GETTING AHEAD OF
THE BIG IDEAS THAT ARE ABOUT THE MOVE THE WORLD
Europe Gets MAD
November 15, 2011
G-Pap opened Pandora's Box -- stocks are amazingly strong facing new
risk of euro dissolution.
To Get Rich is Glorious Again
December 7, 2010
The extension of the Bush-era tax cuts symbolizes that capital
is still welcome in America.
Commodity Prices: Blame the Indexers?
May 28, 2008
It's an intriguing idea -- but to the extent
it's true, it's only a temporary effect.
February 26, 2007
liquidity will absorb subprime's problems -- a Fed bailout would
only add to inflation.
Avian Flu: Risk and Opportunity
March 6, 2006
When infected birds show up on US soil this
year, it will be a further windfall for biotech companies.
October 5, 2005
The pro-energy and anti-consumer consensus is
ripe for reversal.
The Politics of Expansion
November 10, 2003
The conventional wisdom is catching up to the
market in seeing the economic expansion -- and that presents some new risks.
Microsoft's Options Reboot
July 9, 2003
Ending option grants could be the prelude to
paying out Microsoft's $46 billion hoard.
Resistance is Not Futile
November 5, 2002
In the war
on capitalism, the Microsoft decision was an important victory for the
capitalists -- because it shows that victory is possible.
Tempting the Monetary Fates?
June 27, 2002
Calls for the Fed to ease now are as misguided
as were the calls for tightening two months ago.
Stock Options Expense: The
May 15, 2002
Donald Luskin and
are insisting that options expense be included in income statements -- but
they'll be shocked when they learn how big these expenses really are.
Penron II: More Pension Tension
February 27, 2002
Enron's new pension scam will throw light on
ugly pension realities across the board.
Enronic Cleansing: Be Warned
February 22, 2002
The New York Post stories about Cisco
are a template for attacking every technology company in America.
Penron? Truth and Hype about
February 19, 2002
The impact of pension problems on earnings and
balance sheets is bad enough without imagining it's another Enron.
Biotech Comes Down With
January 24, 2002
imPlosion has made a risky sector look even riskier. But that's not all that
Deflation's Just a Bugaboo?
November 15, 2001
Think again. The Fed's tight-fistedness has us
on the brink of a Japan-style cycle of falling prices.
"Get the Hell Out of My Way!"
November 2, 2001
Antitrust laws are a tax -- and there are some
signs that there may be a tax cut coming.
GOP to Greenspan: Drop
September 28, 2001
Republicans are furious that Alan Greenspan is siding with Robert Rubin and
the Democrats against tax cuts -- and as he drains liquidity from the
system, the only winner in this trainwreck will be bonds.