RealClearMarkets Week of September 14, 2026 Archives

RealClearMarkets Off The Street

Monday, September 14

Forward Guidance Is Still Causing Unforced Policy Errors

Jai Kedia Cato @ Liberty

AI Doom Is Misguided, Not A Psyop

Robby Soave Reason Magazine

We Must Pace the Frontier

Dario Amodei Anthropic

The $2.3 Millionaire Next Door

Ben Carlson A Wealth of Common Sense

The World Reconsiders America

Neal Rothschild Axios

Tuesday, September 15

The IPOs of Doom

Owen Lamont Acadian Asset Management

Worth The Risk

Allison Schrager Known Unknowns

Dario Dropped A Bomb

Matt Cerminaro Chart Kid Matt

Why Congress Can't Regulate AI

Frank Landymore Futurism

Costly medicine: What A Fed Hike Means

Claudia Sahm Stay-At-Home Macro (SAHM)

Analysts Are Raising Estimates. Is Disappointment Next?

Sam Ro TKer by Sam Ro

A Pullback And A Bear Market Aren't The SameThing

Grant Hawkridge Trend Labs

Wednesday, September 16

What If You Could Glimpse The Future?

Joe Wiggins Behavioural Investment

Could You Get It If You Were Rich?

Bryan Caplan Bet On It

The Bond Market Is The House

Ben Lord Bond Vigilantes

No, AI Isn't About To End The World

Jennifer Huddleston Cato @ Liberty

The Dollar Will Be the Last Pillar To Fall

Daniel W. Drezner Drezner’s World

The Gap Between US And China AI Is Just Four Months

Jeremy Hsu Ars Technica

The Best Portfolio Of the Last 50 Years

Nick Maggiulli Of Dollars And Data

Thursday, September 17

Are Global Reserves Moving Away From The Dollar?

Mark Rzepczynski DGM

Warsh Is Focused On Inflation But We See Cuts in 2027

Preston Caldwell MStar

The Math of Success Is Brutal

Anthony Isola A Teachable Moment

Why Are Valuations Falling in a Bull Market?

Ben Carlson A Wealth of Common Sense

NATO Is More Than A Military Alliance

Joachim Klement Klement on Investing

Why Is Congress Giving Trump Authority To Raise Taxes?

Clark Packard Cato

Friday, September 18

What If Other Maritime Routes Are Closed?

Joachim Klement Klement on Investing

An Undervalued Stock That Warren Berkshire Owns

Malik Ahmed Khan Morningstar

The Awesome & Alarming A.I. Visions of Dario Amodei

David Streitfeld NY Times

A $100k Tax On Foreign Students Would Hurt Americans

Sam Peak Agglomerations

The Great Repression

Robert Burrows Bond Vigilantes

A Dove In Hawk's Clothing?

Ryan Detrick Carson Group