The Fed's finally fighting deflation -- but if deflation is already subsiding, then they're making a whole new world of risk.
Donald L. Luskin
A Deflation Dichotomy
Monday, November 18, 2002
Harvey, We Hardly Knew Ye
Wednesday, November 13, 2002
Harvey Pitt and Robert Herdman were helping companies transition to higher levels of regulatory compliance -- it will be a riskier market without them.
Don't Get Swept Away by the Sweep
Wednesday, November 6, 2002
The GOP sweep lessens the odds of two years of worsening policy stagnation. But it's not exactly a third term for Ronald Reagan.
Resistance is Not Futile
Tuesday, November 5, 2002
In the war on capitalism, the Microsoft decision was an important victory for the capitalists -- because it shows that victory is possible.
Will Spring Return in the Growth?
Wednesday, October 30, 2002
Value can only take the stock market so far. Stocks are all about growth.
Wednesday, October 16, 2002
Earnings season was full of pleasant surprises -- until Intel. But was Intel's miss really a surprise.
Godzilla Meets Bambi
Tuesday, October 15, 2002
Capital markets priced for the worst are reacting well to a little good news.
1001 Bearabian Nights
Thursday, October 10, 2002
By Monday we could be in the longest bear market in history -- and it was all caused by one man.
Earnings Tell the Tale
Thursday, October 3, 2002
Our anemic "techless recovery" is perfectly reflected in corporate earnings.
Q1 2000 Upside Down?
Tuesday, October 1, 2002
Learning about what hopefully is 2002's bottom by looking at 2000's top.