A nation of exaggerators: Things today just aren't that bad.
Donald L. Luskin
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.
No Get Out of Inflation Free Card
Wednesday, August 6, 2008
Inflation-sensitive markets have been distracted by oil -- soon they'll turn to the Fed.
All Cross, No Current
Friday, August 1, 2008
Stocks are cheap near-term amidst a jumble of conflicting data, news and politics.