The war has moved from the UN to Iraq, and the fever of uncertainty has broken.
Donald L. Luskin
The No-Peace Rally
Thursday, March 20, 2003
NASDAQ 5000, Dow 5000
Monday, March 10, 2003
The high-water mark of optimism versus today's ebb tide of pessimism.
Thursday, March 6, 2003
Warren Buffett's perplexity reflects the market's paradoxical combination of growth and value plays.
Going for Broke?
Friday, February 28, 2003
The paradox of Bush's strategy is that he's ramping up political risk as his approval ratings decline.
Techstocks: Recovery Play and War Hedge
Tuesday, February 18, 2003
Techstocks have beaten the market this year -- thanks to both economic recovery and the risks of war.
Understanding War Risk
Wednesday, February 12, 2003
Yes, the markets fear the risk of war -- but it's a risk with both a downside and an upside.
Monday, January 27, 2003
Shifts in valuations are hinting that there's growth out there beyond the risk of war.
Assessing the Tax-Cut: Part 1 -- The Dividend Windfall
Wednesday, January 22, 2003
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
Microsoft's "Starter Dividend"
Friday, January 17, 2003
Bush's tax-cut plan hasn't even been proposed to Congress yet, but it's already starting to work.
Born-Again Growth Advocacy
Wednesday, January 8, 2003
Bush's stodgy tax plan is blossoming into an important pro-growth initiative.