The "inflation plays" smell blood in Ben Bernanke's water.

Good economic news and a steady Fed will inexorably grind down the bond bulls.

Two big defeats for "net neutrality" regulation don't make a deregulatory trend.

Mixed signals prolong "Indian summer," but they're no cause for complacency.

While the bond market denies US inflation, for Thailand it's an all too familiar contagion.

We were right that stocks would dominate in 2006 -- the trick in 2007 will be to call the top.

But the Fed keeps the same hawkish bias, and bond markets still won't listen.

Stocks have drooped just as investors had become complacent, and growth visibly reaccelerates.

Tech and Telecom driven by Democrats -- Energy and Materials driven by seemingly everything.