No one should be surprised. QE2 continues, as does the slow-motion melt-up in stocks.
Donald L. Luskin
Gold Hits Our $1500 Price Target
Wednesday, April 20, 2011
We're still bullish on gold, but it's not the "conviction trade" it was at $771.
Remembering the Real Ayn Rand
Thursday, April 14, 2011
The author of "Atlas Shrugged" was an individualist, not a conservative, and she knew big business was as much a threat to capitalism as government bureaucrats.
Growth Wins Another Skirmish
Monday, April 11, 2011
Last week's battle over spending strengthens one of the pillars of this bull market.
EUicide
Thursday, April 7, 2011
The ECB has pointlessly made Europe's debt burdens heavier, especially for the PIIGS.
Will the World End when QE2 Does?
Monday, April 4, 2011
No -- because it won't be the "end" of QE, only its completion.
On the March Jobs Report
Friday, April 1, 2011
A solid, if not spectacular, jobs report. The economy is firmly in second gear.
Oil Prices Won't Kill the Recovery
Tuesday, March 29, 2011
The 30% price spike to date isn't big enough to be a major shock, and the economy is less vulnerable today than it was in the expansion's late stages in 2008.
If Portugal Fell...
Thursday, March 24, 2011
...in the forest and no one was there to hear it, would it still make a noise?
On the March FOMC
Tuesday, March 15, 2011
The Fed continues to successfully remove itself as a source of uncertainty.