Unless a "V" recovery va-va-va-vooms into earnings and reflation hard and fast, we've got an unbalanced market that favors a shift out of tech stocks and into bonds.
Donald L. Luskin
It Could Be Worse... But That Doesn't Mean It'll Get Better
Monday, December 3, 2001
We've rallied back from death's door -- but we're still well within the context of recession.
Deflation: Early Hopes, and the Metrics of Headwinds
Friday, November 30, 2001
Some smart people are talking about an end to deflation -- but if it keeps going, here are some facts you need to know.
Laffer's Curveball
Wednesday, November 21, 2001
Arthur Laffer must be rolling in his grave. Wait... he's still alive!
Deflation: The Basics
Monday, November 19, 2001
Deflation is not falling prices. Deflation is not economic contraction. Deflation is when the Fed screws up.
Cisco's Twelve-Step Program for Recovering Techstocks
Tuesday, November 6, 2001
Last night we saw a new John Chambers and a new Cisco -- with a new confidence born of having confessed the worst. But the market may not like the truth.
After Broken Windows: Open Windows
Monday, November 5, 2001
The Microsoft settlement isn't perfect, but it's a victory for the forces of growth and recovery -- and a slap in the face to the enemies of free markets.
Get the Hell Out of My Way!
Friday, November 2, 2001
Antitrust laws are a tax -- and there are some signs that there may be a tax cut coming.
Beyond Broken Windows: What if the Market is Right?
Monday, October 29, 2001
The market seems to think a world at war with terror is good for business. It's time to start understanding why.
Portfolio Secrets of Neutron Jack
Thursday, October 25, 2001
In hard times, the most powerful companies don't just survive. They get stronger. And those are the stocks you want.