| 11/3/2024 | A Final Pre-Election Outlook |
| 10/15/2024 | An Election Overview with Three Weeks To Go |
| 9/30/2024 | The View From Late September |
| 9/9/2024 | A Pre-Debate Election Outlook |
| 7/23/2024 | A Mid-Convention Election Outlook |
| 6/29/2023 | Dot.com Redux? |
| 7/28/2022 | Politics Makes People Stupid! |
| 6/10/2022 | Stocks Are Fairly Valued |
| 2/24/2022 | Initial Thoughts on Ukraine and the Markets |
| 1/5/2022 | Government Spending is Way Up, But That’s Not What’s Causing Inflation - Pt 2 |
| 1/4/2022 | Government Spending is Way Up, But That’s Not What’s Causing Inflation - Pt 1 |
| 11/23/2021 | Short-Term Gain! Long-Term Pain? |
| 8/31/2021 | 5000 |
| 7/7/2021 | Inflation is NOT Transitory |
| 4/22/2021 | Inflation! |
| 3/9/2021 | The Only Thing to Fear is Fear Itself! |
| 2/26/2021 | Herd Immunity, Higher Rates |
| 1/7/2021 | 2021 Turns Blue |
| 11/5/2020 | 2020: A Vote for Peace and Quiet |
| 10/29/2020 | The 2020 Election and Stocks |
| 10/2/2020 | What a Year! What a Week! |
| 9/4/2020 | Market Volatility and the Recovery |
| 8/7/2020 | Inflation, Employment & The Virus |
| 5/21/2020 | Corona Virus, Stocks and the Economy |
| 3/30/2020 | Recovery: V-Shaped or U? |
| 3/24/2020 | Two Invisible Threats |
| 3/17/2020 | Coronavirus Contraction |
| 1/14/2020 | 2020 Economic and Market Outlook |
| 11/18/2019 | Stay Bullish |
| 9/11/2019 | Negative Interest Rates are Fool's Gold |
| 9/9/2019 | Inversion: It’s Different this Time – Part 1 |
| 9/9/2019 | Inversion: It's Different this Time - Part 2 |
| 8/30/2019 | The So-Called Trade War |
| 7/31/2019 | How We Get 4% Growth |
| 7/15/2019 | Free Markets Always Win |
| 6/24/2019 | 5 Threats to Prosperity |
| 4/29/2019 | Conventional Wisdom Wrong Again |
| 4/15/2019 | Market Fears Overblown, Economy Strong |
| 3/8/2019 | The Economy is Just Fine |
| 2/22/2019 | Debt, the Economy and Stocks |
| 1/15/2019 | It’s a Correction, Not a Recession |
| 11/5/2018 | China, the Elections and the Stock Market |
| 10/25/2018 | Stocks Are Still Cheap |
| 9/4/2018 | The Kevlar Economy |
| 8/20/2018 | Don't Fret George Will's "Epic Collapse." |
| 8/15/2018 | Turkey, Tariffs, Tax Rates and Trump |
| 7/18/2018 | Downside to the Upside |
| 6/13/2018 | Bernanke, Recession and Tariffs |
| 5/21/2018 | U.S. Acts: Good Things Happen |
| 4/19/2018 | The Yield Curve will NOT Invert |
| 3/22/2018 | Don’t Fear Volatility |
| 3/9/2018 | The Bull Market: 9 Years and Counting! |
| 3/5/2018 | 5 Key Policies for Growth |
| 2/15/2018 | Inflation, Interest Rates, and Stocks |
| 2/2/2018 | Not a Heart Attack. Just Heartburn. |
| 1/23/2018 | Bada Bing Bada Boom |
| 1/5/2018 | Boom! |
| 12/15/2017 | 2018 - Dow: 28,500, S&P 500: 3,100 |
| 12/8/2017 | Inversion in 2018? Not Likely! |
| 11/17/2017 | Tasty Tax Reform |
| 10/20/2017 | Don't Fear a Taylor Fed |
