Tech and Telecom driven by Democrats -- Energy and Materials driven by seemingly everything.
Donald L. Luskin
A Break in Trend
Monday, January 8, 2007
Stocks have drooped just as investors had become complacent, and growth visibly reaccelerates.
It Was a Very Good Year
Friday, December 29, 2006
We were right that stocks would dominate in 2006 -- the trick in 2007 will be to call the top.
Paradox Friday
Monday, December 18, 2006
Mixed signals prolong "Indian summer," but they're no cause for complacency.
Net Neutrality Not Neutered
Thursday, December 14, 2006
Two big defeats for "net neutrality" regulation don't make a deregulatory trend.
Walk the Hawk
Thursday, November 30, 2006
The "inflation plays" smell blood in Ben Bernanke's water.
Indian Summer
Tuesday, November 21, 2006
How long can stocks make hay until the Fed lowers the boom?
Stock Market Exit Poll
Wednesday, November 15, 2006
Equity sectors are already responding to the Democratic congressional sweep.
Don't Panic
Wednesday, November 8, 2006
The Democrats did better than expected, but it's not a lurch toward anti-growth policy.
Gut Check for Growth
Thursday, November 2, 2006
Our growth forecast is getting increasingly out of consensus -- and that's just where we like it.