The successful Iraq election opens a window for pro-growth policy success.
Donald L. Luskin
The Purple Finger of Fate
Thursday, February 3, 2005
Monday, January 24, 2005
Stocks are exaggerating the risk that the Social Security debate is getting out of control.
Waiting for the River
Tuesday, January 18, 2005
It's another high-stakes hand of Texas Hold-'em, Bush style.
The Rate Stuff
Wednesday, January 5, 2005
The new year begins with a rate scare for stocks -- and a buying opportunity.
Social Security: Politics and Economics
Tuesday, December 21, 2004
The inner financial and political dynamics of Social Security reform, and what they mean for markets.
Next Year's Miracle
Tuesday, December 14, 2004
Here's the likely shape of Bush's big bet for 2005: Social Security reform with private accounts.
We've Only Just Begun
Friday, December 3, 2004
There's still air in the "bubble of fear" -- and room on the upside for stocks.
Stop Worrying and Love the Bond?
Thursday, November 18, 2004
No -- bonds are as wrong as the Fed is if they imagine there is no inflation threat.
Unlocking "The Bush Rally"
Friday, November 12, 2004
Election: click. Oil: click. Economy: click. The Fed: clunk!
A Big Score
Friday, November 5, 2004
Bush wins. Stocks win. And the political futures markets win.