ARCHIVES: AHEAD OF THE CURVE COLUMNS
FOR
SMARTMONEY.COM
Donald Luskin
Reasons Behind the Market's Recent Revival
July 30, 2010
Extending the Bush-era tax cuts
will help the economy, stocks.
The Case Against Gold Falls Apart
Friday, July 23, 2010
Stocks are no match for gold at the
moment.
Gold Remains Great for the Long Haul
July 16, 2010
The reasons that gold bears use
just don't add up.
Don't Worry About the Economy
July 9, 2010
The talk of a double-dip recession
doesn't add up.
It Was a Good Week for European Banks
July 2, 2010
A funny thing happened on the way
to the collapse.
Federal Reserve Speak -- Translated
June 25, 2010
The economy is muddling along,
which means stocks probably will too.
Buy Bonds
Now
June 18, 2010
Interest rates will stay low for a
while, so take some risk. Here are the best bond plays.
How the Oil Spill Is Sabotaging Stocks
June 11, 2010
Watch for a big rally if the
catastrophe is contained soon.
Thanks for Nothing, China. Really.
May 28, 2010
China's nod to European bonds
defuses a crisis, for now.
What Was Scott Brown Thinking?
May 21, 2010
His vote allows the financial
reform bill to move through Congress.
Even at These Prices, Keep Hold of Your Gold
May 14, 2010
The price of gold has been soaring,
but don't sell just yet.
Stocks Slide -- It's About Time
May 7, 2010
The market's craziness doesn't
change my suggestion -- buy gold.
The Risk-Free, Fantastic Investment. Maybe.
April 30, 2010
Greece's debt problems could be
providing a great opportunity.
The Goldman Case: What You Need to Know
April 23, 2010
The SEC has only one bone to pick
with the Wall Street giant.
The Economy Has Rebounded! Now What?
April 16, 2010
Now that the economy has come back,
can the market keep rallying?
The U.S. Economy Is Growing, and Struggling
April 9, 2010
The latest data show we aren't out
of the woods yet, job-wise.
Congress Hates Capitalism, It Seems
April 2, 2010
CEOs are called to task for
following the new health care law.
Health Care 'Change' Will Leave You With Less
March 26, 2010
Reform is bringing new taxes that
could kill the economy.
The Dumbest Thing We Could Do Now?
March 19, 2010
Our politicians could put the
kibosh on our economic recovery.
Was the Big Rally a Grand Illusion?
March 5, 2010
The market's gains since last March
were built on inflation.
Some Ominous Economic Signs
February 26, 2010
By some measures, the U.S. economy
is slipping again.
Thinking of Investing Abroad? Think Again
February 22, 2010
Don't send all of your money to
other countries.
Send a Thank You Card to Tim Geithner
February 12, 2010
One year ago this week he saved the
world by doing nothing.
Panic, Debt and Unemployment
February 5, 2010
How a confluence of events pushed
stocks down.
Four More Years of Ben
January 29, 2010
Bernanke's reappointment is good
for the country, but might not help stocks.
A Republican Won, So Why the Selloff?
January 22, 2010
Stocks usually like divided
government, but now there's a curveball.
Turn Global Warming On Its Head
January 15, 2010
A savvy investor could make money
if the Earth is actually cooling.
The Economy's Improving, but Stocks Might Not
January 8, 2010
Profits may grow, but the market's
value already reflects that.
The Best and Worst Investments of 2009
December 31, 2009
The best and worst investments of
2009.
The Market Speaks: Change Isn't Good
December 24, 2009
Here's to the Obama plans that went
nowhere.
Taking a Look at Bernanke's "Plan"
December 18, 2009
The Fed chairman's
moves leave investors with only one choice.
ACTIVE TRADER
The Unseen Danger of Leveraged ETFs
December 17, 2009
How these rapidly selling products
can crush you over time.
Gold's Bump in the Road
December 11, 2009
Just because gold has been down
recently doesn't mean its rally has ended.
The Consensus Is...No Consensus
December 4, 2009
There's no agreement on where this
economy is headed.
Bank Stocks' Recent Woes Could Be Contagious
November 27, 2009
Increased regulation is hurting
financials, and threatens the bull market.
The Rally Was Nice While It Lasted...
November 20, 2009
Hope you enjoyed that stock surge.
It's going to end soon.
Gold Keeps Shining
November 13, 2009
My long-standing "best idea"
investment continues to be the best-performing asset in the world.
$300,000 of Gold, in the Palm of My Hand
November 6, 2009
A trip to the Federal Reserve
reaffirms my belief in owning gold.
What We Learned From the GDP Number
October 30, 2009
Despite what some believe, the
consumer remains undisputed king.
Bank Regulation Won't End at Exec Pay
October 23, 2009
Leverage limits
could put the public interest at odds with investors.
The Dollar's Fall: Deal With It
October 16, 2009
There are many forces pushing the
dollar down, but investors can cope.
A Great Start to Earnings Season, but...
October 9, 2009
Alcoa started promising, but the
market is still too rich.
Stocks Are Down? It's About Time!
October 2, 2009
A stock pullback is
inevitable, but it's not necessarily bad.
Thank Goodness We Can Borrow Again
September 25, 2009
A healthy credit market means the
economy can mend itself.
Just Remember, Everything Is Possible
September 18. 2009
Gold at $2,000 and 1970s-style
inflation? It's not impossible.
Inflation's Early Indicator? Gold
September 11. 2009
Alan Greenspan is watching gold. So
should you. '
The Crisis Investing Scorecard
September 4. 2009
Donald Luskin identifies some
investing lessons learned during the last year.
Lessons From the Rally: Don't Be Greedy
August 28. 2009
Now that the market is up 50% in
six months, here's what to do.
Whole Foods-Style Health Care
August 21. 2009
How the supermarket's plan trumps
Obama's ideas.
The Must-Read Thriller of the Summer
August 14. 2009
A new book reveals the Fed's moves
during the financial crisis.
This Bull Needs a Breather
August 7, 2009
The stock market's rally has been
impressive, but don't expect it to go much higher soon.
How Health-Care "Reform" Could Kill the Market's Rally
July 31, 2009
The current proposals will only
lead to higher taxes and debt.
Stocks Rally on Death of Health-Care Reform
July 24, 2009
Earnings season proves why higher taxes
are bad for investors.
This Health-Care Reform Might Tax Us to Death
July 17, 2009
The current health-care reform plan will
be financially onerous to everyone.
