Donald L. Luskin
Gold $1000, Here We Come
Thursday, February 28, 2008
It's just a matter of time, with the Fed utterly oblivious to inflation risk.
The Other Winners in the Credit Crisis
Tuesday, February 19, 2008
If you didn't short risky credits, being long inflation has been the place to be.
Waiting Game
Friday, February 15, 2008
Passive and gradualist, the Fed is prolonging the credit crisis and the soft-spot.
Obamanation
Tuesday, February 5, 2008
The ascendance of Barack Obama brings anti-growth political risk into focus.
Jump! How High? Cut! How Low?
Thursday, January 31, 2008
The Fed's appeasement of market panic has brought us to where further rate cuts may do more harm than good.
Fed Cred Dead?
Tuesday, January 22, 2008
Even as it saves the world, the Fed can't quite get it right.
Another Leg Lower
Monday, January 21, 2008
The monoline insurer crisis is uniquely dangerous, and the Fed is losing credibility at the same time.
Throwing the Baby Out with the Kitchen Sink
Wednesday, January 16, 2008
Even great news is taken as proof that we're heading into recession, or already there.
The End of the World, Part 3
Monday, January 7, 2008
Another market "tantrum" tests the August/November lows for stocks.