The high-water mark of optimism versus today's ebb tide of pessimism.
Will the Fed fall into the inflationary trap of using monetary policy to deal with non-monetary problems.
Warren Buffett's perplexity reflects the market's paradoxical combination of growth and value plays.
Iraq risk has been kind to Treasuries -- but what happens after that risk is resolved?
The paradox of Bush's strategy is that he's ramping up political risk as his approval ratings decline.
Markets are not comforted by deferring the decision to go to war -- markets want resolution, and that's probably not far away.
Techstocks have beaten the market this year -- thanks to both economic recovery and the risks of war.
Yes, the markets fear the risk of war -- but it's a risk with both a downside and an upside.
The recession's signature malady -- depressed capital investment -- is quietly beginning to turn around.
There's no inflationary impulse in the Fed's accommodative stance -- yet. But it's time to start watching.