Oil production is becoming a modern manufacturing process, with frackers using the ‘just-in-time’ approach.
Donald L. Luskin
The Shale Boom Shifts Into Higher Gear
Monday, June 1, 2015
Ms. Yellen, We Don't Quite Agree
Thursday, May 21, 2015
Stocks aren't cheap, but they aren't scary rich. Rising earnings can offset a yield back-up.
Wednesday, May 13, 2015
Rising yields mean we just avoided history's first recession caused by low oil prices.
On the April Jobs Report
Friday, May 8, 2015
We crawl into Yellen's decision-averse mind to see numbers that don't clear the liftoff hurdle.
On the April FOMC and Q1-15 GDP
Wednesday, April 29, 2015
The oil shock hits CAPEX and imports -- "transitory" or not, June liftoff is off the table.
Monday, April 27, 2015
As crude hits the top of our predicted 2015 trading range, we look ahead to $15-$40 oil.
Dollar Strength: A Crude Connection
Thursday, April 23, 2015
Two quarters of earnings-wrecking dollar strength is all about oil -- so it's about over.
Thursday, April 16, 2015
The DICK-tators at the ECB declare a QE victory for a recovery already in place for years.
From March Badness to a Monday Miracle
Tuesday, April 7, 2015
No, Wisconsin! But how about the market's reaction to that bad miss on March jobs?
On the March Jobs Report
Friday, April 3, 2015
Payrolls fall to earth, while hourly wages climb. Will Yellen see this as "full employment"?