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