The Morning Call-3/30/09
Steve Cook on Disciplined Investing

Syndication

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News

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Economics

   This Week’s Data

   Other

    Inflation versus deflation:
    http://www.ft.com/cms/s/0/8499eb84-1c34-11de-977c-00144feabdc0.html?referrer_id=yahoofinance&ft_ref=yahoo1&segid=03058

Politics

  Domestic

Where is the outrage on this deal?
http://www.chicagotribune.com/news/politics/obama/chi-rahm-emanuel-profit-26-mar26,0,5682373.story

    The Public-Private Investment Fund made easy:
    http://www.ritholtz.com/blog/2009/03/ppip-heads-or-tails/

  International War Against Radical Islam

The Market
    
    Technical

    Some sectors are reaching over bought territory:
    http://bespokeinvest.typepad.com/bespoke/2009/03/sector-trading-ranges-nearing-overbought-levels.html

    The question before us this week is: did last Thursday mark the short term high of the current trading range or will Friday (and apparently today) be a short term pause before a renewal of the uptrend?

   Fundamental
   
    Rick Waggoner is out at GM--part of the price for continued government assistance.  Two questions: (1) what about Ken Lewis? (2) more important, what price will the unions have to pay?





Posted 03-30-2009 8:10 AM by Steve Cook