Following Germany's lead, euro-zone nations are pursuing pro-growth reforms that Reagan and Thatcher would admire.
Donald L. Luskin
Can Stocks Keep Melting Up?
Friday, February 10, 2012
If risk aversion retreats as much as it did a year ago, stocks would be 34% higher.
On the January Jobs Report
Friday, February 3, 2012
A big surprise -- merely average jobs growth! But where are the FOMC's "significant risks"?
On Q4 2011 GDP
Friday, January 27, 2012
Four years after the last business cycle peak, real output has grown less than 1%.
On the January FOMC
Wednesday, January 25, 2012
Today's real news: the Fed implicitly confesses it will not pay attention to inflation anymore.
Risk Reappraisal
Friday, January 20, 2012
Stocks rise as earnings disappoint, while investors rethink how risky the world really isn't.
Newt's Bain Opportunism Is Mitt's Opportunity
Tuesday, January 17, 2012
This is Romney's moment to distinguish himself by making a moral case for free-market capitalism.
Cash for Gold!
Wednesday, January 11, 2012
Gold should rally as the market realizes the ECB has embarked on major QE.
On the December Jobs Report
Friday, January 6, 2012
This supposedly big upside surprise in jobs was neither big nor surprising.
2011: A Lost Year
Thursday, December 29, 2011
So much risk -- yet nothing happened. Sadly, the key risks of 2011 are still in place for 2012.