01-05-04		Thinking about the U.S. of 2004
01-06-04		Letter To Bernanke
01-08-04		Update on the Patriot Act
01-15-04		Political and Financial Puzzles
01-23-04		Floating Democrats,Dollars and Oil
01-28-04		The Politics of Taxing and Spending
02-04-04		Thinking about Deficits
02-10-04		The G-7, China and the Fed
02-13-04		Watching the Greenspan Show
02-18-04		Clouds on the Horizon
02-24-04		Rearview Policy Drift
03-02-04		March Briefs
03-17-04		Take It Easy
03-22-04		Geopolitical Risks on Wall Street
03-31-04		So Much for the Kerry Plan
04-07-04		Client Q & A
04-15-04		A Best Case Scenario
04-22-04		Bush, Kerry, and the Middle East
04-29-04		The Fall in Gold and Metal
05-04-04		$38 Oil, in Perspective
05-06-04		FSC and the Fed
05-07-04		FSC/Fed Followup
05-11-04		Dow's Back at 10,000; What Next?
05-17-04		Isolating Gold and Equity Variables
05-19-04		Approaching June 30th
05-28-04		The Markets on Track
06-02-04		A Geopolitical Plus
06-09-04		Greenspan Head Fake and Other Items of Interest
06-18-04		Thinking Ahead to August
06-23-04		Summer's Market Issues
06-28-04		Iraqi Transfer: So Far, So Good
06-30-04		Fed Issues That Need to Be Addressed
07-02-04		What Next? A Weaker Economy
07-08-04		An Early Summer Lull
07-09-04		Watching Gold's Moves
07-19-04		The Presidential Race
07-21-04		Greenspan and Those Animal Spirits
07-28-04		The Natural Interest Rate
08-03-04		Market Notes (Re: Animal Spirits)
08-17-04		Oil and Equities
08-18-04		The Great Oil Debate
08-20-04		Gold, Oil and a Weaker Economy
08-27-04		Just Around Some Corners
09-02-04		Assessing the Policial Marketplace
09-08-04		The Presidential Race II
09-17-04		Iraq as an Election Issue
09-17-04		Iraq as an Election Issue
09-23-04		Will Israel Bomb Iran?
09-28-04		Client Questions
10-04-04		A Nice Little Rally
10-06-04		Corporate Tax Bill, Still Kicking
10-14-04		Puzzling Market Variables
10-21-04		Wall Street and the White House
10-28-04		A Discussion on Fed Funds Targeting
10-28-04		Making Up My Mind
10-29-04		China's Interest Rate Move
11-01-04		A Kerry Presidency
11-05-04		President Bush's Press Conference
11-08-04		A Weak Dollar Scenario
11-17-04		China and the Floating Dollar
11-22-04		Greenspan Passes the Buck
11-30-04		What Should Greenspan Do?
12-03-04		Greasing the Wheels of Commerce
12-08-04		Quick Trip to Washington
12-15-04		Interpreting Fed Policy
12-20-04		News from Saddam's Lawyers
12-22-04		Thinking About 2005
12-28-04		The Geopolitics of 2005