01-06-01
The Monetary Treadmill in Reverse
01-24-01
Transition
01-26-01
Thinking about Prices III
02-02-01
The Big Gold Question
02-13-01
Greenspan/O'Neill: Instant Analysis
02-16-01
Taxes and Money: Catch 22
02-21-01
Greenspan in Denial
03-07-01
No Reason to Hold Equities
03-14-01
Thinking about Deflation XVI
03-15-01
Thinking about Deflation XVII
03-30-01
My Five Days in Washington
04-04-01
How We'll Hit Bottom
04-05-01
Is This the Bottom?
04-06-01
Refresher Course on Gold
04-10-01
Contraction Rally
04-18-01
Thinking about Deflation XVIII
04-24-01
Thinking about Deflation XIX
05-03-01
Energy and the Economy
05-09-01
Triangulating with 'Newt' Rumsfeld
05-18-01
A Bit of Deflation Relief
05-23-01
A Three Ring Circus
05-31-01
A Political Catch 22
06-07-01
President Pinocchio and Global Warming
06-12-01
Deflation: What Else Could It Be?
06-14-01
Only Supply-side Republicans Win
06-29-01
The Importance of Kemp's Gold Initative
07-06-01
Controversial Topics
07-12-01
Thinking about Deflation XX
07-23-01
Six Months of Bush
08-02-01
Market Inflection Point
08-09-01
Outlook for Bonds and Oil
08-23-01
Paul O'Neill's Passivity
08-28-01
Real Property and Deflations
09-07-01
What a Fine Mess
09-14-01
Next Week, Next Month, Next Year
09-17-01
The Market and Muslim McVeighs
09-19-01
The Risks of Holy War
09-24-01
The Terrorist Tax and Deflation
09-26-01
War on Two Fronts: At Home and Abroad
10-04-01
Bullish Up to a Point
10-18-01
Muliple Variables
11-06-01
The Deflation Spiral
11-19-01
Four Days in Washington
11-28-01
Fighting the Tape
11-30-01
Enron, O'Neill, Iraq and the Yield Curve
12-10-01
Gold and Bonds
12-18-01
Is This Holiday Rally for Real?
12-28-01
Key to 2002: Pricing Power