The Obama Administration's Six-Month Checkup
July 10, 2009
Obama ended the banking crisis, but let's
hope he doesn't try to do more.
Deciphering the Fed's Cryptic Messages
June 26, 2009
The Fed seems less worried about
deflation, which is good for stocks.
Where Do We Go From Here?
June 12, 2009
We're past the worst-case scenario, but
the future's uncertain.
Good News Has Arrived for Investors
June 5, 2009
Analyst profit estimates are up, and
that's a good sign for the market.
Attention, Economic Optimists: Not So Fast
May 29, 2009
The economy is starting to revive, but
several obstacles could keep it from getting much better.
The Mysteries of the Treasury Market Revealed!
May 22, 2009
Why China won't dump our bonds.
Acclaimed Economist Says Recession Is Over
May 15, 2009
Peak unemployment claims show the
recession may be over.
Crisis Averted, Investors Are Wondering What's Next
May 8, 2009
We'll be living with the consequences of
government intervention for years.
Investors Are Scared, and That's the Good News
May 1, 2009
The main issue with our economy is the
reluctant investor. But that can be fixed.
In the Face of Inflation, Gold's Luster Still Shines
April 24, 2009
The Federal Reserve's balance sheet bodes
well for gold prices.
Stocks Have Bottomed, but Don't Get Too Excited
April 17, 2009
The upside for stocks is limited so long
as Washington keeps pushing its "fixes."
Does Wells Fargo Mean Banks Are Back?
April 10, 2009
This scrappy bank has bested Citi and the
federal government. What's next?
The Consensus on Gold Is No Consensus at All
April 3, 2009
If we see the inflation Im predicting,
gold could go as high as $2,000.
A Rally Without a Reason Is Just Market Noise
March 27, 2009
The lack of a viable upside from here
makes this rally not all that attractive.
Really, Congress, Leave the Bonuses Alone
March 20, 2009
Congress is more of a seething lynch mob
than a savior.
New Investing Strategy: Cash in on Congress
March 13, 2009
A new fund goes entirely to cash when
Congress is in session.
Even Worse Than the Great Depression
March 6, 2009
If stocks take the same path, we're
halfway through. Maybe.
Nothing Shines Like Gold
February 27, 2009
Gold is testing the $1,000 level again,
and I think it's highly likely to punch through it.
The Beginning of the End for Investing?
February 20, 2009
How do you invest when the government
keeps changing the rules?
Geithner's Bridge to Nowhere
February 13, 2009
Geithner's plan is full of lofty
promises, but little substance.
Fixing the Banks Is Job No. 1
February 6, 2009
If the feds don't get the banking system
upright, nothing else will matter.
The Stimulus Placebo Effect
January 30, 2009
How could anyone think this stimulus plan
will help the economy?
Oil Is Dead Long Live Oil!
January 23, 2009
When everyone starts talking about peak
oil demand, oil prices are nearing a bottom.
Safe Landing a Good Omen for the Economy
January 16, 2009
Why the Bank of America rescue should
make you feel bullish.
It's Time to Add Some Junk to the Trunk
January 9, 2009
Exploit the spread between high-yield
bonds and Treasurys.
When Will This Recession Finally End?
January 2, 2009
Look around and you'll see that maybe it
already has.
Fed's Balance Sheet Is Ballooning Fast
December 26, 2008
Let's hope Ben Bernanke can keep this
bubble from popping.
Current Recession Is No Great Depression
December 19, 2008
Lessons learned decades ago are paying off today.
Institutional Investors Stumped by Market
December 12, 2008
Some are bullish, most are bearish, all
are nervous.
The Case for Gold Hasn't Lost Its Luster
December 5, 2008
Inevitable return of inflation will drive
metal even higher.
Give Thanks for the Citigroup Bailout
November 26, 2008
The government got it right this time.
Rescuing the Big Three Is a Necessary Evil
November 21, 2008
Why we can't afford not to bail out auto
makers.
How to Tell When the Bear Market Is Over
November 14, 2008
There's daylight in sight and you have
a role to play.
Naming New Treasury Chief Will Calm Markets
November 7, 2008
Just so long as Obama doesn't tap Barney
Frank.
Inflation, Not Deflation, Is Looming Threat
October 31, 2008
There's only one way to play rising
prices: gold.
Stocks Long for Vote of Confidence
October 24, 2008
Confidence ends bear markets. Can Obama
instill it?
Treasury Bailout Terms Better Than Buffett's
October 17, 2008
The government's plan to rescue banks is
fair.
Show Me the Money
October 10, 2008
Hank Paulson has the authority to
purchase troubled assets. So why isn't he?
The Ayes Need to Have It
October 3, 2008
It's time for the much-improved
government bailout plan to be put into action.
One Baby Step at a Time
September 26, 2008
Hastily approving a bailout plan devoid
of details is worse than no bailout at all.
Politics As Usual
September 19, 2008
The lawmakers and bureaucrats who created
this mess will take credit for cleaning it up.
Bailout Good for Stocks
September 12, 2008
We'll look back on the rescue of Fannie
and Freddie as the turning point for the credit crisis.
The Palin Payoff
September 5, 2008
Stocks didn't have a snowball's chance in
hell until McCain tapped the Alaska governor.
Stop Taking Risks Bottom-Fishing in Financials
August 29, 2008
Financial stocks may be a speculator's
dream, but, for investors, they're a nightmare.
Taking on Dr. Doom
August 22, 2008
Nouriel Roubini predicts the worst
recession since the Depression. How wrong he is.
Have Commodities Run Out of Gas?
August 15, 2008
Trying to find a logical reason behind
the dramatic tumble in oil and other commodity prices? Dont.
The Magic of Disney
August 8, 2008
A recent trip to Disneyland confirmed my
belief that this country is not in a recession.
Third Time's a Charm
August 1, 2008
After a pair of head-fakes, capitulation
on financial stocks may finally be at hand.
Statistically Speaking
July 25, 2008
The latest housing and jobs data signal
an economic recovery, not a recession.
Markets Stop Making Sense
July 18, 2008
There's a big difference between
pessimism and paranoia. We've crossed it.
Declawing the Bear
July 11, 2008
Financials aside, stocks aren't in bad
shape. Some sectors are even in the black.
Oil Defies Logic
June 27, 2008
When an investment becomes wildly out of touch with reality, it's time to
get out.
What Recession?
June 20, 2008
A recent vacation confirmed my belief
that the economy is anything but gloomy.
Investors Should Avoid Being Dragged Into Bear Den
June 6, 2008
The bears are gaining strength, pulling
more investors in. To me, that's a buying sign.
