Shifts in valuations are hinting that there's growth out there beyond the risk of war.
Donald L. Luskin
Assessing the Tax-Cut: Part 1 -- The Dividend Windfall
Wednesday, January 22, 2003
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
Microsoft's "Starter Dividend"
Friday, January 17, 2003
Bush's tax-cut plan hasn't even been proposed to Congress yet, but it's already starting to work.
Born-Again Growth Advocacy
Wednesday, January 8, 2003
Bush's stodgy tax plan is blossoming into an important pro-growth initiative.
Gameplan for the New Year
Monday, January 6, 2003
A macro view of the major US asset classes, and a new Model Position in bonds.
Bush's Tax Cuts: Curb Your Enthusiasm
Thursday, January 2, 2003
Hopes for pro-growth tax policy initiatives are worse than dead -- they've never even been born.
A Lott for Markets to Think About
Monday, December 16, 2002
There are both big positives and big negatives that could emerge from the Lott crisis -- while we wait, there's big uncertainty.
Bush's Growth Deficit
Wednesday, December 11, 2002
If Stephen Friedman is out of step with Bush's economic ideology, why did Bush pick him in the first place?
The Tech Recovery -- But...
Friday, December 6, 2002
Is the NASDAQ saying that tech is back, or just that investors are now more risk tolerant?
Tech Out of Whack, Once Again
Monday, November 25, 2002
In the last month's recovery, technology stocks have become extremely overvalued relative to the rest of the market.