The deficit is a reflection of our performance-based economy -- slow growth was its cause, and fast growth will be its cure.
Donald L. Luskin
Is There a Tech Valuation Headwind?
Friday, September 12, 2003
Tech is no bargain, but it's at the center of an investment-led recovery.
Hope, Greed, Fear, Worry and the Fed
Friday, September 5, 2003
Fed policy will help stocks climb the wall of worry, even if it is entirely absurd.
Another Scandal
Thursday, September 4, 2003
Spitzer's new front is probably a non-event -- but here are the risks you might not have considered.
Did the Tax Cuts Pay Dividends?
Monday, August 25, 2003
All the evidence is that the tax cuts on dividends and capital gains are performing exactly as predicted.
In Synch
Tuesday, August 19, 2003
Earnings revisions and bond yields are telling the same pro-growth story.
Arnie's Money Man
Friday, August 15, 2003
Gone are the hopes that Schwarzenegger would bring his own brand of Austrian economics.
Fed Cred
Wednesday, August 13, 2003
Did the Fed break its promise to the bond market... or is it just that you can't cheat an honest man?
New Dynamics for Equities
Monday, August 4, 2003
Earnings recovery is solidly in place, but stocks will have to adapt to a new era of fair valuation.
A Phase-Shift in Valuation
Monday, July 28, 2003
Stocks and bonds have worked together to collapse the equity risk premium.