Deep historical context on today's unique market and economic conditions.

What 1979 can teach us about gold, inflation and the Fed.

Gold soars as the Fed resists politicization by giving politicians the easy money they want.

At last, an event catalyst for a long-overdue correction in stocks.

Under the upside surprise in headline jobs, some tiny improvement in key labor trends.

Markets and the Fed have quite correctly shrugged off last week's upside jobs surprise.

We stick with our call for a sluggish recovery -- there's no evidence for anything else.

Citing the lessons of the 1970s, the Fed seems ready to repeat its mistakes of the 1970s.

Both! Deflationary forces continue to bear down, so the Fed will inflate all the more.

Obama loses his rock-star status, driving an historic comeback for stocks.