Stocks have soared as the equity risk premium has mean-reverted. Where to from here?
Donald L. Luskin
On Q3 2011 GDP
Thursday, October 27, 2011
How can 2.5% growth be at consensus, when the consensus expects a recession?
It's This Simple
Thursday, October 20, 2011
Either Europe blows up, or not. When it doesn't, we'll learn how much damage we've taken.
On the September Jobs Report
Friday, October 7, 2011
An upside headline surprise -- still weak, but encouraging when you look deeper inside.
Europe Fails, US Stocks Flail
Tuesday, October 4, 2011
The stench of systemic risk from Europe drives stocks to generational value levels.
Infectious Fear
Thursday, September 22, 2011
Recession creeps closer -- but absent a systemic hard-stop, stocks are amazingly cheap.
On the September FOMC
Wednesday, September 21, 2011
Another minimalist "do something" move, with three dissents -- against "significant" risks.
Too Few Good Men
Friday, September 9, 2011
Trichet almost admits his mistake, Obama repeats his, and Bernanke maintains course.
Testing 1, 2, 3
Wednesday, September 7, 2011
Stocks are bottoming -- it's a bet on Europe holding together, and no US double dip.
On the August Jobs Report
Friday, September 2, 2011
It's another lost quarter -- but far from the feared 2008-style cliff-dive.