4/3/08

Economics

The Fed ‘bail out’ in historical perspective:

http://article.nationalreview.com/?q=NDNmMWFlMTZmNDdiYzRkZTk5NjY2ZTY0YWExYjNkMjY=

An interesting view of ‘defining’ a recession:

http://bigpicture.typepad.com/comments/2008/04/merrill-lynch-p.html

Betting on the future price of gold:

http://bigpicture.typepad.com/comments/2008/04/the-bet-gold165.html

What credit crisis? (must read):

http://mjperry.blogspot.com/2008/04/wheres-credit-crisis.html

Politics

Domestic

The candidates on earmarks:

http://latimesblogs.latimes.com/washington/2008/04/pig-book.html

A not so positive review of McCain’s Annapolis speech:

http://www.stephenbainbridge.com/punditry/comments/parsing_mccains_annapolis_speech/

International War Against Radical Islam

The Market

Technical

A look at the S&P P/E ratio:

http://bespokeinvest.typepad.com/bespoke/2008/04/sp-500-pe-ratio.html

Fundamental

News on Stocks in Our Portfolios

Reliance Steel (Aggressive Growth Portfolio) is acquiring Dynamic Steel.

http://www.marketwatch.com/News/Story/Story.aspx?guid={1BA16752-9BF9-4688-8CF4-EAF137633B12}&siteid=nbs

Bad news for Pfizer (High Yield Portfolio):

http://www.thestreet.com/p/_htmlbtb/newsanalysis/biotech/10410277.html

SAP (Aggressive Growth Portfolio) raised its quarterly dividend per share from $.622 to $.785.

More Cash in Investors’ Hands