Are Markets Right In Expecting Immaculate Disinflation?

Vivekanand Jayakumar, Hill

It is too early to claim victory in the inflation battle or even to rule out a resurgence in underlying inflationary pressures.

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Still a Strong Case for Diversifying Your Source of Returns

Cliff Asness, AQRCapital

Regular readers probably noticed I've been talking a lot about value lately. While I'm all for shining the spotlight onto the value dislocation, my colleagues also continue to produce a great breadth...

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It's the Lack of Recession Driving This Rally

Joseph Calhoun, Alhambra Investments

Your cares and troubles are gone There'll be no more from now on! Happy days are here again! The skies above are clear again Let us sing a song of cheer again Happy days are here again! Lyrics: Jack...

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Slow News As Pundits Question $'s Reserve Status

Market Minder, Fisher Investments

Reheated reserve currency fears remain overblown.

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Mike Gallagher's Attacks On TikTok More Perilous Than TikTok

John Tamny, RCM

"Is there such a thing as a private company in China? I'm not sure there is." Those are the words of GOP Rep. Mike Gallagher, who is heading up a new House committee that the Wall Street Journal...

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The Main Fibs President Biden Will Tell In His SOTU

Stephen Moore, New York Post

When President Joe Biden issues his State of the Union address Tuesday night, he will proclaim victory on the nation's economy. Most Americans are going to wonder what country he's talking about.…

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What To Read Before SOTU

Kiera Manser, Rose Khattar & Ben Olinsky, Ctr. for Am. Progress

The economy; democracy and the courts; and community safety and gun violence are expected to be at center stage as President Biden prepares to address the nation during his second State of the Union...

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