The era of tax cuts is over, and a new era of tax risk has begun.
Donald L. Luskin
Monday, January 22, 2007
Update to our Equity Sector Forecasts
Thursday, January 11, 2007
Tech and Telecom driven by Democrats -- Energy and Materials driven by seemingly everything.
A Break in Trend
Monday, January 8, 2007
Stocks have drooped just as investors had become complacent, and growth visibly reaccelerates.
It Was a Very Good Year
Friday, December 29, 2006
We were right that stocks would dominate in 2006 -- the trick in 2007 will be to call the top.
Monday, December 18, 2006
Mixed signals prolong "Indian summer," but they're no cause for complacency.
Net Neutrality Not Neutered
Thursday, December 14, 2006
Two big defeats for "net neutrality" regulation don't make a deregulatory trend.
Walk the Hawk
Thursday, November 30, 2006
The "inflation plays" smell blood in Ben Bernanke's water.
Tuesday, November 21, 2006
How long can stocks make hay until the Fed lowers the boom?
Stock Market Exit Poll
Wednesday, November 15, 2006
Equity sectors are already responding to the Democratic congressional sweep.
Wednesday, November 8, 2006
The Democrats did better than expected, but it's not a lurch toward anti-growth policy.