Another jobs report, another bad excuse for the Fed's flirtation with disaster.

Equity sectors are being driven by both growth and inflation.

Our inflationary fears are not reduced by the several popular China theories.

Until the Fed reverses its inflationary course, the dollar is headed nowhere but lower.

...basic materials sector earnings forecasts are exploding, and price hikes are starting to move through the pipeline?

Markets struggle to come to terms with the reality of inflationary acceleration.

The dollar move suggests only that we might avoid the worst-case inflationary scenario.

The most growth-sensitive sector is caught in the crossfire of political and monetary risks.

Political uncertainty is opening up an interesting value opportunity.

A too-tight Fed ended the boom. A too-easy one won't bring it back.