We're shocked... shocked! ...to find failure going on in this congress.
Donald L. Luskin
Europe Gets MAD
Tuesday, November 15, 2011
G-Pap opened Pandora's Box -- stocks are amazingly strong facing new risk of euro dissolution.
On the October Jobs Report
Friday, November 4, 2011
The numbers were good. No recession here. But the numbers were small. No growth, either.
On the November FOMC
Wednesday, November 2, 2011
A darker forecast now explains "operation twist" -- and the Fed stands ready to do more.
Not Crazy, Still Cheap
Monday, October 31, 2011
Stocks have soared as the equity risk premium has mean-reverted. Where to from here?
On Q3 2011 GDP
Thursday, October 27, 2011
How can 2.5% growth be at consensus, when the consensus expects a recession?
It's This Simple
Thursday, October 20, 2011
Either Europe blows up, or not. When it doesn't, we'll learn how much damage we've taken.
On the September Jobs Report
Friday, October 7, 2011
An upside headline surprise -- still weak, but encouraging when you look deeper inside.
Europe Fails, US Stocks Flail
Tuesday, October 4, 2011
The stench of systemic risk from Europe drives stocks to generational value levels.
Infectious Fear
Thursday, September 22, 2011
Recession creeps closer -- but absent a systemic hard-stop, stocks are amazingly cheap.