Stocks will have to obey Stein's Law: "If something cannot go on forever, it will stop."
Donald L. Luskin
In Defense of "Flash" Trading
Thursday, August 27, 2009
It's no different from selling your house without a real estate listing.
Fed Still On The T-Bond Sidelines
Monday, August 24, 2009
Kohn's Jackson Hole remarks don't mean more long-term bond buys are coming.
Great... Now What?
Friday, August 21, 2009
A round-up of our strategic views now that the global economy has hit bottom.
On the August FOMC
Wednesday, August 12, 2009
Not buying more Treasury bonds is hardly news, and hardly an exit strategy.
A Greener Kind of Shoot
Friday, August 7, 2009
A sign that the economy isn't just falling more slowly, but actually starting to grow.
Still Waiting for that "New Era"
Friday, July 31, 2009
Revised GDP data deepens doubt about seemingly inevitable consumer retrenchment.
Can the Fed Identify Bubbles Before They Happen?
Wednesday, July 29, 2009
The New York Fed’s president says it can. If only it were that easy.
America's Next Top Fed Model
Monday, July 27, 2009
Markets rightly expect Bernanke to stay, and Summers would be a destabilizing surprise.
The Fed's Bond Boo-Boo
Friday, July 24, 2009
The FOMC knows its $300 billion bond buy was a mistake -- it won't be buying more.