A marginal shift against expectations for sustained yen deflation is creating opportunities to short the Japanese government bond.

Don't forget that there's a currency play here too -- but you have to go to a little extra trouble to make it.

Gold's recent move to $300 represents one of the more promising signs that dollar deflation is finally at an end.

President Bush's Japan visit appears to have provided important impetus for a reflationary push.

The impact of pension problems on earnings and balance sheets is bad enough without imagining it's another Enron.

The New York Post stories about Cisco are a template for attacking every technology company in America.

He'll be even more circumspect than usual tomorrow -- and that will be a disappointment for the rate-hike bears.

Enron's new pension scam will throw light on ugly pension realities across the board.

If you didn't catch the Q&A following Greenspan's congressional testimony, here are the lecture notes, annotated and linked.

At last the stars are aligning for deflation relief in Japan. That should spell more trouble soon for JGB's.