RealClearMarkets Week of July 27, 2026 Archives

RealClearMarkets Off The Street

Monday, July 27

Quagmire of the Vanities

Paul Krugman Paul Krugman

Saying The Quiet Part Out Loud

Joseph Calhoun RealClearMarkets

The Mess Is Your Moat

Torsten Slok Apollo

Google Cloud Growth Rate Converges With Nvidia

Tomasz Tunguz Tomasz Tunguz

Picking Stocks In A Bloodbath

Ben Carlson A Wealth Of Common Sense

For The Bond Market Tariff Revenue Is Just A Side Hustle

Kyle Handley Cato

Tuesday, July 28

Is The Widowmaker Trade Finally Paying Off?

Ryan Avent FT Alphaville

How Government Is Making BLTs More Expensive

Eric Boehm Reason

Four Cynical Things I Think Are Bullish For Stocks

Sam Ro TKer by Sam Ro

The Real Risk-Free Rate

Christine Benz & Amy C. Arnott Morningstar

Meta's Secret Louisiana Data Center Deal

Eli Tan & Maureen Farrell New York Times

Real Estate's Penthouse View

Bespoke Bespoke Investment Group

Policy Uncertainty Is Muddling Retirement Planning

Alicia H. Munnell CRR

Wednesday, July 29

The Public Is the Exit

J.C. Parets Trend Labs

Always Choose The Good Soap

Jason Snell Six Colors

No, It's Not 'House Money'. It's Your Money.

Jason Zweig The Intelligent Investor

"It's Only 7 Stocks": You Can't Say That Anymore

Matt Cerminaro Chart Kid Matt

Making a Statement

Claudia Sahm Stay-At-Home Macro (SAHM)

Trump’s Tariff Addiction

Wolfgang Munchau UnHerd

The Cash Machine

Nick Nemeth Mispriced Assets

Thursday, July 30

What Makes A Woman A Witch?

Lucianne Tonti The Guardian

Why Capitalism Is The Most Moral Economic System

John Stossel Reason

Marked To Make Believe

Anthony Isola A Teachable Moment

4 Ways Portfolio Diversification Has Paid Off in 2026

Dan Lefkovitz Morningstar

What's So Special About a 2% Inflation Rate

Joachim Klement Klement on Investing

Why AI Makes Central Banking Harder

Neil Irwin Axios

Jones Act Waiver Opens New Trade Routes

Colin Grabow Cato @ Liberty