01-03-02
January Effects, But Still Deflation
01-08-02
The Mechanics of Monetary Deflation
01-17-02
When Does It End?
01-23-02
A Few Things to Worry About
01-30-02
State of the Union/Deconstructing 4Q GNP
02-05-02
Gold's Surge: When Does It Stop?
02-08-02
Client Q&A on the Gold Surge
02-25-02
Is the Recession Over?
02-27-02
What? A Credit Squeeze?
03-08-02
Tax Bill: Bolt from the Blue
03-13-02
Pushing Against the Tide
03-20-02
Gold Stuck at $293
03-27-02
The Gold Move
04-04-02
Colin Powell to the Rescue
04-10-02
Bush and Arafat, Both Boxed In
04-15-02
The NeoCon/Conservative Pact Unravels
04-18-02
Waiting for Something to Happen
05-01-02
Wall Street's Elusive Inflection Point
05-09-02
How Low Can the Market Go?
05-20-02
Finding the Bottom
05-23-02
Thinking about Deflation XXI
05-30-02
'It's the Economy Stupid'
06-06-02
Inflation + Deflation = Reflation
06-12-02
Testing the Floor
06-20-02
The Model: Still Working
06-24-02
An Overcooked Bear?
07-11-02
The Corporate Terrorist Tax
07-17-02
Sorting Out the Market Variables
07-23-02
Please Do Not Feed the Bear
07-29-02
Gold and the Fast Track
08-06-02
Waiting for Good News, or Bad News
08-14-02
Walking the Treadmill with President Bush
08-20-02
Wall Street and Iraq
08-28-02
The Real Reason for Invading Iraq
09-04-02
Congress Returns: Wall Street Trembles
09-09-02
Relax on Iraq
09-17-02
Paying for a War in Iraq
09-19-02
A Saddam Stock Market
09-23-02
Slowing the War Momentum
09-30-02
A Saddam Stock Market (Cont.)
10-03-02
A Saddam Stock Market III
10-08-02
The Bush Speech: What Next?
10-14-02
The No-War Scenario
10-24-02
An End to the Saddam Stock Market?
10-31-02
Quite a Nice October
11-06-02
First Thoughts on the Election
11-11-02
Back to the Deflation Market
11-25-02
The Fed Notices Deflation
12-06-02
Brinkmanship with Iraq
12-09-02
New Economic Team, Old Ideas
12-11-02
New Team, Further Thoughts
12-13-02
The Anatomy of the Gold Move
12-17-02
The Anti-Lott Coalition
12-20-02
Holiday Notes and Comments