| 10/4/2017 | Dr. Doom was Wrong! |
| 9/1/2017 | Hurricane Harvey and Broken Windows |
| 8/25/2017 | Political Games and Stocks |
| 8/11/2017 | North Korea and Stocks |
| 7/25/2017 | Productivity = Profits |
| 6/30/2017 | May the 4th Be With You! |
| 6/12/2017 | You Cannot Disprove a Negative |
| 5/16/2017 | There is NO Great Stagnation |
| 5/8/2017 | The Pendulum Swings |
| 4/19/2017 | Trumponomics and Stocks |
| 3/1/2017 | Trump Speaks, Stocks Soar |
| 2/8/2017 | The 4 Threats to Prosperity - Part 4 |
| 2/7/2017 | The 4 Threats to Prosperity - Part 3 |
| 2/6/2017 | The 4 Threats to Prosperity - Part 2 |
| 2/3/2017 | The 4 Threats to Prosperity - Part 1 |
| 1/25/2017 | The Plow Horse is Dead |
| 12/6/2016 | Dow 36,000 |
| 11/21/2016 | Give Thanks for the Coming Boom |
| 11/9/2016 | USA: Under New Management! |
| 10/25/2016 | Rate Hikes Won't Matter |
| 10/4/2016 | Austan Goolsbee is Wrong |
| 8/26/2016 | Yellen Will Lift Rates |
| 8/8/2016 | Trump's Policies Earn a B+ |
| 7/20/2016 | Will the Yield Curve Invert? |
| 5/26/2016 | Big Government Slams the Middle Class |
| 5/11/2016 | Elections, Politics and Stocks |
| 4/8/2016 | The Epic Collapse |
| 1/26/2016 | Oil and Stocks |
| 1/15/2016 | This is a Buying Opportunity |
| 1/12/2016 | Boom and Bust |
| 1/8/2016 | This Ain't No Bust |
| 12/11/2015 | Rate Hike Hysteria |
| 12/2/2015 | Say No to a Wimpy Fed |
| 11/9/2015 | The Rate Hike Huff |
| 10/30/2015 | Bias & the Markets |
| 10/19/2015 | Government DID NOT Save the Economy |
| 10/1/2015 | No Recession in Sight |
| 9/25/2015 | The BIG Correction |
| 8/13/2015 | Chinese Chicken Littles |
| 8/7/2015 | Can IMF Kill Dollar with Yuan? |
| 7/28/2015 | China Crash: Whaddaboutit! |
| 7/6/2015 | Happy 4th of July |
| 6/9/2015 | Liar, Liar, Unemployment (Not) Higher |
| 6/2/2015 | Does Redistribution Increase Inequality? |
| 5/27/2015 | Black Swans & Forecasting |
| 5/19/2015 | QE Did Not Build the iWatch |
| 5/8/2015 | June is Still on the Table |
| 5/2/2015 | War: @WSJopinion vs. @BenBernanke |
| 4/17/2015 | The Two Americas |
| 4/10/2015 | The Triple Mandate |
| 3/12/2015 | There Will Be Growth in the Spring |
| 3/6/2015 | Strong Jobs, Foolish Stocks |
| 2/13/2015 | Apocalypse? Not a Chance! |
| 2/12/2015 | Retail Sales Drop: Noise, Not News. |
| 12/9/2014 | Rate Hikes Will Not Stop Stocks |
| 12/2/2014 | US Economy – Less Fragile Than You Think |
| 11/5/2014 | Election Inflection |
| 10/1/2014 | Yes, Stocks are Volatile |
| 8/25/2014 | Tapering Has Not Hurt The Economy |
| 8/1/2014 | Don't Fret the Dip: Fundamentals Are OK |
| 7/10/2014 | The Fed Ends QE But Stays Easy |
| 6/13/2014 | The Fed Is Flying By the Seat of Its Pants |
| 5/30/2014 | Despite Drop in GDP, Economy OK |
| 4/23/2014 | Upside Surprise Potential |
| 4/15/2014 | The Plow Horse Gets De-Iced |
| 3/14/2014 | The Fed’s Mistakes of 2008 |
