We stick with our call for a sluggish recovery -- there's no evidence for anything else.
Donald L. Luskin
No Game-Changer
Tuesday, December 8, 2009
Markets and the Fed have quite correctly shrugged off last week's upside jobs surprise.
On the November Jobs Report
Friday, December 4, 2009
Under the upside surprise in headline jobs, some tiny improvement in key labor trends.
On the Dubai Debt Crisis
Friday, November 27, 2009
At last, an event catalyst for a long-overdue correction in stocks.
Easing -- As in Appeasing
Monday, November 23, 2009
Gold soars as the Fed resists politicization by giving politicians the easy money they want.
TrendMacro's Best Long Term Charts
Thursday, November 12, 2009
Deep historical context on today's unique market and economic conditions.
On the October Jobs Report
Friday, November 6, 2009
The recovery is more jobless than ever, and the Fed is pushed further to indefinite ease.
On GOP Wins in New Jersey and Virginia
Wednesday, November 4, 2009
This move back toward political balance underscores the durability of the March bottom.
Triple Play? No Way!
Tuesday, November 3, 2009
Stocks see an impossible earnings triple -- but gold sees inevitable inflation.
On Q3 GDP
Thursday, October 29, 2009
Still no "new era" of consumer retrenchment -- but no investment renaissance, either.