Economics

a rising tax and regulatory burden (Government has never proven that it could solve economic problems efficiently or satisfactorily.) More of ‘your tax dollars at work’:

http://www.cato-at-liberty.org/2008/08/27/the-uncool-animal-farm-bill/

An alternative view to ‘tax and spend’ criticisms:

http://www.washingtonpost.com/wp-dyn/content/article/2008/08/28/AR2008082802851.html

An update on money supply growth:

http://www.thestreet.com/s/money-supply-has-grown-like-a-weed/markets/bonds-economy/10435217.html?puc=_htmlbooyah

Eye candy on unemployment:

http://mjperry.blogspot.com/2008/08/economy-of-words.html

More on Fannie/Freddie potential losses:

http://www.businessweek.com/investor/content/aug2008/pi20080828_330540.htm?chan=top+news_top+news+index_news+%2B+analysis

More parsing of last week’s GDP number (you should look at this):

http://econompicdata.blogspot.com/2008/09/nominal-vs-real-gdp-why-gdp-deflator.html

Politics

Domestic

An interesting poll on what Democrats think ‘the rich’ should pay in taxes:

http://www.usnews.com/blogs/capital-commerce/2008/8/28/dnc-instapoll-cut-taxes-for-the-rich.html

International War Against Radical Islam

The Market

Technical

Graphics on the percentage of stocks above their 50 day moving average:

http://bespokeinvest.typepad.com/bespoke/2008/08/percentage-of-2.html

Up date on money flow:

http://traderfeed.blogspot.com/2008/08/money-flow-update-for-august-31st.html

Fundamental

News on Stocks in Our Portfolios

Philip Morris International (Dividend Growth Portfolio) raised its quarterly dividend per share to $.54 from $.46.

http://finance.yahoo.com/q?s=PMI

A review of Microsoft’s (Aggressive Growth Portfolio) recent acquisition of Greenfield Online.

http://www.thestreet.com/story/10435237/1/microsoft-still-plugging-away-online.html

More Cash in Investors’ Hands