| 2/7/2014 | The Most Important Number in the World |
| 2/4/2014 | The Bogus January Effect |
| 1/6/2014 | Why Tapering Doesn't Matter |
| 12/23/2013 | The Problem with Bitcoin |
| 12/20/2013 | Why is Wesbury Smiling? |
| 11/14/2013 | The Chairwoman and QE |
| 11/1/2013 | How to Trade the Budget Crisis |
| 9/23/2013 | Obamacare! |
| 8/27/2013 | Who Can Normalize the Fed? |
| 8/15/2013 | Keynesian Fallacy - Part II |
| 8/14/2013 | Keynesian Fallacy - Part I |
| 8/6/2013 | QE, Stock Buybacks, and PE Ratios |
| 8/5/2013 | All Roads Lead to Profits |
| 7/11/2013 | Ben Bernanke is Seeing the Light |
| 6/18/2013 | Stocks Are Up, But Still Cheap |
| 6/7/2013 | Look Out For An Upside Surprise |
| 5/10/2013 | The Bogus QE-xcuse |
| 4/18/2013 | Post-Traumatic Stress Disorder |
| 3/13/2013 | What's Wrong with the Republicans |
| 2/13/2013 | The Plow Horse State of the Economy |
| 2/4/2013 | The Pessimists Are Losing |
| 1/15/2013 | 2013: Market and Economic Forecast |
| 12/12/2012 | AIG - Not A Government Success |
| 11/19/2012 | Election Musings |
| 10/23/2012 | Will the "Bernank" Resign |
| 10/16/2012 | No Recession Yet |
| 10/9/2012 | It's the Spending Stupid |
| 9/26/2012 | The Futility of Quantitative Easing |
| 9/19/2012 | Four Threats to Prosperity |
| 9/13/2012 | The Bernank Stomps on the Gas |
| 9/11/2012 | Will Tax Hikes Bring Back the 1990's Boom? |
| 8/14/2012 | The Romney-Ryan Achilles Heel |
| 7/26/2012 | Justice Roberts's Lesson for Ben Bernanke |
| 7/10/2012 | It's Not a Zombie Economy |
| 6/22/2012 | A Housing Shortage? |
| 6/14/2012 | A Dissent Against Charles Evans |
| 5/30/2012 | The Plow Horse Economy |
| 5/16/2012 | The Golden Drachma |
| 5/1/2012 | It’s Real Growth, Not Just Sugar |
| 4/24/2012 | Where's the Fire, Ben? |
| 4/5/2012 | Good Thursday, Good Friday |
| 3/8/2012 | Flailing Fed Already Sterilized |
| 2/22/2012 | What's the REAL Unemployment Rate? (7:50) |
| 2/3/2012 | The Growth Deniers (6:10) |
| 1/20/2012 | Things Are Getting Better All the Time (6:14) |
| 1/5/2012 | Fed Stimulus Means No Recession |
| 12/14/2011 | The Republicans' Big Mistake (6:54) |
| 12/1/2011 | The Bulls Look Good (5:53) |
| 11/14/2011 | Victories for the Private Sector (8:19) |
| 10/27/2011 | The V-Shaped Recovery Continues (8:39) |
| 10/24/2011 | Don’t Fear the Volatile Market (7:00) |
| 10/10/2011 | Economic Twilight Zone (7:03) |
| 9/23/2011 | Bernanke Squashes Gold Bugs (8:07) |
| 9/8/2011 | Let's Roll (6:57) |
| 8/25/2011 | Bad Narrative and the Panic (7:59) |
| 8/19/2011 | No Sign of Economic Panic (7:32) |
| 8/12/2011 | This Is Not 2008 (9:58) |
| 8/2/2011 | Part 4: We Have a Deal (8:05) |
| 7/19/2011 | Part 3: Don’t Panic Over Debt Ceiling (5:55) |
| 7/12/2011 | Part 2: Spending vs. Taxes (8:46) |
| 7/6/2011 | Part 1: Debt Ceiling Does Not Threaten Default (8:28) |
