Morning Call-11/17/08
Steve Cook on Disciplined Investing

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Economics

   This Week’s Data

   Other

    The folly of fiscal stimulus:
    http://www.realclearmarkets.com/articles/2008/11/nouriel_roubini_and_the_folly.html

    A remedy for the auto industry (to which I would add--fire management):
    http://www.washingtonpost.com/wp-dyn/content/article/2008/11/13/AR2008111303480.html

    I have tried to give Paulson and Bernanke the benefit of the doubt with regard to managing the credit crisis, while acknowledging that there are problems.  Here is another--the bail out lacks oversight:
    http://www.washingtonpost.com/wp-dyn/content/article/2008/11/12/AR2008111202846_pf.html

    More bad news for the retail sector:
    http://econompicdata.blogspot.com/2008/11/holiday-shopping-slump.html

    The trend in personal bankruptcies:
    http://calculatedrisk.blogspot.com/2008/11/spot-bankruptcy-attorney.html

    World wide economic difficulties:
    http://calculatedrisk.blogspot.com/2008/11/europe-japan-recessions-confirmed.html

Politics

  Domestic

  International War Against Radical Islam

The Market
    
    Technical

    Technical update from Traderfeed:
    http://traderfeed.blogspot.com/2008/11/cumulative-new-highslows-and-stock.html
    http://traderfeed.blogspot.com/2008/11/trending-markets-and-volume-weighted.html

   Fundamental
    
    An update on hedge funds:
    http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a3VOHBm0mnLc





Posted 11-17-2008 8:12 AM by Steve Cook

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