EOG's earnings missed big, but it points the way to a new Moore's Law for energy.
Donald L. Luskin
From Grexit to Griddance
Monday, February 23, 2015
If Friday's deal blows up and Greece leaves the euro, that could be the least risky outcome.
Greece: Failure Is an Option
Tuesday, February 10, 2015
Europe can take a hard line, to discipline radical parties imperiling integration and reform.
On the January Jobs Report
Friday, February 6, 2015
Median real household income is surging, and workers have stopped dropping out.
Keystone is Key to Low Oil Prices
Monday, February 2, 2015
If oil prices have hit bottom for 2015, cost-reduction takes center stage to set the ceiling.
On Q4 2014 GDP
Friday, January 30, 2015
Oil is cheaper, we buy more. But pain in the energy sector leaks into the overall economy.
On the January FOMC
Wednesday, January 28, 2015
It's an upgrade. It's unanimous. Despite "international conditions," lift-off is still on for June.
On SYRIZA's Greek Election Win
Monday, January 26, 2015
Draghi had to end a crisis in 2012 after SYRIZA lost. This time it won, but Draghi acted first.
On the January ECB Policy Meeting
Thursday, January 22, 2015
With national central banks buying their countries' own debt, the Germans can't screw it up.
Oilmageddon: The Sequel
Thursday, January 15, 2015
Cheap oil is the new consensus. Supply and demand responses will surprise on the upside.