Over-excited fantasies have elevated risk premiums at the bottom of the trading range.
Back at the bottom of the trading range, the Technology Sector looks cheap in relative and absolute terms.
Intel's earnings report evokes the precipice before the fall -- but that was then and this is now.
A growth plateau won't save bonds from rising inflation and a behind-the-curve Fed.
Markets twist in the wind while tax and monetary policy are up for grabs.
Gold tells the tale the Fed would rather be left unsaid.
You can't fight the numbers: trusting the Fed has been an expensive mistake.
Most investors don't "get it" that inflation is alive short-term, and that disinflation is dead long-term.