Economics
More on the recession that so far hasn’t been:
http://www.usnews.com/blogs/capital-commerce/2008/5/9/the-recession-that-wasnt.html#
A positive sign that the worst is indeed over:
http://bespokeinvest.typepad.com/bespoke/2008/05/baltic-dry-inde.html
However, this isn’t good:
http://bespokeinvest.typepad.com/bespoke/2008/05/default-risk-in.html
a disruption in global oil supplies (It is not the price of oil but its availability that will cause severe economic dislocation.).
http://www.ibdeditorials.com/IBDArticles.aspx?id=295139502258630
How about a windfall profits tax on these guys:
http://mjperry.blogspot.com/2008/05/and-you-thought-gas-prices-were-high.html
Politics
Domestic
International War Against Radical Islam
The Market
Technical
Fundamental
More data on first quarter profits:
http://bespokeinvest.typepad.com/bespoke/2008/05/eps-beat-rates.html
News on Stocks in Our Portfolios
More Cash in Investors’ Hands
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