The risk from record oil prices is less than meets the eye -- or, at least, different.
Donald L. Luskin
The Fed's Oil Crisis
Monday, August 15, 2005
The oil spike has a strong inflationary component -- yet it may make the Fed less vigilant.
Are Stocks Protected from Protectionism?
Thursday, August 4, 2005
The market has celebrated deliverance from the China tariff crisis -- but is it really over?
Earnings Surprise
Friday, July 15, 2005
In a pessimistic and politicized world, stocks are just barely beginning to reflect the macro positives.
Policy Takes A Right Turn
Tuesday, July 5, 2005
Trade, monetary and tax policy risks all abated last week: good news for stocks.
Quick Takes
Thursday, June 23, 2005
Oil, inflation plays, Social Security, global warming and China.
The King of Carry Trades
Tuesday, June 14, 2005
The carry trade with the best mark-to-value and the most valuable optionality is the one that no one is doing.