Donald Luskin
Donald Luskin
Donald Luskinis Chief Investment Officer for Trend Macrolytics LLC, a consulting firm providing investment strategy and macroeconomics forecasting and research for institutional investors...
NationalityAmerican
ProfessionBusinessman
CountryUnited States of America
fundamentals filters management
The fundamental work of investment management is filtering. The question is what do you filter.
disclosure funds provide street wall
Disclosure has the connotation of regulatory compliance. We started out to provide information-the funds are out to provide entertaining information. Wall Street isn't the only place to get it.
buy customers half law power says twice
Moore's Law says that every 18 months, customers can buy the same processor for half the price, or twice the power in a processor for the same price,
bound company curve expanding goes line market money moving people quality revenue save straight wanting
When you don't have an expanding market and have people wanting to save money by moving down the quality curve ... that goes straight to the revenue line of a company like Intel, and they are bound to miss,
cannot clear empowering information invested investors money motion revolution turned
It's clear to us we set in motion a revolution that cannot be turned back, ... The need for empowering investors to have information on the way their own money is invested is not going away.
empowering going-away information
The need for empowering investors to have information on the way their own money is invested is not going away.
fields internet investment
The Internet has leveled the investment playing field.
smart lucky
I'd always rather be lucky than smart.
real thinking political
Hillary does nothing without careful calculation. She knows that politicians - provided they have real power - who bash entire industries tend to raise huge dollars from individuals in those industries. Certain types of politicians are drawn to this marketing technique because they think the 'bashing' also can be held up as proof that they are not being corrupted. This scheme is called 'putting the squeeze on.' Does that phrase remind you of anything?
across burnt capital coming companies enron news silicon small toast venture
There's a stench of burnt toast coming out of all these news reports. It's very, very thought contagious. And if it spreads across the techs and venture capital companies in Silicon Valley, it will make Enron look like small change.
across burnt capital coming companies enron news silicon small toast venture
There's a stench of burnt toast coming out of all these news reports, ... It's very, very thought contagious. And if it spreads across the techs and venture capital companies in Silicon Valley, it will make Enron look like small change.
brothers founding institute money tend
The Koch brothers tend to give to right-leaning and libertarian causes. Koch money was instrumental, for example, in founding the Cato Institute and the Libertarian Party.
nervous summer
I'd say this is the most nervous summer I can remember.
bear casualty companies funds innovation innovative large market maybe small stay worst
The funds are a casualty of the economy. We've been through the worst bear market in 50 years, maybe 100 years, ... In these times, small innovative companies don't always make it. Large companies that stay away from innovation are usually the ports in the storm.