A Vote for Obama
May 30, 2008
The stock market will rally if the
Democrat gets elected president, but not for long.
Passing the Petrobuck
May 23, 2008
So-called index speculators are being
blamed for high oil prices. Give me a break.
Reaganomics in Retreat
May 16, 2008
We've grown fat and happy and
complacent about what really drives economic growth.
Defending My Housing Stance
May 9, 2008
My view that housing is near a bottom
enraged some readers. But their rebuttals don't hold up.
Bears Wrong About Housing
May 2, 2008
Some readers will argue with me, but I
believe housing prices are at the bottom, or close to it.
$119 Oil Won't Stop Growth
April 25, 2008
The bears think this could spell a global
depression. They couldn't be more wrong.
Wake Up and Smell the Recovery
April 18, 2008
Economic recovery is already taking
place. Most investors are just too gloomy to recognize it.
Greenspan and Bernanke's Mistakes
April 11, 2008
Running the Fed can't be easy, but if I
made the kind of mistakes they have, I'd admit it.
The Recession Boogeyman
April 4, 2008
Despite weakness, we're not in a
recession and I don't think we're heading into one.
Wall Street: Eating Their Own?
March 28, 2008
What could go wrong next? Wall Street
could start attacking Wall Street.
Worst Risks of Credit Crisis Averted
March 21, 2008
The Fed's recent behavior tells me that
it's safe to return to risky investments.
Whip Inflation Now?
March 14, 2008
Good luck. Inflation appears likely to
dog the U.S. for some time. Invest accordingly.
What Price Safety
March 7, 2008
Believe it or not, investors are buying a
bond with a negative yield and for good reason.
All That Glitters
February 29, 2008
As long as inflation remains an also-ran
to the Fed, gold will continue to soar.
Hindsight Is 20-20
February 22, 2008
The best ways to have profited from the
credit crisis weren't obvious at the time.
Read Between the Lines
February 15, 2008
Buffett's proposal to bond insurers is more PR stunt than sound business
plan.
Futures Bet on Obama
February 8, 2008
Futures contracts say that Obama is most
likely to be our next president. I think the stock market agrees.
Grin and Bear It
February 1, 2008
Even if we are in a recession, the
outlook for stocks remains good.
One Hell of a Week
January 25, 2008
First we had panic. Then buyers rushed
in. Here's why we may see more upside for a while.
So I Was Wrong
January 18, 2008
I'm still bullish on stocks and the
economy. But panic is driving today's market.
The Case for Recession Is Wrong
January 11, 2008
Merrill Lynch's argument for a U.S
recession sure has a lot of holes in it. I'll tell you why.
Oil Isn't Done Yet
January 4, 2008
Even with prices at $100 a barrel, I
still think energy will be the best performer of 2008.
Bears Are Full of Bull
December 28, 2007
The U.S. economy is faring well despite
the housing mess. Just look around.
Show Me the Muni
December 21, 2007
Closed-end municipal bond funds offer
high yields, tax perks.
The Fed's Crisis of Confidence
December 14, 2007
Mixed signals from Ben Bernanke are
making matters worse for markets.
Springtime for the Financial Sector
December 7, 2007
President Bush's subprime plan is the
latest sign that life is returning to financial stocks.
11 Reasons to Buy Now
November 30, 2007
All the signs of a market bottom are now
in place. I say, get in before the masses do.
Don't Miss the Fire Sale
November 15, 2007
Buying stocks in today's market takes guts. But at these prices, you'd be
foolish not to.
Yes, You Should Be Worried
November 9, 2007
Does the weak dollar matter? You bet. But
maybe not for the reasons you think.
Fed Cedes to Market Tantrum
November 2, 2007
Like a doting parent, Ben Bernanke gave
in to the demands of his unruly charge.
Investing Where No One Else Is
October 26, 2007
Some of the best investments are those
that no one else is considering. Example: Financials.
Call Me a Gold Bug
October 12, 2007
Gold prices are soaring, and I say from
here they can't go any way but up.
Presidential Ponderings
October 5, 2007
A Democratic president would likely be
bad for the stock market and the economy.
Beware the Weakening Dollar
September 28, 2007
It's a harbinger of inflation and a
problem for U.S investors and consumers.
Ben Caves In
September 21, 2007
Bernanke succumbed to pressure to cut
rates, but inflation looms even larger.
Inflation Heats Up
September 14, 2007
With inflation signals flashing warnings,
cutting rates will hurt, not help.
Oil at $200? Gold at $2,000?
September 7, 2007
Should inflation take off after a series
of rate cuts, the results could be ugly.
Standing Firm
August 31, 2007
I predict the Fed won't cut rates, and
that will be the best thing for the markets.
Meltdown? Please
August 24, 2007
The reports of the stock market's death
have been greatly exaggerated.
Turning Lemmings into Lemonade
August 10, 2007
Investors who sold after Jim Cramers
on-air temper tantrum last week made a big mistake. Never follow the herd
off a cliff.
Good Times
August 3, 2007
Stocks are undervalued and the current
credit mess is more psychological than real.
With Risk Comes Reward
July 27, 2007
After Thursday's downturn stocks are an
even better bargain. Here's why you should buy.
Capital Pains
July 20, 2007
Raising taxes on hedge-fund managers
would hurt the little guy more than the suits.
Bears Are Full of Bull
July 6, 2007
Like a broken clock perma-bears end up
being right once in a while but not often.
Almost Right
June 29, 2007
The Fed understands the economy and
inflation. But it needs to raise rates.
The Trouble With Bonds
June 22, 2007
Stocks are still the cheaper asset class. But our margin for error is
shrinking.
Bipartisan Suicide Pact
June 15, 2007
Leave it to Congress to figure out ways
to ruin the great economic run we're enjoying.
Bird Brains
June 8, 2007
All those interest-rate doves have
predictably flown the economic coop.
The Yield Myth
June 4, 2007
The conventional wisdom is that income is
important. History doesn't agree.
Granny Cool
June 1, 2007
A look overseas shows why old-fashioned
stocks won't go out of style.
I'm Not Listening
May 25, 2007
Once we had to listen to Greenspan drone
on about anything. Not now.
Free Trade for All
May 18, 2007
An increasingly globalized economy is
offsetting effects of the housing slump.
Time for a Rest
May 11, 2007
There is indeed trouble on the horizon.
But that doesn't affect the here and now.
Chance Was Right
May 4, 2007
Forget real estate fears. Forget the
doomsayers. The economy is on fire.
