We didn't abort the recovery from the Great Recession -- now, some modest expansion.
Donald L. Luskin
Gold is a Hold
Monday, December 20, 2010
Not a buy, not a sell. The best bull case has weakened, but other upside factors are in play.
On the December FOMC
Tuesday, December 14, 2010
The FOMC keeps a low profile, and QE2 becomes business as usual.
Tax Cut Endgame
Monday, December 13, 2010
The compromise tax bill will pass. Little warts and all, this is a pro-growth landmark.
To Get Rich is Glorious Again
Tuesday, December 7, 2010
The extension of the Bush-era tax cuts symbolizes that capital is still welcome in America.
On the November Jobs Report
Friday, December 3, 2010
Labor market to the critics: do you still think QE2 wasn't necessary?
The Enemy of the Good
Thursday, December 2, 2010
It doesn't require a perfect economy to justify substantial stock market gains in 2011.
Eyeing an Exit from "No Exit"
Thursday, November 18, 2010
Political stabilization destabilizes the safety net, while higher yields signal QE2 is working.
Stock Outlook: Differences Make a Difference
Wednesday, November 10, 2010
Upgrading our view on stocks and the economy, with no crazily optimistic assumptions.
On the November FOMC
Wednesday, November 3, 2010
If it's sell on the news for QE2, buy the dip: the Fed won't quit till it works.