The Morning Call-2/16/10
Steve Cook on Disciplined Investing


Have You Seen This?


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Have You Seen This?

The Market

    Copper as a leading Market indicator (chart):

    Historical performance of Market during week of President’s Day (short):

       Tuesday Morning Chartology

    The S&P has closed (just barely) twice in a row above the January to present down trend.


    The VIX has broken down from its recent very short term up trend (that should t a positive for stocks); but it remains in a trading range.


    A graphic look at analysts’ expectations within the consumer sector:

    The bear case on Greece, the EU and the world.  Don’t read this if you have a gun handy (long):


   This Week’s Data

    The New York Fed’s February index of general business conditions came in at 24.9 versus expectations of 16.0 and January’s 15.9 reading.


    Any IMF loans to Greece will be partly (20%) Your Money (short):

    More trouble for Greece (short):

    This is a fantastic piece on the ‘liquidity trap’ and why our current problems have nothing to do with it (medium and today’s must read):

    Retail sales growth as an indicator of GDP growth and employment (short):



Climategate U turn (short):

Harvard economist, Greg Mankiw, looks at Obama’s budget:

Posted 02-16-2010 8:27 AM by Steve Cook