Government rescues are making the most important firms "too big to not fail."
Donald L. Luskin
Tough Love for Lehman
Sunday, September 14, 2008
The Fed takes a big chance in order to break the cycle of "immoral hazard."
Quit Doling Out That Bad-Economy Line
Friday, September 12, 2008
A nation of exaggerators: Things today just aren't that bad.
Divided Government Is Best for the Market
Friday, September 12, 2008
The evidence on presidents, economic growth and stocks.
Your Speculative Attacks Dollars At Work
Thursday, September 11, 2008
Nationalization risk replaces credit risk in the financial sector.
Fannie/Freddie Fallout
Monday, September 8, 2008
The takeover heals near-term crises, but raises serious long-term questions.
GSE Rescue: First Impressions
Sunday, September 7, 2008
The Treasury's move will help stabilize housing and credit markets, and take pressure off the Fed.
Perception, Election, Reality and Risk
Friday, September 5, 2008
Bleak sentiment is way overblown -- but some real risks are getting closer and closer.
The Dollar: We're Not Buying It
Tuesday, August 26, 2008
The Fed's easy posture simply doesn't support a sustained dollar rally.
Gold: Is Enough Enough?
Wednesday, August 13, 2008
The drop in the "inflation plays" is overdone in light of worsening inflation risks.