Donald L. Luskin

Enron, Krugman, and the Public Intellectuals
Monday, January 28, 2002
Donald L. Luskin
Paul Krugman and other pundits got splashed with Enron's mud last week. Should anyone care?
Biotech Comes Down With Enronitis
Thursday, January 24, 2002
Donald L. Luskin
The ImClone imPlosion has made a risky sector look even riskier. But that's not all that ails biotech.
Sobering Up
Tuesday, January 22, 2002
Donald L. Luskin
That New Year's party was fun. But now the markets and the economy are facing a deflationary reality that doesn't have a super-V in it.
Greenspan's Message, and Why It Clocked Stocks
Monday, January 14, 2002
Donald L. Luskin
In both text and subtext, Greenspan's message was bad news for equities.
Don't Blame the Long Bond!
Monday, January 7, 2002
Donald L. Luskin
The huge gap between bond yields and the "earnings yield" of stocks is all across the curve.
A Little Problem of Reality
Friday, January 4, 2002
Donald L. Luskin
The stock market is off with a bang for the new year. Can the real world possibly keep up?
The 1990s Boom-and-Bust: Learning the Wrong Lessons
Monday, December 31, 2001
Donald L. Luskin and David Gitlitz
How can we hope to restore the prosperity of the 1990s when no one understands why it ended?
Don't Believe Everything You Read Over and Over Again
Monday, December 24, 2001
Donald L. Luskin
There's a myth out there about the stock market signaling robust recovery. But believing it doesn't make it true.
Rebalancing Act
Thursday, December 20, 2001
Donald L. Luskin
Expect volatility: tomorrow all the major indexes rebalance -- so that means that all the major indexers will rebalance, too.
The Yield Gap, Sector by Sector
Wednesday, December 19, 2001
Donald L. Luskin
V-mania has afflicted technology stocks -- that's an opportunity both for asset allocators and sector allocators.