9/22/08

Economics

Recent Data

Other

I don’t agree with a number of the points this guy makes, but here is a bear case for what happened last week:
http://www.thestreet.com/story/10438476/1/we-just-had-a-revolution.html?puc=_htmlatb

Income distribution in the US:
http://www.american.com/archive/2008/september-october-magazine/upwardly-mobile-america

Chart porn on household net worth:
http://mjperry.blogspot.com/2008/09/us-household-net-worth-up-by-43-since.html

Politics

Domestic

Obama on the mortgage securities crisis:
http://article.nationalreview.com/?q=M2MwMGFmMmI1NjkxNTg5YjlhM2I5ZGJkNzJmZGJmNGI=&w=MA==

International War Against Radical Islam

If you would like to read the back and forths on Obama’s meeting with Iraqi leaders, the links are in this blog:
http://www.powerlineblog.com/archives2/2008/09/021553.php

A closer look at achieving success in Afghanistan:
http://www.slate.com/id/2200406/pagenum/2#

The Market

Technical

A chart on oil:
http://bespokeinvest.typepad.com/bespoke/2008/09/oil-up-6-to-104.html

Weekly chart updates from traderfeed:
http://traderfeed.blogspot.com/2008/09/indicator-update-for-september-22nd.html
http://traderfeed.blogspot.com/2008/09/money-flow-update-for-september-21st.html

Fundamental

News on Stocks in Our Portfolios

Comments on Kinder Morgan Energy Partners (High Yield Portfolio):
http://www.zacks.com/blog/post_detail.html?t=14822

Microsoft (Aggressive Growth Portfolio) raised its dividend and started a $40 billion stock buyback:
http://www.marketwatch.com/news/story/microsoft-raises-dividend-unveils-40/story.aspx?guid=%7B6521235E%2D625A%2D457A%2DB53C%2DBD2DD15DDFC0%7D


Nike (Dividend Growth Portfolio) approved a $5 billion stock buy back.

More Cash in Investors’ Hands