Donald L. Luskin

Council of Institutional Investors Wish May Backfire
Monday, April 15, 2002
Donald L. Luskin
Under Senate Bill 1940, every company that issues stock options would be hit with an enormous tax hike -- but technology companies that use options extensively would be hit especially hard.
Expectations and Realities for Earnings Season
Thursday, April 11, 2002
Donald L. Luskin
Expectations still run rampant. But this earnings season, reality may get the upper hand.
Can Anybody Here Play This Game?
Thursday, April 4, 2002
Donald L. Luskin
How we can rely on faulty analyst estimates to gauge value in the markets? Because sometimes stock prices are even worse.
The Pension Headwind: The Final Tally
Thursday, April 4, 2002
Donald L. Luskin
Fiscal 2001 is now officially over, so we can survey the damage to pension assets last year, and predict the hit to earnings this year.
Tech Hits the Wall
Wednesday, April 3, 2002
Donald L. Luskin
Pass the "V"-agra! The steady march of upward earnings revisions from the September lows has stalled out.
Up Against the Pension Headwind
Wednesday, March 27, 2002
Donald L. Luskin
As corporate earnings attempt to recover in 2002, they face a huge locked-in obstacle from lower pension returns -- no matter how well the market performs.
Options Legislation would Bring On a Tech Industry Depression
Tuesday, March 26, 2002
Donald L. Luskin
Kicking Silicon Valley when it’s down with a huge tax increase is a dangerous idea.
The NASDAQ's Wyle E. Coyote Recovery
Thursday, March 21, 2002
Donald L. Luskin
There's lots of happy-talk about recovery. But we still say the NASDAQ is fighting the tides of value, risk and history.
Beware of Senators Bearing Tax Hikes
Friday, March 15, 2002
Donald L. Luskin
Don't kid yourself that S.1940 is about earnings transparency. It's all about hidden taxes.
Intel: Dead in the Water
Friday, March 8, 2002
Donald L. Luskin
The economy is supposed to be recovering. So why isn't Intel?

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