Our inflationary fears are not reduced by the several popular China theories.
Donald L. Luskin
A Tricky Mixture
Tuesday, February 10, 2004
Equity sectors are being driven by both growth and inflation.
A Buyable Dip
Thursday, January 29, 2004
Rising rates here won't be bad for stocks, knee-jerk reactions notwithstanding.
Iowa -- Who's Upset?
Thursday, January 22, 2004
Kerry's Iowa surprise changes the market's perceptions of electoral risks for the economy.
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.