November 2009 - Steve Cook on Disciplined Investing

Steve blogs about “RED FLAG” events, fast breaking news, market trends and a whole lot more that will influence your thinking. You need to know the news behind the news and Steve will keep you informed and on the right path to making solid, informed and disciplined investment decisions.

Steve Cook on Disciplined Investing

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News

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Have You Seen This?

  • I think that I have pushed my luck about as far as I can

    Economics This Week’s Data Other The increase in over time wages is a positive sign (chart): http://mjperry.blogspot.com/2009/11/another-v-sign-manufacturing-overtime.html Bernanke’s push back against the reform efforts coming out of congress...
  • The Closing Bell-11/21/09

    Note: As you know Thanksgiving is next week. I will be taking time off to be with family and friends; but as always I will stay close to the Market. No Morning Calls or Closing Bell, but if action is needed, I be in touch via Subscriber Alerts. Have a...
  • Cash is probably becoming more valuable

    Economics This Week’s Data The October leading economic indicators rose 0.3% versus expectations of a 0.5% increase. http://mjperry.blogspot.com/2009/11/leading-indicators-rise-for-7th-month.html http://econompicdata.blogspot.com/2009/11/leading...
  • Stocks had all the reasons they needed to go down yesterday; but today?

    Economics This Week’s Data Weekly jobless claims were unchanged versus expectations of a rise of 8,000. http://www.calculatedriskblog.com/2009/11/weekly-initial-unemployment-claims_19.html Other A look at year over year retail sales gains (chart...
  • Playing the hand that you are dealt

    Economics This Week’s Data October industrial production rose 0.1% versus expectations of a 0.4% increase; capacity utilization came in at 70.7, in line with estimates. Weekly mortgage applications dropped 4.7%. October housing starts fell 10.6...
  • What do you do now, genius?

    Economics This Week’s Data The November New York Fed index of general business conditions was reported at 23.51 versus expectations of 28.65 and the October reading of 34.57. (anything over 0 connotes growth). November business inventories fell...
  • Monday Morning Chartology-11/16/09

    Economics This Week’s Data October retail sales improved by 1.4% versus expectations of a 0.9% increase; ex autos, they were up 0.2% versus estimates of +0.4%. http://www.calculatedriskblog.com/2009/11/retail-sales-increase-in-october.html Other...
  • The Closing Bell-11/14/09

    Statistical Summary Current Economic Forecast 2009 Real Growth in Gross Domestic Product: -1.0 - -2.0% Inflation: 1-2 % Growth in Corporate Profits: 0- -5% 2010 Real Growth in Gross Domestic Product: +1.0- +2.0% Inflation: 1.5-2.5 % Growth in Corporate...
  • Continuing to lighten up

    Economics This Week’s Data Weekly mortgage applications fell 11.7%. http://www.ritholtz.com/blog/2009/11/home-purchase-index-plunges/ Weekly jobless claims dropped 12,000 versus expectations of a 2,000 decline. http://mjperry.blogspot.com/2009/11...
  • S&P challenges 1102 and fails

    Early morning meeting, so I’ll miss all the pre-opening activity Economics This Week’s Data Other Thursday morning humor--it is as long or short as you want it to be: http://twitter.com/shitmydadsays A great review of possible upside surprises...
  • I've locked myself in a cage to keep from selling

    Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers fell 0.1% versus the prior week and rose 2.9% versus the comparable period a year ago; Redbook Research reported month to date retail...
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  • Don't get too jiggy just yet

    Economics This Week’s Data Other Jim Rogers on gold and other subjects (medium): http://wallstcheatsheet.com/knowledge/interview-knowledge/exclusive-interview-jim-rogers-on-gold-bubbles-commodites-equities-and-roubini/?p=3528/ Tuesday morning humor...
  • Monday Morning Chartology & Subscriber alert

    Economics This Week’s Data Other Current unemployment in historical perspective (graphs): http://www.ritholtz.com/blog/2009/11/even-more-unemployment-charts/ The latest from John Mauldin (long): http://www.ritholtz.com/blog/2009/11/the-glide-path...
  • The Closing Bell-11/7/09

    Statistical Summary Current Economic Forecast 2009 Real Growth in Gross Domestic Product: -1.0 - -2.0% Inflation: 1-2 % Growth in Corporate Profits: 0- -5% 2010 Real Growth in Gross Domestic Product: +1.0- +2.0% Inflation: 1.5-2.5 % Growth in Corporate...
  • When in doubt, do nothing

    Economics This Week’s Data October nonfarm payrolls declined by 190,000 versus expectations of drop of 175,000; unemployment rose to 10.2% versus estimates of a 9.9% rate. http://www.calculatedriskblog.com/2009/11/employment-report-190k-jobs-lost...

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