We don't see the case for a secular collapse in consumption.
Donald L. Luskin
Some Time A Great Notion
Wednesday, December 17, 2008
A zero rate and a humongous Fed balance sheet -- good for now, but not forever.
Why Isn't Gold at $1500?
Wednesday, December 10, 2008
The Fed's managing an unstable balance of titanic inflationary forces against the risk of deflation.
Brace for Another TARP Debate
Wednesday, December 3, 2008
The rescues are working, and Obama moves to the center -- but the Big Three are going to re-open the wounds to market confidence.
Another Rescue, A New Rescue Ranger
Monday, November 24, 2008
Citi gets TARPed again, and Treasury gets policy continuity for the TARPs still to come.
At Least They're Cheap
Thursday, November 20, 2008
Even financials are now deeply undervalued, for the first time in this bear market.
Deflation Takes Center Stage
Wednesday, November 19, 2008
Core CPI prints negative, and the Fed openly uses the "D" word.
Death by Rescue
Monday, November 17, 2008
How botched bailouts doomed companies that didn't need to fail.
It Ain't My Job
Monday, November 10, 2008
Good news for markets -- Obama's meeting of economic icons produced exactly nothing.
Now What?
Thursday, November 6, 2008
The election is over -- but the battle for the Senate and the Treasury is still being fought.