Still no "new era" of consumer retrenchment -- but no investment renaissance, either.
Donald L. Luskin
Promise Keepers
Tuesday, October 27, 2009
Next week the FOMC will repeat its assurance to keep rates low for "an extended period."
Geithner and the Dollar: That's Not My Job
Thursday, October 15, 2009
For Treasury, it's not a problem at all -- and even if it is, it's the Fed's.
Gold at All-Time Highs
Wednesday, October 7, 2009
Believe it: the crisis of deflation has been turned into the problem of inflation.
Inflation Returns
Thursday, October 1, 2009
The Fed fears unemployment more than rising prices.
Warsh's Warning
Monday, September 28, 2009
Okay, so the Fed won't be easy forever. Just almost forever.
Gold Above $1000: What Took So Long?
Wednesday, September 16, 2009
The Fed had to fix its bond boo-boo first, but now it's free to inflate -- and it will.
On the July Jobs Report
Friday, September 4, 2009
Job losses continue to slow, but unemployment is more of a "roach motel" than ever.
Monster Rally
Monday, August 31, 2009
Stocks will have to obey Stein's Law: "If something cannot go on forever, it will stop."
In Defense of "Flash" Trading
Thursday, August 27, 2009
It's no different from selling your house without a real estate listing.