It may no longer be a "wealth creation machine," but Cisco is going to keep Silicon Valley alive for at least another quarter.
Donald L. Luskin
Wednesday, August 7, 2002
The Earnings Party Where Nobody Came
Friday, August 2, 2002
The strange dynamics of the past earnings season -- upside surprises, downside revisions, and an uptick for tech.
Eyeing the Hurricane
Wednesday, July 31, 2002
The market's "reflexive" spiral has burned itself out for the moment -- leaving the S&P 500 still significantly undervalued.
Wednesday, July 24, 2002
Stocks are extremely cheap and extremely destabilized. But taking a long-term view -- they may really be extremely normal.
Value and Chaos
Monday, July 22, 2002
The market's cheaper than it's been in 14-1/2 years. But what will it take to break out of this "reflexive" death-spiral?
Wednesday, July 17, 2002
When the Treasury Undersecretary says the market is overvalued, you'd better listen -- because the Bush administration is making it so.
Stock Options Expense: One Step Ahead of the Law
Tuesday, July 16, 2002
Coca Cola and Washington Post may be making a virtue of necessity by volunteering to expense options -- but they're an example of how free markets can enforce corporate accountability.
Triple Witching Hour for the Stock Options Tax-Hike
Monday, July 15, 2002
In the super-charged anti-business atmosphere of Washington, the dreaded Levin-McCain stock options bill -- S.1940 -- is at-the-money.
A Techless Recovery?
Wednesday, July 10, 2002
In tech, recovery is elusive and stocks are still rich. The Old Economy is now the engine of recovery -- and it's cheap.
The End of the World[Com]
Wednesday, June 26, 2002
The latest accounting bombshell will have investors wondering "what is reality?" It could create a great buying opportunity.