Gold is back down to pre-September 11 levels, an indication of the risks to a market pricing for V-shaped recovery.

Deflation is not falling prices. Deflation is not economic contraction. Deflation is when the Fed screws up.

Arthur Laffer must be rolling in his grave. Wait... he's still alive!

A real anti-deflationary policy thrust might finally be in sight in Japan, giving rise to compelling investment opportunities.

Some smart people are talking about an end to deflation -- but if it keeps going, here are some facts you need to know.

We've rallied back from death's door -- but we're still well within the context of recession.

Some would have us believe recent data suggests that an early recovery is all but assured. It's not.

The pounding of the bond market reflects expectations that the Fed will soon switch into a tightening mode. It's more likely that even after tomorrow's funds rate cut, the Fed won't be done.

Unless a "V" recovery va-va-va-vooms into earnings and reflation hard and fast, we've got an unbalanced market that favors a shift out of tech stocks and into bonds.

Speculation about a forthcoming anti-deflation policy initiative in Japan continues to mount.