June 30, 2008
Bonds, Oil and Banks 
The growing market quandary over the effects of a credit-led deflation and a commodity-led inflation was magnified last week. Oil prices hit record levels, while the outlook... More»
June 16, 2008
Is the Bernanke Fed on the Verge of Another Mistake?
June 9, 2008
Headline Overload
May 27, 2008
Is This More Than a Market Correction?
May 19, 2008
How Long Can the Market Discount Bad News?
May 12, 2008
The Recent Rally in Perspective
April 28, 2008
Over The Edge
April 21, 2008
Bottom Signs Abound, But There’s Still Time
March 31, 2008
Watch Two-Year Bond Yields
March 17, 2008
A Sliver of Light
March 10, 2008
Market Messages
February 25, 2008
There’s Always a
Bull Market Somewhere
February 11, 2008
Will Further Fed Ease Stop The Bleeding?
January 28, 2008
The Week That Was: Volatility Now in the Danger Zone
January 22, 2008
The Turn of the Tide
January 7, 2008
Tug of War
December 10, 2007
Some Thoughts at Year-End
November 26, 2007
The Tipping Point
November 19, 2007
Fed Policy is Too Tight...Again
November 5, 2007
The Fed Mixes It Up
October 29, 2007
Corporate Earnings Woes Wouldn't Derail the Bull Market
October 8, 2007
Will They or Won’t They?
October 1, 2007
Reflections on the Third Quarter
September 24, 2007
Shock and Awe
September 10, 2007
The Game Changer
August 27, 2007
Watchful Waiting
August 20, 2007
The Great Awakening?
August 13, 2007
The Great Unraveling
August 6, 2007
Stepping Back
July 30, 2007
More on Near Term Caution
July 23, 2007
Near-Term Caution
June 18, 2007
Risk is in Vogue Again
June 4, 2007
Will the Bond Market Spoil the Party?
May 29, 2007
'Tis the Season to Look Presidential
May 21, 2007
Market Momentum
May 7, 2007
Short-Term Economic Weakness and Longer-Term Equity Market Influences
April 30, 2007
Fast and Furious
April 23, 2007
Gold, Oil, and the Dow
April 9, 2007
April’s Best
April 2, 2007
Investor Angst and Market Action
March 26, 2007
Ben’s Rally
March 19, 2007
A Short Reminder on Having Perspective
March 5, 2007
The China Syndrome
February 26, 2007
Financial Crises and the Bullish Aftermath
February 20, 2007
Ben the Benign
February 12, 2007
Bear Essentials
January 29, 2007
As Goes January...
January 22, 2007
The Week in Review
