No -- bonds are as wrong as the Fed is if they imagine there is no inflation threat.
Donald L. Luskin
Stop Worrying and Love the Bond?
Thursday, November 18, 2004
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.
Don't Miss the Obvious
Tuesday, November 2, 2004
A bubble of fear has driven stocks to deep undervaluation, and that bubble is about to burst.
Y2K Then, EY04 Now
Monday, October 25, 2004
Democrats say they will litigate the election -- and markets believe them.
Friday, October 15, 2004
Some important things are broken. But stocks are priced as though they can never be fixed.
Getting Back Into Whack
Tuesday, October 5, 2004
Political markets, capital markets and labor markets are all recovering from extreme disequilibriums.
Many A Slip
Friday, October 1, 2004
Bush missed the whisper number last night. Time to start whispering about October 8.
Bush Out of Whack
Wednesday, September 22, 2004
How come markets haven't rallied as much as George Bush has?
On Bush Under Speculative Attack
Tuesday, September 14, 2004