Treasury's ill-advised shift to an "activist" dollar policy carries potentially ominous domestic and international implications.
The deficit is a reflection of our performance-based economy -- slow growth was its cause, and fast growth will be its cure.
Tech is no bargain, but it's at the center of an investment-led recovery.
The Fed's confused belief that its role is to regulate the labor market is again putting monetary risk in play.
Fed policy will help stocks climb the wall of worry, even if it is entirely absurd.
A grim-looking labor market doesn't directly threaten the expansion, but carries risks of its own.
Spitzer's new front is probably a non-event -- but here are the risks you might not have considered.
Productivity is not the enemy of job creation -- it is indispensable to it.
The conventional wisdom expects Japanese recovery -- but the dangerous dynamics of deflation may still be very much alive.
All the evidence is that the tax cuts on dividends and capital gains are performing exactly as predicted.