The sheer number of tests doesn't explain the paradox of the rise in cases and the fall in mortalities. It's the kind of tests, not the quantity.
Donald L. Luskin
What you're not hearing about the paradox of the so-called "second wave" of Covid-2019
Monday, July 6, 2020
On the June Jobs Report, and Our 2020 Election Model
Thursday, July 2, 2020
Best jobs report ever. But Trump needs another 8 million payrolls by election day.
Fear Factor versus So-What Factor
Monday, June 29, 2020
Ignore words, see facts. Cases are rising, deaths not. Little scope for new lockdowns.
“Spike!” “Surge!” “Precipice!” (Please Check One)
Tuesday, June 16, 2020
The media and the experts who overhyped the first wave are hallucinating a second one.
On the June FOMC
Wednesday, June 10, 2020
A big nothing. And nothing new from the Fed is the right thing to keep confidence strong.
Do Equities Have a Valuation Problem?
Tuesday, June 9, 2020
The risk premium is near post-GFC lows – but estimate upgrades haven’t even begun.
On the May Jobs Report, and Our 2020 Election Model
Friday, June 5, 2020
The V-shaped recovery is showing even in this lagging data. Not enough for Trump, though.
China Strikes Back
Monday, June 1, 2020
Trump’s Hong Kong response was refreshingly weak, and China will make it even weaker.
How Worried Should We Be About Hong Kong?
Thursday, May 28, 2020
Neither the US nor China will risk a vicious cycle of tit-for-tat in the post-pandemic world.
What you're not hearing about the dreaded "second wave" of Covid-2019
Tuesday, May 19, 2020
The evidence is accumulating: opening up the economy won't open the door to a resurgence of the virus.