The Real Deal
April 27, 2007
Despite the dire warnings, earnings are
strong and say a lot about future growth.
Maladjusted Prices
April 20, 2007
The bond and stock markets believe
inflation last month was tame. The Fed doesn't.
In Denial on Withdrawals
April 13, 2007
Bears argue the economy can't roll
without cash from home equity. They're wrong again.
The Oil and Subprime Nexus
March 30, 2007
The two biggest drivers of today's stock
market have a connection: inflation.
Losing Its Religion
March 23, 2007
The Fed has tried to absolve a litany of
financial sins. Judgment Day, though, is nigh.
Near the Bottom
March 16, 2007
Stocks look cheap and the economy looks
good. We can recover from the selloff.
The Al Gore Correction
March 2, 2007
The outlook for stocks got bad the minute
Al Gore picked up his Oscar. Trust me.
Value Trap
February 23, 2007
Stocks are undervalued. But that still
doesn't mean they won't get even more so soon.
Living for Today
February 16, 2007
Interest rates will rise, and stocks will
sell off. But, right now, enjoy the bull run.
Grading Bernanke
February 9, 2007
On his anniversary in the job, the Fed chairman deserves an "incomplete"
grade.
The Emperor Has Clothes
January 26, 2007
This economy will only get stronger, and
that means the Fed will be forced to raise rates.
The End of the World
January 19, 2007
Congress has started on a path that will lead to higher taxes and trouble
for stocks.
Bullish on Oil
January 12, 2007
After two and a half years, I think it's time to be bullish on oil prices.
Here's why.
Unhealthy Complacency
January 5, 2007
Market signals point to a distinct lack of fear in the markets. That should
make you afraid.
Ford's Legacy
January 2, 2007
Ford took Arthur Laffer's advice. The rest is economic history.
The Coming Top
December 29, 2006
Many folks misread bonds in '06. That doesn't bode well for stocks.
Protection Racket
December 22, 2006
The Democratic Congress threatens to hurt stocks with protectionism.
First Up, Then Down
December 15, 2006
This economy is soaring. That means interest rate hikes are in the cards.
Pending Panic
December 8, 2006
The bond-market bubble is about to burst
in an ugly way.
Bernanke's Fumble
December 1, 2006
The Fed chair says he's on the right
track. The looming inflation crisis says otherwise.
Democratic Sector Swap
November 17, 2006
With the new Congress, tech stands to
gain, but telecom gets much riskier.
It Was the Economy
November 10, 2006
Voters believe in free markets and small government. The GOP forgot that.
Quite Contrary
November 3, 2006
While the crowd cries 'recession' I see
signs of a strong economy.
Three Core Questions
October 27, 2006
Investor Ken Fisher doesn't have the
answers. But he has the right questions.
More of the Same
October 13, 2006
The GOP is about to lose Congress. Should
investors be worried?
Justice for All?
October 6, 2006
H-P's Dunn deserves the ax; she doesn't deserve to face trumped-up criminal
charges.
The
Meaningless Dow
September 29, 2006
All the hoopla over the new DJIA record is just useless noise.
Economic Mythology
September 22, 2006
Most of the conventional wisdom about the
U.S. economy isn't true.
The
Lesson Learned
September 8, 2006
The 9/11 attacks showed stock investors
that it's worth staying the course.
The
Fed's Flawed Logic
September 1, 2006
To the FOMC, falling oil prices is a bad
thing. Yet another reason to fear the Fed.
Tech Clouds Lifting
August 25, 2006
Two big overhangs on tech stocks have
eased, prompting a new look at the sector.
The
Inflation Threat
August 18, 2006
The current inflation rate isn't trivial.
And it portends a rough economic road.
Cavalcade of Errors
August 11, 2006
This time next year, we'll be in full-blown recession. Blame Bernanke.
Tradesports' Bad Call
August 4, 2006
A popular trading platform gets a black
eye for a poor interpretation of its rules.
Buying Value
July 28, 2006
The smartest investors are betting that
the era of undervaluation is ending.
Minimum Impact
July 14, 2006
Raising the minimum wage will hurt the people the new standards are trying
to help.
The
Competitive Edge
July 7, 2006
Economies that encourage competition have faster growth and higher
productivity.
Analyze This
June 30, 2006
Despite their bad reputation, Wall Street analysts have gotten it right on
earnings.
Selective, Not Bearish
June 23, 2006
I've been accused recently of being negative on stocks. Nothing could be
further from the truth.
Time for a Change
June 16, 2006
Now that we're at the end of the rate-hike cycle, you should sell what's
been working for you.
Hands Off My Net
June 9, 2006
Net neutrality threatens to kill the innovation that has marked the
emergence of the Internet.
Doing the Right Thing
June 2, 2006
The FOMC minutes showed the Fed is on the ball. That confirms my bullish
case for stocks.
86-ing the '87 Theory
May 26, 2006
Too many people see parallels with 1987 today. It's the differences that
matter.
Head in the Sand
May 19, 2006
Consumers and markets both see rising inflation. Now the Fed needs to wake
up.
Shock Therapy
May 5, 2006
The Fed should get more aggressive with its next rate hike. Then it should
walk away.
Chinese Wall of Worry
April 28, 2006
A lot of our fears over China's place in the world economy are just plain
misplaced.
Fed
Dread
April 21, 2006
Despite all the noise that the hikes are ending, the fine print suggests
rates will still go up.
The
Dividend Quagmire
April 14, 2006
Congress' hesitancy to extend the lower tax rates on dividends is hurting
the stock market.
Bird Flu Still Flying
March 31, 2006
Despite tons of publicity, it's not yet time to call an end to the run in
avian-flu stocks.
Bird Brains
March 17, 2006
Avian flu is one area where institutional investors lag individuals.
Rates' Return
March 10, 2006
Don't fall into the trap of thinking that the rising-rate environment will
stunt economic growth.
Playing Chicken With Bird Flu
March 3, 2006
Avian flu could prompt a pandemic. But it's also an investment opportunity.
Stealth Bull Market
February 24, 2006
Stocks might appear lackluster, but looks
can be deceiving.
Waking to China
February 17, 2006
Since the 9/11 attacks, China has morphed from potential threat to vital
partner.
Oil's Slippery Slope
February 10, 2006
Several signs point to fossil fuel going the way of the dinosaur.
Good as Gold
February 3, 2006
To judge Greenspan, look how closely Fed policy was linked to gold prices.
