Donald L. Luskin

The Stress Tests' Hidden Mickey
Monday, May 4, 2009
Donald L. Luskin
An unappreciated feature rules out another "bag run" on banks.
It's an Old New Era
Friday, May 1, 2009
Donald L. Luskin
There's no Q1 retrenchment of consumption -- there's a shock to investment.
Stress Test Stress
Tuesday, April 21, 2009
Donald L. Luskin
The risk of a near-term "bag run," and a long-term drag on the whole banking sector.
All's Not Wells
Monday, April 13, 2009
Donald L. Luskin
Wells Fargo's pre-announcement is encouraging, but don't generalize it to all banks.
Charm Offensive
Monday, April 6, 2009
Donald L. Luskin
The Fed sees the inflation risk in its huge balance sheet -- but there's nothing it can do.
On IMF Gold Sales
Thursday, April 2, 2009
Donald L. Luskin
The IMF doesn't determine the gold price. The Fed's response function does.
Geithner Gets a Do-Over
Tuesday, March 24, 2009
Donald L. Luskin
Markets applaud PPPIP, but the Fed signals that enough is enough.
Ben Boldly Goes
Thursday, March 19, 2009
Donald L. Luskin
It's official: the Fed is fighting deflation by monetizing debt.
Number of the Beast
Wednesday, March 18, 2009
Donald L. Luskin
Nice rally. But how high is the upside when economic policy is at the edge of chaos?
Quantum of No Solace
Tuesday, March 10, 2009
Donald L. Luskin
The equity risk premium has gone up because the amount of risk has gone up.

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