Reckoning Is Nearly Here

Neil Irwin Axios

A Trillion Reasons We’re Not in an AI Bubble

Owen A. Lamont Acadian

Is It Too Late To Buy Gold?

Jose Ordonez Alpha Architect

Why Smart Investors Choose Not to Play

Larry Swedroe Larry’s Substack

LA' s Vigilante Crosswalk Painters

Maylin Tu Reasons to be Cheerful

Tuesday, December 2

Why 2026 Could Be a Breakout Year for Dividend Stocks

Dan Lefkovitz Morningstar

How Much Will the Stock Market Fall in 2026?

Ben Carlson AWOCS

A Royal Temptation?

Franklin Foer The Atlantic

Fewer People Are Moving & It Is Changing America

Sami Sparber Axios

America’s Industrial Buildout Comes With a Price Tag

David Parsons Bond Vigilantes

The Great Equity Reset - Global Dispersion

Mark Rzepczynski DGM

Tether Gets Junked By S&P

Bryce Elder FT Alphaville

Wednesday, December 3

The Beginning Of The End For Strategy?

Yaël Bizouati-Kennedy Sherwood News

The Housing Affordability Crisis

Ben Carlson A Wealth of Common Sense

A Tariff Surprise When Your Package Arrives

Peter Eavis New York Times

Part 2: The Door Has Opened

Michael W. Green Yes I Give A Fig

3 Warren Buffett Stocks to Buy and Hold Forever

Susan Dziubinski Morningstar

Living In The Age Of Discontent

Allison Schrager Known Unknowns

Looking Beyond The Headlines

Scott Sumner The Pursuit of Happiness

Thursday, December 4

A Memo to Howard Marks

Richard Woolnough Bond Vigilantes

World War AI

Ben Hunt Epsilon Theory

I Love AI. Why Doesn't Everyone?

Noah Smith Noahpinion

The Bitcoin Canary In The Coalmine?

Desmond Lachman AEIdeas

The Number of People Using AI at Work Is Suddenly Falling

Joe Wilkins Futurism

If There's A Bubble, What Do You Do About It?

Joe Wiggins Behavioural Investment

Is the Future Still Bright?

Bill McBride Calculated Risk

Friday, December 5

Main Street Bust: Economic Pain Is Mounting Quickly

Courtenay Brown Axios

Most Retirees Run Out Of Health Before Money

Anthony Isola A Teachable Moment

Why Taking Social Security Early Is Bad Advice

William Bernstein Advisor Perspectives

Being Kevin Hassett: Eggs, Lies and Gasoline

Paul Krugman Paul Krugman

50 Interesting Investing Facts from Second Half 2025

Meb Faber The Idea Farm

90% Of Investment Products Are Complete Crap

Barry Ritholtz The Big Picture

Recession Imminent? Heavy Truck Sales Collapse

Bill McBride Calculated Risk