Markets twist in the wind while tax and monetary policy are up for grabs.

A growth plateau won't save bonds from rising inflation and a behind-the-curve Fed.

Intel's earnings report evokes the precipice before the fall -- but that was then and this is now.

Back at the bottom of the trading range, the Technology Sector looks cheap in relative and absolute terms.

Over-excited fantasies have elevated risk premiums at the bottom of the trading range.

The Fed now has several new reasons to make old inflationary mistakes.

Oil and jobs mean higher levels of political and monetary risk -- but the economy is still robust and stocks are very cheap.

Greenspan won't take a pass tomorrow -- but that's where the certainty ends.