The new conventional wisdom is QE will be small -- but committees do unexpected things.

The "Zarnowitz Law" has been repealed. After a record drop, the economy refuses to grow.

The battle to extend Bush-era tax rates will be the first test for a new political alignment.

If it's sell on the news for QE2, buy the dip: the Fed won't quit till it works.

Upgrading our view on stocks and the economy, with no crazily optimistic assumptions.

Political stabilization destabilizes the safety net, while higher yields signal QE2 is working.

It doesn't require a perfect economy to justify substantial stock market gains in 2011.

Labor market to the critics: do you still think QE2 wasn't necessary?

The extension of the Bush-era tax cuts symbolizes that capital is still welcome in America.

The compromise tax bill will pass. Little warts and all, this is a pro-growth landmark.