Assessing the Tax-Cut: Part 1 -- The Dividend Windfall
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
A market addicted to bad news is overlooking some fundamental positives.
Shifts in valuations are hinting that there's growth out there beyond the risk of war.
There's no inflationary impulse in the Fed's accommodative stance -- yet. But it's time to start watching.
The recession's signature malady -- depressed capital investment -- is quietly beginning to turn around.
Yes, the markets fear the risk of war -- but it's a risk with both a downside and an upside.
Techstocks have beaten the market this year -- thanks to both economic recovery and the risks of war.
Markets are not comforted by deferring the decision to go to war -- markets want resolution, and that's probably not far away.
The paradox of Bush's strategy is that he's ramping up political risk as his approval ratings decline.
Iraq risk has been kind to Treasuries -- but what happens after that risk is resolved?