Commentary


No, We Aren’t In An AI Bubble. Here’s What to Watch.

This isn’t the return of the dot-com era, Mark A. Jamison writes in a guest commentary.

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Argentina’s Milei May Have Put the Nail in the Coffin of Peronism

Investors in the serially defaulting nation may finally have reason to hope, Gregory Makoff writes in a guest commentary.

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The Quiet Revolution Taking Shape in 401(k)s

Mutual fund share classes of ETFs could strongly benefit retirement savers, Anna Paglia writes in a guest commentary.

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The Private Credit Bubble That Isn’t

Alarm over increased lending is misplaced, Mike Kelly writes in a guest commentary.

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The Market Is Complacent About New Russia Oil Sanctions. These Ones Are Serious.

New U.S. sanctions on Rosneft and Lukoil have more sticking power than the market reaction suggests, Ben Cahill writes in a guest commentary.

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The U.S. Gas Boom Needs Ships. They Aren’t Being Built Fast Enough.

The U.S. LNG industry will start facing restrictions just as export volumes are set to surge, Leslie Palti- Guzman writes in a guest commentary.

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A Paramount-Warner Deal Will Sour. I Won’t Be Surprised.

The deal would be no different from the failures that preceded it, Bill Saporito writes in a guest commentary.

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The U.S. Can Secure Rare Earths in China’s Own Backyard

China’s neighbors might hold the key to a growing problem, Joseph Epstein writes in a guest commentary.

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How Democracy Is Being Undone—and What to Do About It

Democracy isn’t collapsing from single blows. It is being chipped away—internally and externally. To survive, it requires decisive action, William Priest writes in a guest commentary.

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Gold’s Volatility Is No Argument Against a Gold-Backed Dollar

Gold is on a roller coaster. But the price would stabilize if it had a standard, writes Alexander William Salter in a guest commentary.

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Why Warren Buffett’s Investing Style Will Outlast AI

Temperament and time have always been the value investor’s true edge. AI hasn’t changed that, Fritz and Phillip Hauser write in a guest commentary.

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For Too Many Young People, Investing Is Like Gambling. It’s a Warning Sign.

Gen Z seems to expect entertainment from the investing experience, Ronald J. Kruszewski writes in a guest commentary.

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Crypto Treasury Companies Are the New SPACs

They are both vulnerable to booms and catastrophic busts, Elizabeth Menke writes in a guest commentary.

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AI Is Making Jobs, Not Taking Them

The worriers are looking at the issue from the wrong perspective, Jonathan Welburn and Vegard M. Nygaard write in a guest commentary.

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The Ukraine War Will Be Settled in Beijing, Not Moscow

China will make the moves that decide whether the war escalates or draws down, Ram Charan writes in a guest commentary.

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Bessent Is Paying for Milei to Repeat Argentina’s Mistakes

A blank check merely finances capital flight, Desmond Lachman writes in a guest commentary.

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Allan Sloan: Dear Trump, Quit Negotiating in Public. The Markets Need a Break.

Please keep your bargaining over economic matters private.

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The Global Order That China Doesn’t Want Us to Build

The world has better alternatives to what Beijing is offering, John Austin writes in a guest commentary.

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The Fed Has Been Flying Blind. It Doesn’t Have To.

As traditional economic indicators become obscure, the Fed should recalibrate its focus on inflation and growth, Brij Khurana writes in a guest commentary.

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Prediction Markets Can Help the Fed Solve Its Data Problem

If the government can’t deliver what the Fed needs, it may be time to turn the free market, Derek Horstmeyer writes in a guest commentary.

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Ending Quarterly Reports Won’t Fix Companies’ Accounting Issues. What Would.

SEC reporting is in need of a larger regulatory overhaul, Martin E. Persson writes in a guest commentary.

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Investors Don’t Fear the Shutdown. Maybe They Should.

Not even the prospect of an extended government shutdown has dented the country’s outlook, as measured by its financial markets, Christopher Smart writes in a guest commentary.

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The Economy Is Walking A Tight Rope. What Could Trip It Up.

Continued productivity growth is essential for positive economic outcomes in coming years, Olivia White, Rebecca J. Anderson, and Jan Mischke write in a guest commentary.

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The Political Arms Race at the Heart of the Government Showdown

The fight over government spending is the latest escalation in an ongoing budget war, Casey Burgat writes in a guest commentary.

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Finally, Tariffs the Stock Market Likes. Why Pharma Levies May Do the Trick.

His new drug policies have excited investors, Christopher Tang writes in a guest commentary.

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