The FOMC was disturbingly vague -- but the finger is off the rate-cut trigger.
Donald L. Luskin
There Will Not Be Blood
Thursday, April 24, 2008
The surge in oil has been somewhat overdone, but at base it's a sign of improving growth prospects.
The Bear Stearns Bottom: One Month Later
Thursday, April 17, 2008
The economy stabilizes short of recession, and "inflation plays" emerge as "growth plays."
2 + 2 = 3 and 3 - 2 = 2
Monday, April 7, 2008
The Fed's new virtuous cycle changes the relationship of growth and inflation.
Inflation Inflection
Tuesday, March 25, 2008
The Fed pulls back from the inflationary brink, and we call the top on "inflation plays."
Three Quarter Profile In Courage
Wednesday, March 19, 2008
The Fed signals an end to endless rate cuts, and markets signal the Fed may have finally mastered the credit crisis.
Bernankruptcy
Monday, March 17, 2008
It's a wonderful panic, with Ben Bernanke playing Donna Reed. How will the movie end?
Gold $1000, Here We Come
Thursday, February 28, 2008
It's just a matter of time, with the Fed utterly oblivious to inflation risk.