Misplaced fears of an economic slowdown increase the risk that inflation will speed up.

Add another one to the list of risks driving stocks to historic undervaluation.

Even economists who respect market-based price signals are missing the evidence of more inflation yet to come.

Thankfully, the Fed shows no sign of bowing to the pundits' scare stories.

The FOMC corrected its statement yesterday -- but when will the Fed correct the bond market.

The inflation-denying soft-patch brigade has found a new way to be wrong.

Stocks have pulled back from a value abyss -- shades of March, 2003.

Hedge fund panic mongers are trying to jawbone the Fed into a big mistake.

Risks to equities are improving, and so are prices -- yet stocks are as cheap as ever.