Most investors don't "get it" that inflation is alive short-term, and that disinflation is dead long-term.
Donald L. Luskin
Summer of our Discontent
Monday, June 7, 2004
Equities are hostage to resolution on inflation and the election.
More Thoughts on $40 Crude
Wednesday, May 26, 2004
This time it really is different: today's high oil prices don't have to mean a rerun of "That 70's Show."
Climbing the Wall of Self-Loathing
Tuesday, May 18, 2004
With the world supposedly falling apart, why isn't the market more scared?
The Right Tight
Thursday, May 13, 2004
Tightening cycles can be good for stocks -- if the Fed gets it right for a change.
Buyable Dip? Yes, But...
Friday, April 16, 2004
Higher interest rates are not to be feared -- provided the Fed really delivers them, and Bush dodges the political fallout.
Tech: Back in Harm's Way?
Thursday, April 8, 2004
With new political uncertainties and no valuation tailwinds, the tech sector is suddenly not so compelling.