The Fed pulls back from the inflationary brink, and we call the top on "inflation plays."
Donald L. Luskin
Three Quarter Profile In Courage
Wednesday, March 19, 2008
The Fed signals an end to endless rate cuts, and markets signal the Fed may have finally mastered the credit crisis.
Bernankruptcy
Monday, March 17, 2008
It's a wonderful panic, with Ben Bernanke playing Donna Reed. How will the movie end?
Gold $1000, Here We Come
Thursday, February 28, 2008
It's just a matter of time, with the Fed utterly oblivious to inflation risk.
The Other Winners in the Credit Crisis
Tuesday, February 19, 2008
If you didn't short risky credits, being long inflation has been the place to be.
Waiting Game
Friday, February 15, 2008
Passive and gradualist, the Fed is prolonging the credit crisis and the soft-spot.
Obamanation
Tuesday, February 5, 2008
The ascendance of Barack Obama brings anti-growth political risk into focus.
Jump! How High? Cut! How Low?
Thursday, January 31, 2008
The Fed's appeasement of market panic has brought us to where further rate cuts may do more harm than good.