Safe haven or mo-mo trade, at this point it offers little potential upside and much risk.

The rescues are working, and Obama moves to the center -- but the Big Three are going to re-open the wounds to market confidence.

Third quarter reported growth was dragged down by isolated factors likely not to repeat -- the expansion is still very much intact.

Our growth forecast is getting increasingly out of consensus -- and that's just where we like it.

The Fed admits its mistake about deflation in 2003 -- now it's the same mistake, but about inflation.

The Democrats did better than expected, but it's not a lurch toward anti-growth policy.

Equity sectors are already responding to the Democratic congressional sweep.

Seeming downticks in reported inflation are just counter-trend blips in a continuing uptrend.

How long can stocks make hay until the Fed lowers the boom?

The bond market is ignoring Bernanke's hawkish protestations, because for now it's nothing but talk.