In a pessimistic and politicized world, stocks are just barely beginning to reflect the macro positives.
Don't be fooled -- signals from the dollar and the CPI only seem benign.
Trade, monetary and tax policy risks all abated last week: good news for stocks.
Bond bulls retreat today as manufacturing defies the case for stagnation.
Oil prices put the Fed on notice: this is no time to be flirting with a less vigilant stance.
Oil, inflation plays, Social Security, global warming and China.
This month's seemingly strong dollar masks dangerous underlying weakness in Fed policy.
The carry trade with the best mark-to-value and the most valuable optionality is the one that no one is doing.