Kerry's Iowa surprise changes the market's perceptions of electoral risks for the economy.
Donald L. Luskin
It Can Happen Here
Thursday, January 15, 2004
The "it" is inflation, and "it" will happen. 1987 deja vu all over again?
The Tax Cut Gift that Keeps on Giving
Monday, January 5, 2004
Last year's rally barely moved valuations on an after-tax basis, and stocks are still cheap.
A Considerable Seduction
Wednesday, December 17, 2003
The Fed's campaign to lower long-term yields and increase inflation is a dangerous bait-and-switch.
The Best Materials
Tuesday, December 9, 2003
In stocks, a new fastest horse emerges as the reflationary expansion turns inflationary.
The Inflation Chartbook
Tuesday, December 2, 2003
Despite what the Fed says, forward-looking market-based metrics point to inflation.
Gold $400
Wednesday, November 19, 2003
400 is just a number. Gold is just a barbarous relic. And Helen of Troy was just a woman.
The Politics of Expansion
Monday, November 10, 2003
The conventional wisdom is catching up to the market in seeing the economic expansion -- and that presents some new risks.
The Road to Hope
Thursday, November 6, 2003
Risks abound, but is it time to stop worrying and love the expansion?
Investing at the Brink
Thursday, October 30, 2003
Picking the winners and losers as the Fed sleepwalks at the edge of inflation.