After two months of silence, Bush is back. It's time to unwind the Kerry trade.

Alan Greenspan wants inflation. The problem is: he's going to get more than he's bargaining for.

Bush (and the market) survived Richard Clarke. Now for tomorrow's payroll jobs number.

With new political uncertainties and no valuation tailwinds, the tech sector is suddenly not so compelling.

Even after March's terrific jobs report, the Fed still just doesn't get it.

Higher interest rates are not to be feared -- provided the Fed really delivers them, and Bush dodges the political fallout.