October 2008 - Steve Cook on Disciplined Investing

Steve blogs about “RED FLAG” events, fast breaking news, market trends and a whole lot more that will influence your thinking. You need to know the news behind the news and Steve will keep you informed and on the right path to making solid, informed and disciplined investment decisions.

Steve Cook on Disciplined Investing

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Sell a little more, Part 3

Economics This Week’s Data Weekly jobless claims were unchanged versus expectations of a 3,000 decline. I neglected to include the third quarter personal consumption expenditure index (PCE) in yesterday’s GDP report. Third quarter PCE rose...

Published 10-31-2008 8:42 AM by Steve Cook

Filed under: hedge funds, credit conditions, net exports, trade, Janet Yellen, ExxonMobil
Sell a little more

Economics This Week’s Data Weekly mortgage applications rose 8.5%. Lower rates appear to be helping. September durable goods orders increased .8% versus expectations of a 1.8% decline. Good news from a sector that has been disappointing of late;...

Published 10-30-2008 8:22 AM by Steve Cook

Filed under: the Fed, durable godds orders, GDP, Acorn
Use the strength to Sell your losers

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up .5% versus the prior week and 1.3% on a year over year basis; Redbook Research reported month to date retail chain store sales rose...

Published 10-29-2008 8:25 AM by Steve Cook

Filed under: FOMC, Conference Board, Case Shiller
It is almost time to nibble

The Morning Call 10/28/08 Economics This Week’s Data September new home sales rose 2.7% versus expectations of a 1% decline. Inventories dropped to a 10.4 month supply versus 11.4 in August; the median price of a home fell 9% year over year--again...

Published 10-28-2008 8:22 AM by Steve Cook

Filed under: new home sales, credit crisis, Art Laffer
Morning Call

The Morning Call 10/27/08 Economics This Week’s Data Other A look at hedge funds: http://www.economist.com/finance/displayStory.cfm?source=hptextfeature&story_id=12465372 A not very positive view on consumer spending: http://calculatedrisk.blogspot...

Published 10-27-2008 8:30 AM by Steve Cook

Filed under: money supply, consumer spending, hedge funds, Barack Obama, Federal Express
The Closing Bell

The Closing Bell 10/25/08 Statistical Summary Current Economic Forecast 2007 Real Growth in Gross Domestic Product: 2.0- 2.5% Inflation: 2 - 2.5 % Growth in Corporate Profits: 6-8% 2008 (revised-again) Real Growth in Gross Domestic Product (GDP): -1.0...

Published 10-25-2008 12:22 PM by Steve Cook

Filed under: sigma aldrich
A Brutal Opening--Part two

Subscriber Alert 10/24/08 The Market’s open this morning was much more orderly than the behavior of the futures suggested and it is rebounded off the lows of the morning. Even if the Averages close above the October 10 to present up trend, it still...

Published 10-24-2008 10:49 AM by Steve Cook

Filed under: Steve Cook
A Brutal Opening

Economics This Week’s Data Weekly jobless claims rose 15,000 versus expectations of a 1,000 decline. Other More on the current tax structure--this from the congressional budget office: http://www.american.com/archive/2008/october-10-08/america-has...

Published 10-24-2008 8:24 AM by Steve Cook
The Morning Call - 10/22/2008

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales to major retailers fell 1.6% versus the prior week and rose a paltry .9% on a year over year basis; Redbook Research reported month to date retail chain...

Published 10-22-2008 8:55 AM by Steve Cook

Filed under: Steve Cook, Redbook Research, International Council of Shopping Centers, Annenberg Challenge
The Morning Call - 10/21/2008

Economics This Week’s Data The leading economic indicators for September rose .3% versus expectations that they would be unchanged. http://econompicdata.blogspot.com/2008/10/leading-economic-indicators-up-02-in.html Other Housing data from southern...

Published 10-21-2008 5:20 AM by Steve Cook

Filed under: Housing Data, The Dollar, Gerrymandering, Steve Cook

October 2008 - Steve Cook on Disciplined Investing

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Have You Seen This?

Sell a little more, Part 3

Sell a little more

Use the strength to Sell your losers

It is almost time to nibble

Morning Call

The Closing Bell

A Brutal Opening--Part two

A Brutal Opening

The Morning Call - 10/22/2008

The Morning Call - 10/21/2008