There's no inflationary impulse in the Fed's accommodative stance -- yet. But it's time to start watching.
Shifts in valuations are hinting that there's growth out there beyond the risk of war.
A market addicted to bad news is overlooking some fundamental positives.
Long-term effects aside, here's why a dividend tax-cut would be a bolt from the blue that would boost all stock prices.
Bush's tax-cut plan hasn't even been proposed to Congress yet, but it's already starting to work.
The dead hand of Clinton-era economic fallacies puts Bush's tax package at risk.
Bush's stodgy tax plan is blossoming into an important pro-growth initiative.
A macro view of the major US asset classes, and a new Model Position in bonds.
Hopes for pro-growth tax policy initiatives are worse than dead -- they've never even been born.
It's for sure now -- both gold and Greenspan are telling us unambiguously that the Fed "gets it" on deflation.