RealClearMarkets Week of January 19, 2026 Archives

RealClearMarkets Off The Street

Tuesday, January 20

For Manufacturers, Trump's Tariffs Are The Problem

Clark Packard Cato @ Liberty

Launching A Trade War Over Greenland Is Dumb

Daniel W. Drezner Drezner’s World

Incoming Tailwind: Tax Cuts

Sonu Varghese Carson Group

With Economic Data The Truth Can Take Many Forms

Sam Ro TKer by Sam Ro

Do We Have Enough Workers To Build Out AI?

Courtenay Brown Axios

Charts, Charts, Charts, Charts, Charts

Ben Carlson A Wealth of Common Sense

The Breathtaking Scale of China's Wind and Solar Buildout

Yale E360 Yale E360

Wednesday, January 21

Zero-Sum Economics Keeps Failing

Noah Smith Noah Smith

Market Timing: Knowing The Future Won't Help

Nick Maggiulli Of Dollars And Data

Earnings Are Good, Right?....Right??

Torsten Slok Apollo Academy

The Market Is Pointing Toward Inflation

Jason Perz Trend Labs

US Stocks Won't Dominate Forever

Ben Carlson A Wealth of Common Sense

Why Do We Keep Choosing Bad Policies?

Allison Schrager Known Unknowns

How Much Can One Man Make From Being President?

Editors New York Times

Thursday, January 22

Garbage Stocks Are On Fire Again

Robin Wigglesworth Ft

The AI Numbers Don't Add Up

Cédric Durand Sidecar

A Gilded Version Of Wealth

Anthony Isola A Teachable Moment

Retirement: Avoid The Spreadsheet Trap

Jordan Grumet The Purpose Code

How AI Thinks Markets Will Perform in 2026

Joe Wiggins Behavioural Investment

Politics And Investing Don't Mix

Ryan Detrick Carson Group

Friday, January 23

Gold, Fiat & Bitcoin: Which One Doesn't Fit?

Scott Sumner The Pursuit of Happiness

Trump’s Year of Anarchy

Daniel W. Drezner & Elizabeth N. Saunders Foreign Affairs

The Stock Market Is The Ultimate Check On Trump

Jack Nicastro Reason

AI Has Supercharged Scientists But Shrunk Science

Celina Zhao Science

Globalization Hasn't Failed America, Politicians Have

Norbert Michel Cato @ Liberty

Contrarian Bets Require A Strong Stomach

Jeffrey Ptak Morningstar

Make TVs Great Again

M.G. Siegler Spyglass