The market doesn't want to wait for Bush's tax-cuts -- but a rush to cut a lousy deal is even worse.
With war-fear trades unwound and the Fed still committed to fighting deflation, gold has more upside than downside.
Warning: data in the rear-view mirror is smaller than it appears.
The war comes first. Nevertheless, the market underestimates the chances for pro-growth tax-cuts.
Markets have been a lot more resilient than embedded Wall Street pundits appreciate.
Bush's defeat in the Senate on tax-cuts is a victory -- the question is: what kind of victory?
The bears get their say this week as the war gets real -- but markets have seen the worst.
It's time for the recovery of risk tolerance, and that means more bad news for Treasuries.
The war has moved from the UN to Iraq, and the fever of uncertainty has broken.
The high-water mark of optimism versus today's ebb tide of pessimism.