Buy the dip in gold. Global reflation remains the dominant strategic factor.
Donald L. Luskin
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.
The Double-Dip Doomsday Machine
Tuesday, September 21, 2010
It's simple arithmetic -- failure to extend today's tax rates will cause a new recession.
Dialing Down the Drama at the Fed
Thursday, September 16, 2010
Gold's new highs means the Fed's reflation campaign is already starting to work.
Tax Cut Chicken
Thursday, September 9, 2010
Forget stimulus. Focus on the high stakes poker over extending the Bush era tax rates.
On the August Jobs Report
Friday, September 3, 2010
This morning's jobs report should be the cure for double-dipsomania.
On Bernanke at Jackson Hole
Friday, August 27, 2010
A Hoenig snub and a dovish speech, restoring discipline and paving the way to more ease.
When PhD's Attack
Wednesday, August 25, 2010
Markets will flail until the academics who run the Fed stop theorizing and get real.
No Exit Cuts Both Ways
Thursday, August 12, 2010
Wednesday's shock in global markets reminds us: always a crisis, always more reflation.
On the August FOMC
Tuesday, August 10, 2010
It was not quite the least the Fed could do, but they did it. There's more to come.