Like a vanquished enemy, inflation has been out of sight and out of mind. But old enemies can resurrect themselves.  And that’s just what’s going to happen with inflation, two fixed-income experts say.

As soon as the Obama administration began talking about healthcare reform, healthcare stocks began selling off and the Healthcare Select Sector SPDR (NYSE: XLV) reached a new low this week.

Following my report on the viability of the Top 12 U.S. banks, a number of readers have suggested that I missed Fifth Third Bancorp (FITB).

Retail sales unexpectedly rose in January – halting a record six-month skid – but the upbeat report could easily be a one-month wonder, since U.S. unemployment continues to climb.

Voluminous police reports through the years chronicle my wailing and screaming in fear, often far into the night, as neighbors and family complain until the police come by the house in their squad cars to investigate, like I am so stupid that I don’t know enough to shut up when I see them coming! Morons!

Trade Deficit to narrow further… Currencies rally, then sell off… Obama’s stimulus loses backers… Riksbank cuts 100 BPS unexpectedly… And Now… Today’s Pfennig!

President Obama is under the impression that history owes him $1 trillion right now to spend on whatever he wants. His language is strident and full of irritation that anyone would question his right to live out his personal dream of being Franklin Roosevelt to George Bush’s Hoover. This, he says, is what the election was all about.

While members of Congress debated the merits of President Obama’s $838 billion stimulus plan, Treasury Secretary Timothy Geithner unveiled a raft of new measures aimed at returning functionality to the besieged credit markets.

Ghost of stimulus past warns… government spending “does not work”…Obama champions bill, nevertheless… Lew Rockwell provides voice of opposition…Geithner unveils TALF, TARP 2.0, whatever you want to call it… another $1 trillion-plus on the line…Time to go back to school, right? Maybe not…. MBA recruiting at record low….Not all market sectors in the drink, one high-end market still showing signs of life…

Pending Home Sales surprise!  Eurozone Retail Sales slump!  Tax cuts don’t create jobs…  Failure to follow through for the A$ And Now… Today’s Pfennig!