The controversy over Olympic gymnastic gold may be a precursor of another contested presidential election.
Donald L. Luskin
Not So Nifty Fifty-Fifty
Friday, August 13, 2004
We're at the point of maximum electoral uncertainty -- and it may continue until well after the election.
Oil, Jobs and Equities
Friday, August 6, 2004
Oil and jobs mean higher levels of political and monetary risk -- but the economy is still robust and stocks are very cheap.
Just Chute Me
Thursday, July 29, 2004
Over-excited fantasies have elevated risk premiums at the bottom of the trading range.
Tech: A Trading Value Play
Tuesday, July 20, 2004
Back at the bottom of the trading range, the Technology Sector looks cheap in relative and absolute terms.
The Ghosts of 2000
Thursday, July 15, 2004
Intel's earnings report evokes the precipice before the fall -- but that was then and this is now.
The Republic of Hanging Chad
Wednesday, July 7, 2004
Markets twist in the wind while tax and monetary policy are up for grabs.
Measure This!
Friday, June 25, 2004
You can't fight the numbers: trusting the Fed has been an expensive mistake.