Don Luskin

Don Luskin is Chief Investment Officer for Trend Macrolytics, an economics research and consulting service providing exclusive market-focused, real-time analysis to the institutional investment community. You can visit the weblog of his forthcoming book ‘The Conspiracy to Keep You Poor and Stupid’ at www.poorandstupid.com. He is also a contributing writer to SmartMoney.com.

Republicans: The Party of Big Government?

What should investors do about this month's elections, in which control of Congress went to the Democratic party for the first time in a dozen years? I suppose the first thing is to say "Thanks" to the guys who got booted from office on Tuesday. Be grateful -- it's...

A Conspiracy Theory: Bush Contracts

See if you can guess which stock I'm talking about. This stock topped out in early January at 75. It steadily declined all year, hitting bottom at 49 on Aug. 12. After that, it rallied magnificently. On Monday it was trading at 65. Then something very strange...

Hot, Bubbling Oil

Crude is quickly approaching $50 a barrel, leaving no doubt in my mind that oil is in a speculative bubble -- very much like what happened to the NASDAQ in 1999 and 2000. Previoiusly I wrote about some of the forces behind the alarming price rise: increasing global...

Intel’s Letdown

Despite the sensationalism surrounding Martha Stewart's sentencing on Friday, the disappointing earnings report out of Intel late Tuesday was the true big market event of the week. Shares of the chip maker lost more than 10% in Wednesday trading as investors...

How to Play the Rate Hike

I'm going to be on vacation all next week, riding horses on the western slope of the Rockies at the fabulous Home Ranch in Clark, Colorado. No phones. No TV. No Internet. No markets. So I'll miss the Federal Reserve's meeting on June 30. It'll probably make history by...

The Inflation Monster Is Back

The factor dominating the strategic situation is the long-overdue end to the Federal Reserve's patience in maintaining low interest rates. The single most important matter now facing the market is the urgent need for the Fed to raise interest rates -- now! This week's...

Terrorists Attack Already Priced Into Market

This column is going to be about what no investor wants to talk about: another terrorist strike on American soil, and how could it affect the stock market. How likely it is to happen -- and when? "When" is really the only question. Not "if." Who knows how many...

Buy, Buy, and You’ll Fare Well

Are your surprised that the stock market has broken out of its funk this week, even though it practically seems like the world is coming to an end? If you've been reading this column, you shouldn't be. Last week I said don't worry about high oil prices (they'll come...

Outsourcing: Threat or Menace?

Speech by Donald L. Luskin to the Corporate Finance Council of San Diego.Tonight I'm going to be talking about the controversy over "offshore outsourcing" in the context of a book I'm writing. My book is about the intersection of the science of economics, the power of...

Outsourcing: Threat or Menace?

Speech by Donald L. Luskin to the Corporate Finance Council of San Diego.Tonight I'm going to be talking about the controversy over "offshore outsourcing" in the context of a book I'm writing. My book is about the intersection of the science of economics, the power of...

Jobless Recovery My Foot

The Bureau Labor Statistics released its payroll jobs report for March earlier this month, and the reported growth of 308,000 jobs for the month is a blessed relief in what has been called a "jobless recovery." But this should really be no surprise. As I first argued...

The 10-Year Mistake

With the Federal Reserve holding official overnight interest rates at 1.00%, the yield on the typical money-market fund is about one half of one percent, after management fees. With yields this low, you've got to be tempted to do something -- anything! -- to get more....

The New Yorker on Michael Moore

There is so much that is overpoweringly vile about Larissa MacFarquhar's portrait of Michael Moore in the this week's New Yorker, that it is hard to know where to begin. Start with the multiple layers of radical chic phoniness entailed in the New Yorker celebrating...

I’m Mad as Hell at PeopleSoft

Antitrust laws are supposed to protect us little guys, right? Think again. Here's the story of how PeopleSoft chief executive Craig Conway is using the antitrust laws to deprive his own shareholders of the opportunity to sell their shares at the best price. I'm a...

Bush or Kerry? You Bet!

I love markets. Just think of all the things they make possible. Whenever there's a way for people to trade with each other, they always find ways to make money and reduce risk. So whenever market principles get applied in new ways, the world becomes a better place....

The Fallacy of Insider Trading

With Martha Stewart going on trial this week, it's a perfect time to take a look at insider trading. From what I can tell, Ms. Stewart is being railroaded. And whatever the merits (or lack thereof) of the case against her, investors shouldn't be especially worried...

Great Investing Secrets Revealed

Successful investing all about having the right information. That must be why I frequently get emails from readers asking me what sources of investment information I like best, or where on the Web to locate this or that specific piece of data. So today's column is...

No spam. Unsubscribe anytime.

Pin It on Pinterest