Stocks have pulled back from a value abyss -- shades of March, 2003.
Donald L. Luskin
Thursday, May 12, 2005
Department of Corrections
Wednesday, May 4, 2005
The FOMC corrected its statement yesterday -- but when will the Fed correct the bond market.
Inflation: Disagreement Among Friends
Tuesday, April 26, 2005
Even economists who respect market-based price signals are missing the evidence of more inflation yet to come.
Tsunamis! Killer Asteroids! Protectionism!
Thursday, April 21, 2005
Add another one to the list of risks driving stocks to historic undervaluation.
Back to Square One
Friday, April 15, 2005
In growth-sensitive markets now, it's as though the presidential election never happened.
Waiting for a "Swift Boats Moment"
Thursday, April 7, 2005
Undervalued stocks need a catalyst that clears the overhang of tax policy risk.
The End of a Theme
Tuesday, March 29, 2005
If the Fed follows through, it's good for stocks and bad for the reflation/inflation plays.
Monday, March 21, 2005
The Fed finally awakens to the inflation threat -- and in time to remain "measured."
Monday, March 14, 2005
Undervalued stocks have absorbed the inflation scare that has devastated bonds.
Thursday, March 3, 2005
Social Security reform is tied to the Bush growth agenda -- and both are still in play.