Does gold need an engraved invitation? QE3 is coming soon to an economy near you.
Donald L. Luskin
Sell in May and Go Away -- Volume 3?
Thursday, May 10, 2012
Still just a correction, but now it has a dangerous theme -- existential risk to the euro.
The 2013 Fiscal Cliff Could Crush Stocks
Saturday, May 5, 2012
Do the math on dividend taxes. Yields lower, stock prices lower -- maybe by 30%.
On the April Jobs Report
Friday, May 4, 2012
A bogus drop in unemployment. Fed doves now have two excuses in a row for easing.
On Q1 2012 GDP
Friday, April 27, 2012
The consumer is alive and well -- everyone has been focusing on the wrong "new normal."
On the April FOMC
Wednesday, April 25, 2012
The FOMC darkens its language, lightens its forecast, and does nothing -- yet.
A Glass of Snapple, Half Full
Friday, April 20, 2012
Forward EPS at new highs, with no Apple. Stocks are getting to be a value play again.
Bad Friday for Jobs
Monday, April 9, 2012
At last a correction in stocks, and in the belief that the labor market has turned the corner.
Snapple, not Kool-Aid
Monday, April 2, 2012
Apple mattered to Q1 performance -- but it says nothing about valuation, or faster growth.
We Love Our New iPhone, But...
Thursday, March 22, 2012
...without Apple, S&P 500 forward earnings wouldn't be at new highs -- they'd be off 2.4%.