If you didn't catch the Q&A following Greenspan's congressional testimony, here are the lecture notes, annotated and linked.
Donald L. Luskin
Penron II: More Pension Tension
Wednesday, February 27, 2002
Enron's new pension scam will throw light on ugly pension realities across the board.
Enronic Cleansing: Be Warned
Friday, February 22, 2002
The New York Post stories about Cisco are a template for attacking every technology company in America.
Penron? Truth and Hype about "The Pension Bomb"
Tuesday, February 19, 2002
The impact of pension problems on earnings and balance sheets is bad enough without imagining it's another Enron.
Shorting JGB's: Tricks of the Trade
Monday, February 11, 2002
Don't forget that there's a currency play here too -- but you have to go to a little extra trouble to make it.
On the Road to Equilibrium
Monday, February 4, 2002
The markets are still out of whack, but the worst excesses of misvaluation have been repaired.
Enron, Krugman, and the Public Intellectuals
Monday, January 28, 2002
Paul Krugman and other pundits got splashed with Enron's mud last week. Should anyone care?
Biotech Comes Down With Enronitis
Thursday, January 24, 2002
The ImClone imPlosion has made a risky sector look even riskier. But that's not all that ails biotech.
Sobering Up
Tuesday, January 22, 2002
That New Year's party was fun. But now the markets and the economy are facing a deflationary reality that doesn't have a super-V in it.
Greenspan's Message, and Why It Clocked Stocks
Monday, January 14, 2002
In both text and subtext, Greenspan's message was bad news for equities.