With new political uncertainties and no valuation tailwinds, the tech sector is suddenly not so compelling.
Donald L. Luskin
Tech: Back in Harm's Way?
Thursday, April 8, 2004
On Bush and Jobs
Friday, April 2, 2004
More At Stake Than Jobs
Thursday, April 1, 2004
Bush (and the market) survived Richard Clarke. Now for tomorrow's payroll jobs number.
The Bush Breakout
Friday, March 19, 2004
After two months of silence, Bush is back. It's time to unwind the Kerry trade.
The Kerry Trade
Friday, March 12, 2004
Political uncertainty is opening up an interesting value opportunity.
Tough Time for Tech
Monday, March 8, 2004
The most growth-sensitive sector is caught in the crossfire of political and monetary risks.
Wednesday, March 3, 2004
Markets struggle to come to terms with the reality of inflationary acceleration.
If There's No Inflation, Then How Come...
Monday, February 23, 2004
...basic materials sector earnings forecasts are exploding, and price hikes are starting to move through the pipeline?
China and Inflation
Wednesday, February 18, 2004
Our inflationary fears are not reduced by the several popular China theories.
A Tricky Mixture
Tuesday, February 10, 2004
Equity sectors are being driven by both growth and inflation.