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Have You Seen This?

The Morning Call

10/27/08


Economics

   This Week’s Data

   Other

    A look at hedge funds:
    http://www.economist.com/finance/displayStory.cfm?source=hptextfeature&story_id=12465372

    A not very positive view on consumer spending:
    http://calculatedrisk.blogspot.com/2008/10/fed-researchers-on-predicting-pce.html

    And exports:
    http://calculatedrisk.blogspot.com/2008/10/port-traffic-declines-sharply-in.html

    An update on the credit crisis indicators:
    http://calculatedrisk.blogspot.com/2008/10/credit-crisis-indicators-mostly-worse.html

    An update on the impact of declining commodity prices on the cost of living:
    http://bespokeinvest.typepad.com/bespoke/2008/10/258-and-counting.html

    A great interview with the head of Federal Express:
    http://online.wsj.com/article/SB122488966230768509.html

    In case you had any doubts about the growth in money supply:
    http://bigpicture.typepad.com/comments/2008/10/adjusted-moneta.html

Politics

  Domestic

Obama on the redistribution of wealth.  This is a radio interview done when he was a law professor.  It is about 4 minutes long and should be listened to no matter how you intend to vote.
http://www.youtube.com/watch?v=iivL4c_3pck

What’s happening with campaign financing:
http://www.powerlineblog.com/archives/2008/10/021863.php

    More on ACORN:
    http://online.wsj.com/article/john_fund_on_the_trail.html

    An analysis of the impact of Obama’s and McCain’s tax plans.  Neither one is anything to write home about:
    http://gregmankiw.blogspot.com/2008/10/blog-post.html

  International War Against Radical Islam

    The latest from Iraq the Model:
    http://pajamasmedia.com/blog/us-iraq-negotiations-come-down-to-the-wire/

The Market
    
    Technical

    A possible sign of a bottom in the making:
    http://bigpicture.typepad.com/comments/2008/10/sp-500-forming.html

    Weekly update from TraderFeed and it is not pretty:
    http://traderfeed.blogspot.com/2008/10/weakness-through-week.html
    http://traderfeed.blogspot.com/2008/10/what-cumulative-adjusted-nyse-tick-line.html
    http://traderfeed.blogspot.com/2008/10/indicator-update-for-october-26th.html

   Fundamental
   
   
    News on Stocks in Our Portfolios

    Positive comments on Amphenol (Aggressive Growth Portfolio):
    http://www.zacks.com/blog/post_detail.html?t=15467

  More Cash in Investors’ Hands





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Posted 10-27-2008 8:30 AM by Steve Cook