Contrarians Take the Market's Temperature

Howard Marks, Oaktree Capital

Five calls in 50 years.

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Slow Burn Minsky Moments

James Montier, GMO

James Montier lays out a framework for spotting economic vulnerabilities associated with the build-up of private sector debt and what to do in the face of these "slow burn Minsky moments."

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The Trillion-Dollar Grift: Inside the Greatest Scam of All Time

Sean Woods, RS

The pandemic relief was the biggest bailout in history, and it opened the door to wide-scale fraud the likes of which no one had ever seen — more than three years later, we still don't know how...

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The 100 Billion Dollar Bet On Syracuse

David Rotman, MIT Technology Review

Can a massive infusion of money for making computer chips transform the economy of Syracuse and show us how to rebuild the nation's industrial base?

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If You Hate Harvard When It's 'All About Money,' Wait Until It Isn't

John Tamny, RCM

In a recent piece about Harvard's admission practices, the excellent Allysia Finley wrote that they're "all about money." Unfortunately, Finley wrote the latter in pejorative fashion. To see why,...

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Equity-Like Returns With Less Risk

Richard Clarida, PIMCO

High-quality fixed income assets may offer the best return potential in more than a decade along with diversification benefits as a likely recession approaches.

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Making a Case for 2023 As the Year of Copper

William McDonough, RealClearMarkets

Copper has been in demand since ancient times thanks to its beauty and strength, but 2023 could be the year that investors should pay it the most attention. The current push for sustainability has...

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