The
Elephant in the Room
January 27, 2006
Lately, the market's fortunes have been tied to Republicans' prospects for
holding Congress.
The
Tax Worth Avoiding
January 20, 2006
An unlikely coalition is winning the fight against an archaic phone tax you
pay.
Maryland Wallops Wal-Mart
January 13, 2006
The state's move to tax the retailer over health care is an ominous
development.
History Repeats Itself
January 6, 2006
The inverted yield curve of 1998 didn't lead to recession. Ditto for 2005's.
Climbing a Wall of Worry
December 9, 2005
The economy is strong, yet investors are nervous. That signals a bull market
to me.
Buy
the Books
December 2, 2005
Peter Bernstein's investing guides teach individual investors to think like
the pros.
It's Still All Good, but...
November 18, 2005
My indicators point to higher stock prices. But recent events in Washington
worry me.
It's All Good
November 4, 2005
Washington has calmed, volatility has fallen and my technical indicators are
pointing up.
Volatility Is Back
October 28, 2005
Washington intrigue has sent stocks gyrating again. But the fundamentals
remain strong.
Stocks Will Shine Again
October 21, 2005
Wall Street loves bonds and hates stocks. Guess what I'm buying.
The Inflation Fix
October 14, 2005
Some Fed officials still haven't figured out how to control rising prices.
That's a problem.
Running Out of Gas
October 7, 2005
Energy is a hot commodity right now too hot. Take profits while you still
can.
Greenspan's Finishing Touches
September 30, 2005
The Fed will keep raising rates to tame the inflation that threatens his
legacy.
Unnatural Disaster
September 23, 2005
The biggest blow from back-to-back hurricanes could be dealt if Washington
decides to roll back tax cuts.
The
Calm After the Storm
September 9, 2005
Stocks are up and oil prices are down post-Katrina. Now let's hope
Washington doesn't ruin the recovery.
The
Way the World Works
September 2, 2005
Jude Wanniski is gone, but his ideas live on. Good thing for our economy.
A
New Era for Energy
August 26, 2005
Unlike in the 1970s, today's rising oil prices don't spell doom for the
economy. Here's why.
Relief Is in Sight
August 19, 2005
Oil prices are due for a big drop, so long as the Fed does its job on the
inflation front.
The
Ups and Downs of a Sideways Market
August 12, 2005
When there's little volatility in stocks, leverage offers the potential for
better gains.
Don't Look a Gift Horse in the Mouth
July 29, 2005
An unusual confluence of low rates, low volatility and low valuation is
making stocks attractive.
A
Coup in China
July 22, 2005
China's announcement to revalue its currency is terrific news for U.S.
stocks.
Lessons From the Poker Table
July 15, 2005
Investing and poker are similar in many ways. Right now, it's time to raise
the stakes on stocks.
Life Goes On
July 8, 2005
The markets quickly absorbed the London bombings and in a way, that's
good.
Refining Your Oil Strategy
June 24, 2005
There's no reason why $60 oil is any worse than $59 oil. Here's how to
profit from the panic.
Stocks vs. Bonds: Stocks Win
June 17, 2005
Equities are a smarter long-term bet right now than 10-year Treasurys. Just
do the math.
It's About Time
June 3, 2005
The climate in Washington is finally turning pro-business, and stocks are
welcoming the shift with a rally.
Hedges Are About to Roll
May 27, 2005
There's a bubble in bonds, thanks to hedge funds. Just be sure you move into
stocks before it bursts.
It's the Global Economy, Stupid
May 20, 2005
Forcing China to float its currency would jack up prices at Wal-Mart. Do we
really want that?
The
Sky Isn't Falling
May 13, 2005
Despite doomsday scenarios, retiring baby boomers cashing in their
portfolios won't cripple the stock market.
Bottoms Up!
May 6, 2005
A powerful rally is brewing. If you don't believe me, believe Kirk Kerkorian.
Who's Afraid of the Big Bad Bear?
April 22, 2005
Not me. While I'll admit stocks face obstacles, there's nothing the market
can't overcome.
Nothing to Fear but Fear Itself
April 15, 2005
Stock valuations are among the lowest in 20
years, yet investors are afraid to buy. That's their loss, not yours.
Trust But Verify
April 8, 2005
The Social Security Trust Fund is full of Treasury bonds. Is that good
enough?
Hundred-Dollar Oil My Foot
April 1, 2005
With the Fed taking a tougher stand on inflation, oil prices are in no
danger of soaring from here.
Greenspan Gets It Right
March 28, 2005
By finally acknowledging the very real threat of inflation, the Fed chief
has put the economy back on track.
Wall Street Over a Barrel
March 18, 2005
Stocks have survived the nastiest bear market since the Great Depression. So
why are investors still glum? One word: oil.
Inflation Is Everywhere
March 11, 2005
Consumer prices don't need to be rising uniformly for inflation to be a
problem. They aren't, but it is.
Burn, Baby, Burn
March 4, 2005
What oil problem? The smart thing to do is to consume even more.
Here's why.
One
Man's Barbaric Relic...
February 25, 2005
All indicators point to rising inflation and a weaker dollar. That makes
gold a smart bet.
Cult of Musicality
February 11, 2005
The market's in love with Apple's iPod. That's why it might be the perfect
time to sell or short the stock.
Social Phobia
February 4, 2005
I think the president's economic agenda would be terrific for stocks. Here's
why investors are so frightened.
Getting Personal
January 28, 2005
The Social Security debate is heating up. Here's why I think personal
accounts are the way to go.
Happy Days Are (Almost) Here Again
January 21, 2005
Valuation and other market measures tell me that stocks are on the verge of
a very nice rally.
You
Say You Want a Revolution?
January 14, 2005
Investing Social Security money in stocks would transform the notion of
saving and light a bonfire under equities markets.
Did
I Call It or What?
January 7, 2005
Last week, I warned of a rough early January. Here's why I believe things
will get better soon.
Get
Ready for Another Strong Year
December 31, 2005
Sure, there'll be bumps in 2005 but those bumps will be great buying
opportunities.
Options, Schmoptions
December 17, 2004
The new options-accounting rule amounts to absolutely nothing except the
creation of a new rule.
Ownership Has Its Privileges
December 10, 2004
Privatizing Social Security isn't merely the smart thing to do it's also
the right thing to do.
Fear Itself
December 3, 2004
Nothing bodes better for stocks than investor fear and there's plenty
right now.
Scary Bonds
November 19, 2004
Want an investment that's guaranteed to lose money? Buy a Treasury bond.
