An upset NY election, and no credible GOP presidential bid: political risk is on the table.
Donald L. Luskin
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.
The bin Laden Commodities Crash
Friday, May 6, 2011
A speculative reaction -- and a downpayment on the peace dividend in the War on Terror.
On the April FOMC
Wednesday, April 27, 2011
No one should be surprised. QE2 continues, as does the slow-motion melt-up in stocks.
Gold Hits Our $1500 Price Target
Wednesday, April 20, 2011
We're still bullish on gold, but it's not the "conviction trade" it was at $771.
Remembering the Real Ayn Rand
Thursday, April 14, 2011
The author of "Atlas Shrugged" was an individualist, not a conservative, and she knew big business was as much a threat to capitalism as government bureaucrats.
Growth Wins Another Skirmish
Monday, April 11, 2011
Last week's battle over spending strengthens one of the pillars of this bull market.