The systemic risk from Libya points to Europe and to gold.
Donald L. Luskin
This Hawk has Flown
Friday, February 11, 2011
With Kevin Warsh's departure, the Fed loses is best-respected voice for tightening.
On the January Jobs Report
Friday, February 4, 2011
Look through the bad headline and the statistical distortions -- this was a strong report.
Are We Running Out of Armageddons?
Thursday, February 3, 2011
Stocks are not vulnerable on value or sentiment, and Egypt is likely not a systemic risk.
On the January FOMC
Wednesday, January 26, 2011
A slight growth upgrade, a hat-tip to inflation, and no dissents -- overall dovish.
Gold Acts Leaden
Tuesday, January 25, 2011
Why has gold dropped $100 when everyone's suddenly worried about inflation?
Banks Slow the Slow-Motion Melt-Up
Friday, January 21, 2011
Misses at three big banks haven't changed the overall earnings outlook.
Good Problems to Have
Friday, January 14, 2011
The Fed won't go broke (at least not on paper), and rising rates won't squelch growth.
On the December Jobs Report
Friday, January 7, 2011
ADP's crystal ball turned out to be cloudy. Jobs growth will have to wait for 2011.
A Question of Sentiment
Thursday, January 6, 2011
After the 4th-best December in 110 years, stocks haven't gotten ahead of themselves.