Bernanke's testimony this week should end all doubt that the next Fed move is to higher rates.

With Bernanke on indefinite hold and tax risk reduced, what's left to rally stocks?

The Fed is being put on the spot to show it's not all talk.

Excess liquidity will absorb subprime's problems -- a Fed bailout would only add to inflation.

We got the correction we expected -- but is that really all it is?

Solid growth statistics trump the long-expected closing of Japan's free money spigot.

The market price of risk isn't zero anymore -- that's no threat to growth.

The inflation plays are the winners in the market's recent turbulence.

We're certain the 19th century economic prophet would be unperturbed by the current panic in subprime lending.