Chips aren't just commodities, and it's going to take a lot more than deflation-relief to get the semiconductor industry over the problems created by Moore's Law.

Cut through all the statistical noise, and first quarter growth looks nothing like the advertised boom.

The regulators and the Fed nearly killed WorldCom -- now they may have to try to save it.

The media's consternation over the dollar and gold is off the mark. These are the best indications yet that the Fed's deflationary siege is finally over.

The equity market has finally returned to a normal level of earnings-based valuation... but what's normal? And will the earnings be there?

Intel's blockbuster guidance revision shouldn't have been a surprise -- but it may signal the beginning of the end for whacky techstock valuations.

For the Fed, reversing last year's rate cuts looks likely to stay on hold.

The overall market is normally valued for the first time in 5-1/2 years and earnings recovery is at hand -- what are the risks?

Oracle beats, but the tech sector will still get beat up. The focus of economic recovery is elsewhere.

Don't believe the scare stories about the record trade deficit -- it's a sign that the US economy is recovering.