Newsclips
Does 5% Cut It?
September 25, 2026
Commentary & analysis of selected stories on September 25, 2026
Commentary & analysis of selected stories on September 25, 2026
Commentary & analysis of selected stories on September 24, 2026
Commentary & analysis of selected stories on September 23, 2026
Commentary & analysis of selected stories on September 22, 2026
A replay of our September 24, 2026 conference call.
The risk worth worrying about is not that AI fails. It is that AI succeeds. Booming growth with falling prices sounds like the best outcome available, but what if it's a problem?
Commentary & analysis of selected stories on September 21, 2026
Jim Bianco suggests that the Federal Reserve's unanimous 12-0 vote indicates a single point of authority—potentially giving political leadership direct influence over policy if the rest of the board falls in line.
Democrats now lead the generic ballot and Trump's approval is near a cycle low, but Republicans are sitting on a fundraising advantage that could top $1 billion.
Commentary & analysis of selected stories on September 18, 2026
Commentary & analysis of selected stories on September 17, 2026
Commentary & analysis of selected stories on September 16, 2026