RealClearMarkets Week of December 8, 2025 Archives

RealClearMarkets Off The Street

Monday, December 8

The Booms & Busts Of the NASDAQ 100

Ben Carlson A Wealth Of Common Sense

Inside Keurig Dr. Pepper's Effort To Bring Back RC Cola

Laurel Deppen Food Dive

How David Ellison Is Transforming Paramount

Pamela McClintock Hollywood Reporter

When Authority Trades Evidence For Ideology

Alex Tabarrok Marginal Revolution

Housing Affordability Is About Output

Scott Sumner The Pursuit of Happiness

Tariff Complexity Is Death By A Thousand Papercuts

Scott Lincicome Cato @ Liberty

The Highlights Of A Very Good Year For Movie Lovers

David Fear Rolling Stone

Tuesday, December 9

3 Big Changes for Retirement Planning in 2026

Christine Benz Morningstar

Yes, AI Is A Bubble. It's Not Just Hype. No, You Can't Ignore It

Ina Fried Axios

Netflix And The Hollywood End Game

Ben Thompson Stratechery by Ben Thompson

Why Shifting To An Aussie Retirement System Is A Bad Idea

Romina Boccia Cato

Does Private Equity Really Beat Public Markets?

Larry Swedroe Larry’s Substack

What To Expect From Wall Street 2026 Outlook Notes

Bryce Elder FT Alphaville

Why Life Would Be Better With a Lot Less Cars

Sarah Goodyear Next Big Idea Club

Wednesday, December 10

We Need To Talk About What's Gone Wrong With Men

Mischa Frankl-Duval FTAV

States Are Raking In Billions From The Casino On Your Phone

Ben Blatt NY Times

Part 3: The Pursuit of Happiness

Michael W. Green Yes I Give A Fig

U.S. Farmers Aren’t Out of the Woods Yet

Christina Lu Foreign Policy

Tariff Revenue Used To Bail Out Farmers Harmed By Tariffs

Eric Boehm Reason

Sequence of Returns: The Biggest Risk for New Retirees

Amy C. Arnott Morningstar

The China Shock Revisited Again. It's Still A Big Positive

James Pethokoukis AEI

Thursday, December 11

How US-China Competition Will Change In The Future

Derek Scissors AEIdeas

New Poll: America Is A Nation Under Financial Strain

Erin Doherty Politico

Every Asset Managers’ 2026 Forecasts

Joe Wiggins Behavioural Investment

Don't Be A Fragile Perfect Investor

Anthony Isola A Teachable Moment

Media Mergers: Bigger Isn’t Always Better:

Cynthia Littleton Variety

A Bond Mystery: Why Is The Yield Curve Steepening?

Torsten Sløk Apollo Academy

Sorry Secretary Bessent, Bond Returns Aren't The Economy

Neil Irwin Axios

Friday, December 12

Market Timing Works

Michael Harris Price Action Lab

The 10 Best Worst Hostile Takeover Battles Ever

Bryce Elder FT Alphaville

How to Leave the U.S.A.

Atossa Araxia Abrahamian The New Yorker

China's Massive Currency Manipulation

Robin J Brooks Robin J Brooks

Next Decade Expected Return For The S&P 500

Torsten Sløk Apollo Academy

My Favorite Investment Writing of 2025

Nick Maggiulli Of Dollars And Data

There's No Compelling Case To Cut Rates

Paul Krugman Paul Krugman