The battle to extend Bush-era tax rates will be the first test for a new political alignment.
Donald L. Luskin
On Q3 GDP
Friday, October 29, 2010
The "Zarnowitz Law" has been repealed. After a record drop, the economy refuses to grow.
Sell on the Leak?
Wednesday, October 27, 2010
The new conventional wisdom is QE will be small -- but committees do unexpected things.
Sell On Good News
Wednesday, October 20, 2010
Correction is inevitable, but our instinct is that there will be a better moment to sell.
Risk-On Hearts QE2
Thursday, October 14, 2010
Gold, sure. But do rising stocks really mean more Fed asset purchases will boost growth?
On the September Jobs Report
Friday, October 8, 2010
Today's go-nowhere numbers put pressure on congressional incumbents and the Fed.
The Trade and Tax Doomsday Clocks
Monday, October 4, 2010
Tariffs against China and failure to extend the Bush-era tax cuts would repeat the worst mistakes of the Great Depression.
Date with Destiny
Friday, October 1, 2010
Risking the errors of 1937 and 1930, this is where we either learn from history or repeat it.
Pushing On a Golden String
Friday, October 1, 2010
Buy the dip in gold. Global reflation remains the dominant strategic factor.
On the September FOMC
Tuesday, September 21, 2010
It couldn't be clearer. For the Fed, reflation is not just a mission but a mandate.