The Other Winners in the Credit Crisis
If you didn't short risky credits, being long inflation has been the place to be.
No Quandary Here?
The Fed has a bogus rationale for sacrificing price stability on the altar of easy money.
Gold $1000, Here We Come
It's just a matter of time, with the Fed utterly oblivious to inflation risk.
Well Anchored?
The Fed's statements about inflation expectations are not anchored to reality.
On TAF and Jobs
On the Term Securities Lending Facility
Emerging Markets, Emerging Dollar Inflation
US inflation shows up first in the developing world, and then it comes home to roost.
Bernankruptcy
It's a wonderful panic, with Ben Bernanke playing Donna Reed. How will the movie end?
Three Quarter Profile In Courage
The Fed signals an end to endless rate cuts, and markets signal the Fed may have finally mastered the credit crisis.
Inflation Inflection
The Fed pulls back from the inflationary brink, and we call the top on "inflation plays."