In stocks, a new fastest horse emerges as the reflationary expansion turns inflationary.

Geopolitical/military risk is one thing -- and monetary risk is another.

The Fed's campaign to lower long-term yields and increase inflation is a dangerous bait-and-switch.

The economy's robust health highlights the potential being put at risk by the Fed.

Last year's rally barely moved valuations on an after-tax basis, and stocks are still cheap.

A questionable jobs number has given the bond market a questionable reprieve.

The "it" is inflation, and "it" will happen. 1987 deja vu all over again?

For all the fireworks last week, one truth remains: the Fed is too easy.

Kerry's Iowa surprise changes the market's perceptions of electoral risks for the economy.