The new year begins with a rate scare for stocks -- and a buying opportunity.
Donald L. Luskin
The Rate Stuff
Wednesday, January 5, 2005
Social Security: Politics and Economics
Tuesday, December 21, 2004
The inner financial and political dynamics of Social Security reform, and what they mean for markets.
Next Year's Miracle
Tuesday, December 14, 2004
Here's the likely shape of Bush's big bet for 2005: Social Security reform with private accounts.
We've Only Just Begun
Friday, December 3, 2004
There's still air in the "bubble of fear" -- and room on the upside for stocks.
Stop Worrying and Love the Bond?
Thursday, November 18, 2004
No -- bonds are as wrong as the Fed is if they imagine there is no inflation threat.
Unlocking "The Bush Rally"
Friday, November 12, 2004
Election: click. Oil: click. Economy: click. The Fed: clunk!
A Big Score
Friday, November 5, 2004
Bush wins. Stocks win. And the political futures markets win.
Don't Miss the Obvious
Tuesday, November 2, 2004
A bubble of fear has driven stocks to deep undervaluation, and that bubble is about to burst.
Y2K Then, EY04 Now
Monday, October 25, 2004
Democrats say they will litigate the election -- and markets believe them.
Friday, October 15, 2004
Some important things are broken. But stocks are priced as though they can never be fixed.