Dramatic (but predictable) upward payroll revisions, and no effect on the Fed's Evans Rule.

We're still bullish on gold, but it's not the "conviction trade" it was at $771.

No one should be surprised. QE2 continues, as does the slow-motion melt-up in stocks.

Beat the consensus, crush the whisper. Despite event shocks, the recovery has legs.

A speculative reaction -- and a downpayment on the peace dividend in the War on Terror.

Now stocks just have to grow into their earnings. The slow-motion melt-up will continue.

Pervasive pessimism is out of proportion to what's happening in markets and the economy.

An upset NY election, and no credible GOP presidential bid: political risk is on the table.

No, and no -- even though the economy looks weaker today than a year ago.

Shouldn't be a surprise -- and believe it or not, there were a couple of bright spots.