It doesn't require a perfect economy to justify substantial stock market gains in 2011.
Donald L. Luskin
Eyeing an Exit from "No Exit"
Thursday, November 18, 2010
Political stabilization destabilizes the safety net, while higher yields signal QE2 is working.
Stock Outlook: Differences Make a Difference
Wednesday, November 10, 2010
Upgrading our view on stocks and the economy, with no crazily optimistic assumptions.
On the November FOMC
Wednesday, November 3, 2010
If it's sell on the news for QE2, buy the dip: the Fed won't quit till it works.
The Pendulum Swings Back
Monday, November 1, 2010
The battle to extend Bush-era tax rates will be the first test for a new political alignment.
On Q3 GDP
Friday, October 29, 2010
The "Zarnowitz Law" has been repealed. After a record drop, the economy refuses to grow.
Sell on the Leak?
Wednesday, October 27, 2010
The new conventional wisdom is QE will be small -- but committees do unexpected things.
Sell On Good News
Wednesday, October 20, 2010
Correction is inevitable, but our instinct is that there will be a better moment to sell.
Risk-On Hearts QE2
Thursday, October 14, 2010
Gold, sure. But do rising stocks really mean more Fed asset purchases will boost growth?
On the September Jobs Report
Friday, October 8, 2010
Today's go-nowhere numbers put pressure on congressional incumbents and the Fed.