After two months of silence, Bush is back. It's time to unwind the Kerry trade.
Donald L. Luskin
The Bush Breakout
Friday, March 19, 2004
The Kerry Trade
Friday, March 12, 2004
Political uncertainty is opening up an interesting value opportunity.
Tough Time for Tech
Monday, March 8, 2004
The most growth-sensitive sector is caught in the crossfire of political and monetary risks.
Wednesday, March 3, 2004
Markets struggle to come to terms with the reality of inflationary acceleration.
If There's No Inflation, Then How Come...
Monday, February 23, 2004
...basic materials sector earnings forecasts are exploding, and price hikes are starting to move through the pipeline?
China and Inflation
Wednesday, February 18, 2004
Our inflationary fears are not reduced by the several popular China theories.
A Tricky Mixture
Tuesday, February 10, 2004
Equity sectors are being driven by both growth and inflation.
A Buyable Dip
Thursday, January 29, 2004
Rising rates here won't be bad for stocks, knee-jerk reactions notwithstanding.
Iowa -- Who's Upset?
Thursday, January 22, 2004
Kerry's Iowa surprise changes the market's perceptions of electoral risks for the economy.
It Can Happen Here
Thursday, January 15, 2004
The "it" is inflation, and "it" will happen. 1987 deja vu all over again?