Superabundant liquidity is buffering the economy from problems in subprime.
Donald L. Luskin
Something's Survived
Thursday, March 8, 2007
The inflation plays are the winners in the market's recent turbulence.
Are We Scared Yet?
Wednesday, February 28, 2007
We got the correction we expected -- but is that really all it is?
Subprime Time
Monday, February 26, 2007
Excess liquidity will absorb subprime's problems -- a Fed bailout would only add to inflation.
Enough Good News for a Correction
Friday, February 16, 2007
With Bernanke on indefinite hold and tax risk reduced, what's left to rally stocks?
Chairman Bernanke's Year of Living Dangerously
Thursday, February 8, 2007
In his second year, Bernanke will have to pay the price for the risks he took in his first.
Gold Versus Goldilocks
Friday, February 2, 2007
The problem with this stock market rally is that inflation plays are leading it.
Update to our Equity Sector Forecasts
Thursday, January 11, 2007
Tech and Telecom driven by Democrats -- Energy and Materials driven by seemingly everything.
A Break in Trend
Monday, January 8, 2007
Stocks have drooped just as investors had become complacent, and growth visibly reaccelerates.