We still think it's an open question, but either way stocks and inflation plays will do well.
Donald L. Luskin
Stocks Don't Need a Rate Cut
Friday, August 31, 2007
There are other tools for the job. In fact, when easing expectations rise, stocks go down.
Where's the There There?
Thursday, August 23, 2007
No recession. No deflation. Was this even a correction?
2007 and the Ghosts of 1998
Thursday, August 16, 2007
The current crisis isn't a repeat of Long Term Capital Management, but it rhymes.
Burned Out
Tuesday, August 7, 2007
Panic was ignited by Bill Gross and it burned out with Jim Cramer.
Thoughts After a Very Rough Week
Monday, July 30, 2007
Two weeks after all-time highs, panic-stricken stocks are almost as cheap as they were at the very bottom.
Bill Gross Shoots, But Can't Hit
Wednesday, July 25, 2007
If this is a real "liquidity crisis," then the Dow is at 5000.
The King Is Dead, Long Live the King
Monday, July 9, 2007
Stocks are no longer insanely cheap relative to bonds. They're just wildly cheap.
The Subprime and the Banal
Monday, June 25, 2007
The global liquidity surplus will absorb the latest speculative crisis. The problem is that everybody knows it.