The Treasury's move will help stabilize housing and credit markets, and take pressure off the Fed.
Donald L. Luskin
Perception, Election, Reality and Risk
Friday, September 5, 2008
Bleak sentiment is way overblown -- but some real risks are getting closer and closer.
The Dollar: We're Not Buying It
Tuesday, August 26, 2008
The Fed's easy posture simply doesn't support a sustained dollar rally.
Gold: Is Enough Enough?
Wednesday, August 13, 2008
The drop in the "inflation plays" is overdone in light of worsening inflation risks.
No Get Out of Inflation Free Card
Wednesday, August 6, 2008
Inflation-sensitive markets have been distracted by oil -- soon they'll turn to the Fed.
All Cross, No Current
Friday, August 1, 2008
Stocks are cheap near-term amidst a jumble of conflicting data, news and politics.
Indecision and Inflation
Tuesday, July 22, 2008
As stocks have recovered, so has a glimmer of hope that the Fed might get it right.
Stocks are Cheap, But the Fed's Asleep
Tuesday, July 15, 2008
Hard to believe, but a rally is imminent. But long-term, the Fed has tragically missed the inflation-fighting window.
Will the GSE Rescue Work?
Monday, July 14, 2008
The rescue is feasible, and should go a long way toward restoring confidence.
From Correction to Test to Bear Market
Thursday, July 10, 2008
We're not scared by bears on the cover of Barron's. We're scared that Bernanke will blow it.