Tightening cycles can be good for stocks -- if the Fed gets it right for a change.

With the world supposedly falling apart, why isn't the market more scared?

This isn't the 1970s -- today's oil prices don't have to be an obstacle to expansion.

This time it really is different: today's high oil prices don't have to mean a rerun of "That 70's Show."

Gradualism means the Fed is not so gradually falling behind the inflationary curve.

Junk bonds could soon face a double-headwind from inflation and Fed rate hikes.

Equities are hostage to resolution on inflation and the election.

Small improvements in reported inflation only open the door for large policy error.

Most investors don't "get it" that inflation is alive short-term, and that disinflation is dead long-term.

You can't fight the numbers: trusting the Fed has been an expensive mistake.