Monday, August 27, 2007

8/27/07

Economics

Fed policy (reading the data correctly).

http://kudlowsmoneypolitics.blogspot.com/2007/08/time-for-feds-full-monty.html

fiscal profligacy (Government spending as a percent of GDP is too high and the looming explosion in entitlement expenditures will make it worse. There is no good solution save spending discipline.).

http://www.ibdeditorials.com/IBDArticles.aspx?id=272762151336322

Politics

Domestic

International War Against Radical Islam

The Market

Technical

Fundamental

News on Stocks in Our Portfolios

A short positive write up on BP (Dividend Growth Portfolio):

http://energy.seekingalpha.com/article/45265

Altria (Dividend Growth Portfolio) may be considering spinning off its international operations:

http://money.aol.com/news/articles/_a/ahead-of-the-bell-altria/n20070827073709990017

More Cash in Investors’ Hands

Acer is buying Gateway for $710 million in cash.

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