RealClearMarkets Week of September 21, 2026 Archives

RealClearMarkets Off The Street

Monday, September 21

The Next Great AI Trade Is In The Application

Market Sentiment Market Sentiment

The Biggest Risk to the Economy

Ben Carlson A Wealth of Common Sense

MAGA Is Making the World Safe for Corruption

Anne Applebaum The Atlantic

The End Of Upward Mobility

Branko Milanovic & Nils Gilman NOEMA

'Pay to Play'? Making Pensions Corrupt Again

Noel Sims Popular Information

Adam Smith’s Greatest Insight?

Scott Sumner The Pursuit of Happiness

Tuesday, September 22

Data Center Blackout? We're Short 6 NYCs of Electricity

Bryce Elder FT Alphaville

America’s Investing Identity Crisis

Robin Wigglesworth Time

The AI Rally's Parallels

Bespoke Bespoke Investment Group

What Is The Bond Market Telling Us?

Mark Rzepczynski Disciplined Global Macro

Will AI Angst Turn Into AI Appreciation?

Blake Anderson Carson Group

The Honey Badger Market

Luke Coha Bond Vigilantes

Wednesday, September 23

The Ultimate Black Swan Investor

William D. Cohan Puck

The Negligence of War and Peace

Bryan Caplan Bet On It

The Era Of The Personal Agent Has Finally Arrived

Ina Fried Axios

Stocks That Zag When The Market Zigs

Toby Nangle FT Alphaville

We’re Getting Safety All Wrong

Allison Schrager Known Unknowns

Why Didn't We Get a Housing Bubble?

Ben Carlson A Wealth of Common Sense

Why Banning Diesel Exports Won't Lower Domestic Prices

Eric Boehm Reason

Thursday, September 24

Government Healthcare: High Spending And Poor Results

J.D. Tuccille Reason

You Can't Dollar Cost Average A Coin Flip

Anthony Isola A Teachable Moment

Zero Evidence Deportations Help Native-Born Workers

Mike Konczal Mike Konczal

Economists And Lightbulbs

Mark Rzepczynski Disciplined Global Macro

We Must Create the Shite Machine

Pete Reynolds McSweeney's Internet Tendency

Who Are The Best Market Forecasters?

Joachim Klement Klement on Investing

Friday, September 25

Oracle Feels The Force

Toby Nangle FT Alphaville

In The Age Of AI, Cash Is Still King

Telis Demos Heard On The Street

Stock Buybacks And The AI Boom

James Pethokoukis AEIdeas

How Non-Competes Damage the Labor Market

Barry Ritholtz The Big Picture

Tariff Exemptions are Big Business for Big Business

David Hebert The Daily Economy

Trump's China Tariffs Have Backfired

Veronique de Rugy Reason

Trump Tries To Plug Another Hole In the Tariff Dike

Clark Packard Cato @ Liberty