Tuesday, September 4, 2007

9/4/07

Economics

a disruption in global oil supplies (It is not the price of oil but its availability that will cause severe economic dislocation.).

http://www.usnews.com/usnews/opinion/articles/070902/10edit.htm

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://public.cq.com/docs/cqt/news110-000002575803.html

a rising tax and regulatory burden (Government has never proven that it could solve economic problems efficiently or satisfactorily.) Another accounting from the Club for Growth on each Senator’s vote for/against 10 tax measures:

http://www.clubforgrowth.org/2007/08/top_ten_worst_tax_votes.php

Politics

Domestic

International War Against Radical Islam

The Market

Technical

Fundamental

News on Stocks in Our Portfolios

More Cash in Investors’ Hands

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