Buffett Is All Wrong on the Dollar
November 12, 2004
The U.S. isn't Squanderville it's Inflationville. Too bad Greenspan hasn't
figured that out.
Bush Wins! Now What?
November 5, 2004
The election result will be very good for stocks especially in these key
sectors.
Hail to the Chief, No Matter Who He Is
October 29, 2004
Stocks will soar once the presidential election is decided. Don't miss out
on the rally.
Look Out Above
October 22, 2004
Once the election is over, stocks will soar, with growth leading the way.
Here's why.
Chalk One Up for Capitalism
October 8, 2004
Oracle's legal win in its pursuit of PeopleSoft was a victory for
shareholders everywhere.
The
Hunt for a Black October
October 1, 2004
Traditionally considered a lousy month to own stocks, this October will be
different. Here's why.
A
Huge Opportunity Is Brewing
September 24, 2004
Stocks have been this cheap only three times in the last 20 years. All three
times, they soared.
A
Conspiracy Theory
September 17, 2004
So-called Bush futures bets on an incumbent victory in November plunged
this week, and then soared. Why?
Nostalgia Can Be Dangerous
September 10, 2004
Are investors better off now than they were four years ago? Actually, yes,
in many ways.
I'm
No Economic Girlie Man
September 3, 2004
Fears of a soft economy and terrorism have held back the market until now.
Parallel Problems
August 27, 2004
The Olympic gymnastics debacle could have a big impact on the stock market.
Here's why.
Hot, Bubbling Oil
August 20, 2004
With prices racing toward $50 a barrel, oil is due for a major correction.
One
Word: Oil
August 13, 2004
It's the single biggest market driver right now. When oil prices fall,
stocks will soar.
Bull Speed Ahead
August 6, 2004
The latest jobs number won't derail the stock market from its road to
recovery.
Conventional Wisdom
July 30, 2004
Markets passed a big test this week as Democrats gathered in Boston. Wish I
could say the same for John Kerry.
A
Bottom Is Near
July 23, 2004
With the tech sector as cheap as it has been in years, my indicators point
to a rally soon.
Move Over Martha
July 16, 2004
The really big news this week wasn't Martha
Stewart, but Intel's quarterly letdown.
Bush, Kerry and Life on the Range
July 9, 2004
Stocks have been stuck in a tight trading range for months. The election
will change that.
How to Play the Rate Hike
June 25, 2004
The quarter-point rise won't make traders too
jittery. The bias change, on the other hand...
The Inflation Monster Is Back
June 18, 2004
The longer
the Fed waits to boost interest rates, the more your future wealth erodes.
Looking Backward, and Forward
June 11, 2004
Ronald Reagan did what made sense and changed the world.
When Terrorists Attack
June 4, 2004
Fears of another strike on U.S. soil are already priced into the undervalued
stock market.
Buy, Buy, and You'll Fare Well
May 28, 2004
Many of the technical indicators I follow haven't been this bullish in
years.
What, Me Worry?
May 21, 2004
Oil prices are high and could go higher. The economy won't feel a thing.
Don't Listen to the Politicians
May 14, 2004
No, the economy isn't perfect. But the environment for stocks has rarely
been better.
Rate Hikes Are Good
April 30, 2004
Don't lose your head. I'll explain why a little tightening will be a good
thing.
There's Reason for Optimism
April 23, 2004
If the past is any indicator, this bull market still has some life.
The
Ball Is in Greenspan's Court
April 16, 2004
With hiring on the upswing and inflation
rising, it's time for the Federal Reserve to start hiking rates.
Jobless Recovery My Foot
April 2, 2004
As I've been saying for months, the right statistics have been pointing to
solid job growth all along. Did I mention that the economy is booming?
The
10-Year Mistake
March 26, 2004
Buy 10-year Treasurys, and you're almost certain to lose money. Here are
some better ideas.
Buying the NASDAQ? Watch the Polls
March 19, 2004
The chart is clear: As Bush goes, so go tech stocks. And right now, Bush is
gaining.
How
to Trade Like a Hedge Fund
March 12, 2004
This week, I've stumbled on a recipe for success and one for failure.
Banking on a Buyable Dip
March 5, 2004
Gold is up, the Nasdaq has stalled and Bush faces a tough re-election
battle. If you ask me, it all adds up to a buying opportunity in tech
stocks.
Power to the PeopleSoft
February 27, 2004
It's bad enough that the software maker
is resisting Oracle's buyout offer. But now the feds are stepping in on
antitrust grounds. Give me a break!
The
New Red Scare
February 20, 2004
Don't believe the silliness: China is no economic bogeyman. It might even
make you rich.
We,
the PeopleSoft
February 13, 2004
Employees don't own it shareholders do. And we demand better treatment.
I'm
Mad as Hell at PeopleSoft
February 6, 2004
I'd love to sell my shares to Oracle (or anyone) for $26. Why won't Craig
Conway let me?
Bush or Kerry? You Bet!
January 30, 2004
Thanks to a new, legal futures exchange, you can make real money on your
political hunches.
The Fallacy of Insider Trading
January 23, 2004
The media are convinced that there's "record
insider selling" right now. Hooey.
Great Investing Secrets Revealed
January 16, 2004
People often ask me how I stay on top of the markets. Here's the answer.
Basic Advice for 2004
January 9, 2004
My models point to another strong year for stocks in general and one sector
in particular.
Politics and the Pocketbook
January 2, 2004
Think Wall Street and Pennsylvania Avenue have nothing in common? Think
again.
Sticking It to the Little Guys
December 19, 2003
Another scandal is brewing as the mutual-fund industry tries to put
independent stock researchers like me out of business.
Saving Social Security
December 12, 2003
Conservatives' plan to salvage the failing system could go into effect if
Bush wins a second term.
An
Open Letter to the Fed
December 5, 2003
It's time to start raising rates, Mr. Greenspan, before inflation rears it
ugly head.
Sympathy for the Devil
November 21, 2003
Donald Luskin
Some major mutual-fund companies will go down
for their part in the scandal. Mark my words.
How
to Play the Fund Scandal
November 10, 2003
Panic selling is the wrong move. And, perhaps, the right move.
The
Election Trade
November 3, 2003
Here are two compelling arguments that the market will rally dramatically in
2004.
The
Tax Cuts Worked!
October 31, 2003
And soon the job market will come roaring back, too. Here's why.
The
Market's 'Retarded Potential'
October 24, 2003
The S&P 500 should be at least 10% higher right
now. Here's why.
