The BoJ's chief provides a grim reminder of the tremendous institutional obstacles to anti-deflationary policies.

Pass the "V"-agra! The steady march of upward earnings revisions from the September lows has stalled out.

How we can rely on faulty analyst estimates to gauge value in the markets? Because sometimes stock prices are even worse.

Fiscal 2001 is now officially over, so we can survey the damage to pension assets last year, and predict the hit to earnings this year.

We know booms. Recovery, you are no boom.

Oil's just an excuse -- the truth is that the investment necessary to sustain recovery just isn't happening.

Expectations still run rampant. But this earnings season, reality may get the upper hand.

Like OJ, IBM says it was framed. But that doesn't mean that it's not guilty.

For all the chatter about expansion, how come the markets won't bet on it?

The economy still can't generate the earnings recovery that techstocks need. But it's time to take some more profits off the table.