The paradox of Bush's strategy is that he's ramping up political risk as his approval ratings decline.
Donald L. Luskin
Going for Broke?
Friday, February 28, 2003
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.
A Lott for Markets to Think About
Monday, December 16, 2002
There are both big positives and big negatives that could emerge from the Lott crisis -- while we wait, there's big uncertainty.