QE2 complete -- the Fed's just right. No QE3 unless unemployment rises or inflation falls.
Donald L. Luskin
Chaos in Athens, Progress in Washington
Monday, June 20, 2011
A more pro-growth tone in the spending debate, and the oil peace dividend comes closer.
The Post-Osama Slow-Motion Drip-Down
Friday, June 10, 2011
The existential implications of bin Laden's death, and what gold is telling us now.
On the May Jobs Report
Friday, June 3, 2011
Shouldn't be a surprise -- and believe it or not, there were a couple of bright spots.
Will the Fed do QE3? Should It?
Thursday, June 2, 2011
No, and no -- even though the economy looks weaker today than a year ago.
The Political Brick in the Wall of Worry
Friday, May 27, 2011
An upset NY election, and no credible GOP presidential bid: political risk is on the table.
Professors to Koch Brothers: Take Your Green Back
Wednesday, May 25, 2011
No one ever questions George Soros money, but apparently this $1.5 million gift violates academic freedom.
Tear Down This Wall of Worry
Friday, May 20, 2011
Pervasive pessimism is out of proportion to what's happening in markets and the economy.
A New EPS High-water Mark
Wednesday, May 11, 2011
Now stocks just have to grow into their earnings. The slow-motion melt-up will continue.
On the April Jobs Report
Friday, May 6, 2011
Beat the consensus, crush the whisper. Despite event shocks, the recovery has legs.