A
Market Indicator You Can't Ignore
October 17, 2003
One important gauge of NYSE trading activity is very, very bullish right
now.
California Dreamin'?
October 10, 2003
It's up to Arnold Schwarzenegger to save American business from Chinese
competition.
The
Economy Is Catching Fire
October 6, 2003
Job growth is picking up, and profits are soaring. That's good for stocks,
and disastrous for bonds.
Watch Out for the Pander Bears
September 26, 2003
Policy makers are courting Midwest voters and
rocking the stock market.
The Jobs Glass Is More Than Half Full
September 12, 2003
The Fed's preferred employment gauge says we're mired in a jobless recovery.
Another, better gauge says job growth is soaring. Which is it?
Mutually Assured Destruction
September 5, 2003
Mutual-fund companies have betrayed investors. Politicians could make things
worse.
The Price of Free Money
August 29, 2003
A little something called a carry trade cost bond investors billions this
summer. Here's how.
The Truth Is Revealed
August 22, 2003
Herewith, answers to your toughest questions about this volatile market.
Its a Great Time to Buy
August 15, 2003
All of my trusted gauges point to another big upswing for stocks.
What's So Bad About Rising Interest Rates?
August 8, 2003
The media would have you believe the economy is doomed. Quite the opposite.
By George, I Think He's Got It
August 1, 2003
The economy has perked up ever since the Bush tax cuts kicked in.
Coincidence? I think not.
Investors Are Terribly Myth-Guided
July 25, 2003
Debunking "You can't time the markets" and other investing fallacies.
Welcome to Bizarro World
July 18, 2003
Today's market is a mirror image of the one in 2000 and that's super.
Numbers Can Be Deceiving
July 11, 2003
Skeptics say the market is grossly overvalued right now. Dig through the
numbers a bit, and you'll find the opposite to be true.
The Case for Bearishness
June 27, 2003
I'm still bullish on stocks, but my forecast isn't all rosy. Here are some
things to watch for.
Pompoms and Circumstance
June 20, 2003
The record shows that I turned bullish only last year. So why do people call
me a cheerleader?
Ding-Dong, the Bear Is Dead
June 13, 2003
Mark these words: Stock prices will be higher a year from now than they are
today. Here's why.
It's All in the Charts
May 30, 2003
I'm no technical analyst, but the numbers are pointing pretty clearly in one
direction right now.
The Perfect High-Pressure System
May 23, 2003
Greenspan has wised up, and tax relief is here. The economic clouds are
parting.
Joker! Joker! And a Triple!
May 9, 2003
Advice to Bill Bennett: Take up investing. It's just as fun as the slots,
with better odds.
We're Movin' on Up
May 2, 2003
The market's 200-day moving average has turned upward for the first time in
three years. Here's what it means for investors.
This Rally Is Fading Fast
April 25, 2003
Two months ago, it was time to buy. Now, it's time for caution.
Reader Beware
April 18, 2003
All the financial news that's fit to print isn't always worth following.
In Defense of the 'D' Word
April 11, 2003
Deficits aren't so bad especially when the budget shortfalls spur economic
growth.
Catch Us If You Can
March 28, 2003
Believe it or not, tech stocks are the stars of
2003. Here's why.
I Told You So
March 21, 2003
A powerful rally is exactly what we've gotten. And it's not over yet.
Turn That Frown Upside Down
March 14, 2003
The charts are telling me that the second bottom of March 2003 will be as
important as the second top of September 2000. Might happy days be here
again?
This Market Is FUD
March 7, 2003
Fear, uncertainty and doubt are dominating investing decisions. Soon, all
three will be gone.
Market Timers, Listen Up
February 28, 2003
Here are some more technical indications that stocks are ready to jump.
This Market Is Ready to Zoom
February 21, 2003
My best indicators point to explosive buying soon.
Why It Will Work
February 14, 2003
The Bush tax-cut plan: You've got questions, I've got answers.
If Tech Recovered in the Middle of the Woods...
February 7, 2003
Earnings are finally on the rise at big technology companies. Why isn't
anyone paying attention?
Thank You, Mister President
January 31, 2003
The Bush tax plan will cause stock prices to jump by 15%. I've done the
math.
The Truly Dismal Science
January 17, 2003
Common sense tells us the Bush plan will succeed. But some in the academy
would have you think otherwise.
The Brilliance of the Bush Plan
January 10, 2003
If Congress doesn't mess things up, we could be in store for another
economic boom.
Back to the Future
December 27, 2002
Treasurys dominated 2002, but an old bond favorite from the 1980s just may
turn out to be a better bet in the coming year.
I've Got Mail
December 20, 2002
The fervid reader response to my comments on tech stocks shows that
capitulation remains a pipe dream.
Don't Believe Everything You Read
December 13, 2002
In my expert opinion, there's nothing worse than sloppy financial
journalists.
A Sucker's Rally?
December 6, 2002
The Nasdaq may have rebounded, but talk of a true tech recovery is a bit
premature.
Enough Analyst Bashing
November 22, 2002
Wall Street research isn't the issue. What gets people in trouble is what
they do with it.
Is Deflation Dead?
November 15, 2002
Last year, the risk was high. But now that the Fed's concerned about it, I'd
bet the other way.
The Microsoft Microcosm
November 8, 2002
If the thinking behind the Microsoft verdict were applied to Wall Street,
all our problems would be solved.
The Era of Big Growth Stocks Is Over
November 1, 2002
Sure, there are some compelling opportunities in this market. But don't
get too excited.
The Investing Enigma
October 25, 2002
Sometimes a loss is better than a gain. Really.
VIX Marks the Spot
October 18, 2002
A major volatility index points to the end of the bear market. Here's how to
profit in the short term.
It's Time To Assign the Blame
October 11, 2002
The bear market may or may not have ended. Either way, it's clear who got us
into this mess.
The Futures of Democracy
October 4, 2002
Traders making bets on the November elections offer a valuable lesson to
investors everywhere.
Survival of the Fiscally Fittest
September 27, 2002
Technology companies lacking loads of cash and ample market share face a
real threat of extinction.
Is Washington Listening?
September 13, 2002
The war on terrorism has silenced debate over the economy. That's bad for
all of us.
Irrational Pessimism
September 6, 2002
Any way you look at it, stocks are cheaper than they've been in decades. So
why aren't you buying?
A Numbers Racket
August 23, 2002
The only consensus on Wall Street is that earnings are becoming trickier to
decipher. Look no further than Ciena.
The Law of Unintended Consequences
August 16, 2002
The certification rule was supposed to remove doubt about financial
statements. It'll have the opposite effect.