| 6/16/2011 | Keynesians Are Completely Lost (8:42) |
| 6/1/2011 | Just Another Soft Patch (7:30) |
| 5/23/2011 | Debt Ceiling Debate (9:00) |
| 4/27/2011 | Bernanke's First Presser (11:14) |
| 4/6/2011 | Forget Housing, Watch Investment (5:12) |
| 3/9/2011 | Government Spending; It’s The Problem (7:27) |
| 2/18/2011 | No Bubbles, Sugar, or Dead Cat Bounces (8:56) |
| 1/21/2011 | Drudge Report Negativity Misleading (6:02) |
| 1/3/2011 | It's Better Than You Think (6:29) |
| 11/26/2010 | Ireland, Austerity, and the Good News Ahead (7:48) |
| 10/29/2010 | The V-Shaped Nail in the Double Dip Coffin (5:41) |
| 10/8/2010 | Dow 13,000? (6:22) |
| 8/27/2010 | Economic Hypochondria (6:18) |
| 8/12/2010 | Stimulus and the Soft Patch (7:57) |
| 7/15/2010 | 3 Myths About Consumption and Savings (6:27) |
| 7/9/2010 | The Political Economy (8:30) |
| 6/8/2010 | Laffer, Debt and Taxes (8:12) |
| 5/21/2010 | Just a Correction (7:11) |
| 4/16/2010 | The Government Did Not Save Us (6:30) |
| 3/22/2010 | Health Care Won’t Stop The V (6:52) |
| 3/11/2010 | Get Ready for 300,000 New Jobs (6:49) |
| 3/9/2010 | Happy Anniversary (6:31) |
| 2/25/2010 | TARP was a Mistake (7:37) |
| 2/12/2010 | It's Only a Correction (6:40) |
| 1/26/2010 | "Too Big to Fail" is Not the Problem (5:38) |
| 1/12/2010 | 2010 Outlook: Dow 13,000 (7:27) |
| 12/14/2009 | The Recession Is Over (8:02) |
| 12/2/2009 | Bye Bye Dubai (6:37) |
| 10/29/2009 | The Conservatives' Big Mistake (6:41) |
| 10/12/2009 | Dow 12,000? (4:20) |
| 10/1/2009 | Which Way Will It Go? (7:49) |
| 9/15/2009 | Still a V (6:36) |
| 8/26/2009 | This Is Not A "Sugar High!" (6:50) |
| 8/4/2009 | Don't Doubt the V (6:04) |
| 7/21/2009 | It’s Not As Bad As They Say (5:10) |
| 5/22/2009 | The Shorts Are Still on the Run (6:32) |
| 5/7/2009 | Baseball or Super Ball? (5:54) |
| 4/9/2009 | Toxic Assets vs. Toxic Government (5:49) |
| 3/25/2009 | This is Not a Dead Cat Bounce |
| 3/19/2009 | Helicopter Ben Takes Off (5:16) |
| 3/12/2009 | Good News: Velocity Revives, While Mark-to-Market is Wounded (6:31) |
| 2/20/2009 | Bank Nationalization and Mark to Market (7:23) |
| 2/13/2009 | The V-Shaped Recovery (5:42) |
| 2/11/2009 | Mark-to-Market Update (9:49) |
| 2/6/2009 | The End of Mark-to-Market Mayhem? (5:29) |
| 1/28/2009 | Big Bad Bank (5:52) |
| 1/23/2009 | Are We Cuba? (4:53) |
| 1/7/2009 | Don't Fear Deflation (4:03) |
| 12/23/2008 | No Deflation. No Hyper-Inflation. (5:17) |
| 12/12/2008 | Retail Sales Show Bounce in Velocity (5:11) |
| 12/3/2008 | Perspective on the Recession (6.23) |
| 11/21/2008 | The Economy, Stocks, & the New Economic Team (6:04) |
| 10/7/2008 | The Money Equation Says Cut Rates, Now! (5:37) |
| 9/30/2008 | The Bailout, Volatility and Mark to Market Accounting Rules (5:14) |
| 9/26/2008 | Bailouts, De-leveraging and Japan (4:12) |