He could usher in a capital-unfriendly "Left decade," but in the near-term Obama's election could be a plus for stocks.
Donald L. Luskin
How Bad An Earnings Hit?
Thursday, October 23, 2008
Forward earnings are falling -- but stocks have already fallen far more.
At Last: A Bail-out That's a Bail-out
Tuesday, October 14, 2008
After six months of destroying financial sector equity, Treasury gets it almost right.
The Right to Arm Bears
Thursday, October 9, 2008
A recipe for speculative attack: even greater Treasury powers, and no short-selling ban.
On the Global Rate Cuts
Wednesday, October 8, 2008
Irrelevant and inflationary. Markets need real money now, not "soon."
Henry Paulson: The Donald Rumsfeld of Bail-Outs
Monday, October 6, 2008
After two weeks of congressional shock and awe, Treasury has no plan.
Quick Thoughts on the New Black Monday
Tuesday, September 30, 2008
The historic stock drop was more politically manufactured hysteria than reality.
Peeking Under the TARP
Monday, September 29, 2008
Now a bill, but still no details. First take: it could have been worse, and it might work.
Bail-Out Brinksmanship
Friday, September 26, 2008
Will credit markets get their bail-out? Will they even want the bail-out they might get?
It's Not the RTC -- It's a $700 Billion LBO
Monday, September 22, 2008
Treasury's bail-out is broader than the market now sees, and so will be the regulations.