Economics
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.captainsquartersblog.com/mt/archives/015800.php
If you want the bear case on the economy, here it is:
http://norris.blogs.nytimes.com/2007/11/02/making-up-jobs/
http://www.financialsense.com/fsu/editorials/andros/2007/1102.html
Politics
Domestic
International War Against Radical Islam
The Market
Technical
Fundamental
Third quarter corporate earnings increases thus far in the double digits. How do you have a recession with full employment and strong earnings gains?:
http://www.zacks.com/newsroom/commentary/?id=6247&ref=ZFEED5
I have mentioned several times that part of the problem with the sub prime loan market is that no one knows who owns them, how much they own and how they are being priced. Some help appears to be coming from the accounting profession:
http://www.urbandigs.com/2007/11/level_3_assets_credits_next_co.html
News on Stocks in Our Portfolios
` Medivation (10 Bagger) announced positive Phase II results for its prostate cancer treatment:
ParkerVision (10 Bagger) reported third quarter earnings per share of ($.19) versus ($.16) recorded in the third quarter of 2006.
More Cash in Investors’ Hands
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