Warren Buffett's perplexity reflects the market's paradoxical combination of growth and value plays.
Donald L. Luskin
Thursday, March 6, 2003
Going for Broke?
Friday, February 28, 2003
The paradox of Bush's strategy is that he's ramping up political risk as his approval ratings decline.
Techstocks: Recovery Play and War Hedge
Tuesday, February 18, 2003
Techstocks have beaten the market this year -- thanks to both economic recovery and the risks of war.
Understanding War Risk
Wednesday, February 12, 2003
Yes, the markets fear the risk of war -- but it's a risk with both a downside and an upside.
Monday, January 27, 2003
Shifts in valuations are hinting that there's growth out there beyond the risk of war.
Assessing the Tax-Cut: Part 1 -- The Dividend Windfall
Wednesday, January 22, 2003
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
Microsoft's "Starter Dividend"
Friday, January 17, 2003
Bush's tax-cut plan hasn't even been proposed to Congress yet, but it's already starting to work.
Born-Again Growth Advocacy
Wednesday, January 8, 2003
Bush's stodgy tax plan is blossoming into an important pro-growth initiative.
Gameplan for the New Year
Monday, January 6, 2003
A macro view of the major US asset classes, and a new Model Position in bonds.
Bush's Tax Cuts: Curb Your Enthusiasm
Thursday, January 2, 2003
Hopes for pro-growth tax policy initiatives are worse than dead -- they've never even been born.