The San Francisco Giants
August 9, 2002
In tech, bigger is usually better. That's why I like Cisco.
The Incredible Shrinking Earnings Estimate
August 2, 2002
With the markets slumping, analysts are busy reducing their earnings
estimates. How convenient.
Half Empty or Half Full?
July 26, 2002
By one important measure, stocks are deeply undervalued. By another, they're
priced just about right.
Practice What You Print
July 19, 2002
The Times is noisily huffing about
the evils of stock options, while busily indulging in them itself.
Killing Capitalism to Save It
July 12, 2002
What's really scary isn't the corporate scandals, but what government
will do to fix the problem.
How the Media Got It Wrong on WorldCom
June 28, 2002
Financial statements may not reflect reality. Unfortunately, neither does
financial journalism.
The Next Big Thing in Tech
June 21, 2002
1999 is long over. But the war on terrorism is only beginning.
I'm Finally Turning Bullish
June 14, 2002
Tech is still dead. But if history is a guide, the other 80% of the market
looks awfully appealing these days.
Intel and the End of Faith
June 7, 2002
The chip giant's punishment marks the waning of
false hopes for technology. And that's a good thing.
Does WorldCom Have a Future?
May 31, 2002
For the telecom giant to thrive, the regulators
who almost killed it will have to unshackle it.
Why I Wouldn't Touch a Chip Stock
May 24, 2002
It's the dark side of Moore's Law: Chip makers have to run twice as fast
just to stay in the same place.
Not an Option
May 17, 2002
S&P will now include option expenses when it calculates companies' earnings.
Bravo.
The Valuation Conundrum
May 10, 2002
Why are stock valuations so high today? And can
they possibly stay that way?
This Is a Recovery?
April 26, 2002
The fuzzy math of economic statistics says yes, but the stock market begs to
differ.
The Clout of Capital
April 19, 2002
There's an important new book that every
investor should read.
IBM and Tech's Case of the Big Blues
April 12, 2002
IBM reveals the whole sector's problem this earnings season: It's still too
pricey.
Pay Attention to Pension Funds
April 5, 2002
Defined-benefit pension plans will shave billions from corporate earnings
this year.
Tech Stocks Are Still Pricey
March 22, 2002
In December I said long-term Treasurys were a
better deal. My case is even stronger today.
Intel Outside
March 8, 2002
The recovery's in full swing. So why is Intel out there with its nose
pressed to the window?
The Greenspan Gadfly
March 1, 2002
The Feds chief congressional critic may be a
little off the wall, but hes asking some interesting questions.
Enronic Cleansing
February 22, 2002
Going after corrupt companies
is one thing, but this week's attack on Cisco is the work of a lynch mob.
The Wrong Medicine
February 15, 2002
Intrusive government helped
kill the tech boom. And now government thinks it can fix things.
Companies and Their Co-Dependents
February 6, 2002
Corporations aren't the only
ones who like their accounting a little slippery.
Biotech Comes Down With Enronitis
January 23, 2002
The ImClone imPlosion has made
a risky sector look even riskier. But that's not all that ails biotech.
Risky Business
January 16, 2002
Intel is pulling in its horns,
and so are investors. Since risk-taking is what creates growth, that puts
the economy, and the market, in a bind.
It's All About the Earnings
January 9, 2002
Tech stocks are already priced for stratospheric growth this year. Think
that's gonna happen?
The Tinkerbell Recovery
December 26, 2001
Everybody seems to believe the
market is calling the end of the recession. But wishing won't make it so.
When Bigger Isn't Better
December 19, 2001
Biotech is all about
innovation and risk-taking and that's what's wrong with Amgen's plan to
buy Immunex.
The Case for Bonds
December 12 , 2001
Tech stocks are once
again priced for perfection, while bonds are a bargain. It's an opportunity
investors should pounce on.
Power to the People
December 5, 2001
Critics of
Social Security privatization say Enron proves markets are too risky. In
fact, the lesson is just the opposite.
Looking at the Record
November 28, 2001
How have the investment themes I've discussed in this column panned out?
The Deflation Investor's Checklist
November 21, 2001
A deflationary spiral would be bad for stocks. But there are ways to protect
your portfolio.
Still Think Deflation's Just a Bugaboo?
November 14, 2001
Think again. The Fed's tight-fistedness has us on the brink of
a Japan-style cycle of falling prices.
What if the Market is Right?
November 7, 2001
Naysayers fret that defense and security spending is an unproductive
sinkhole. But investors sure like what they see.
Portfolio
Secrets of Neutron
Jack
October 24, 2001
In hard times, the most powerful companies
don't just survive. They get stronger. And those are the stocks you want.
Listen For the Theme Song
October 17, 2001
Big shocks create big new investing
themes. Get the theme right, and you can get just about everything else
wrong. Case in point: my "Jihad Portfolio."
Of Caterpillars and Capital Gains
October 10, 2001
To really stimulate the economy, we
have to coax investors to take risks again. And the way to do that is with a
capital-gains tax cut.
The 401(k) Gospel
October 4, 2001
I preached it, you believed it and we all forgot that stocks are risky. But it
isn't time to abandon that old-time religion. Here's what 401(k) investors
should do now.
The Failure of Alan Greenspan
September 19, 2001
We're facing the perfect storm, and the Fed has lost control of the boat.
Rising from the Ashes
September 12, 2001
Crises like Tuesday's terror always end up bringing out the best in America. We
will rebuild and so will the U.S. economy.
Assisted Suicide for Corporations
September 5, 2001
The latest "blockbuster" merger is nothing more than the
desperate coupling of two has-beens the kind of spectacle that's plain bad for
the stock market.
The Greenspan Growth Recession
August 29, 2001
The Fed Chairman slammed the brakes on the technology-driven
bull market. Now he's learning that it's a lot harder to step on the gas.
Disappointment with Dr. Greenspan
August 22, 2001
The market expected Tuesday's quarter-point rate cut. So why did it react so
violently when that was what we got?
The
Looming Deflation Crisis
August 15, 2001
Our obsession with rising prices is wrongheaded. It's
inflation's opposite number we should be worried about. Just look at Japan.
When the
Cisco Gorilla Sings
August 8, 2001
The earnings opera is
over, and the sour note came not just from the tech titan's plunging profits,
but from the sense that its missing a big opportunity.
The
Next Big Thing
August 1, 2001
Letting Americans invest
some of their Social Security money could usher in a new Golden Age for stocks.
|