Excess liquidity will absorb subprime's problems -- a Fed bailout would only add to inflation.
Donald L. Luskin
Monday, February 26, 2007
Enough Good News for a Correction
Friday, February 16, 2007
With Bernanke on indefinite hold and tax risk reduced, what's left to rally stocks?
Chairman Bernanke's Year of Living Dangerously
Thursday, February 8, 2007
In his second year, Bernanke will have to pay the price for the risks he took in his first.
Gold Versus Goldilocks
Friday, February 2, 2007
The problem with this stock market rally is that inflation plays are leading it.
Monday, January 22, 2007
The era of tax cuts is over, and a new era of tax risk has begun.
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.