In the war on capitalism, the Microsoft decision was an important victory for the capitalists -- because it shows that victory is possible.
Donald L. Luskin
Resistance is Not Futile
Tuesday, November 5, 2002
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.
The Jihad Against Accounting Fraud
Friday, September 27, 2002
The legislative attack on accounting fraud isn't about accounting -- it's about political power, and higher taxes.
Let's Play Survivor
Tuesday, September 24, 2002
It's now a game of life and death in techland. For most portfolio managers, what counts is picking the best survivors.
Letters re: Another Option on Options
Tuesday, September 17, 2002
Luskin and Brenner strike back, answering a critic of their approach to accounting for options expense.