Tightening cycles can be good for stocks -- if the Fed gets it right for a change.
Donald L. Luskin
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.
More At Stake Than Jobs
Thursday, April 1, 2004
Bush (and the market) survived Richard Clarke. Now for tomorrow's payroll jobs number.
The Bush Breakout
Friday, March 19, 2004
After two months of silence, Bush is back. It's time to unwind the Kerry trade.
The Kerry Trade
Friday, March 12, 2004
Political uncertainty is opening up an interesting value opportunity.
Tough Time for Tech
Monday, March 8, 2004
The most growth-sensitive sector is caught in the crossfire of political and monetary risks.