December 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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The Closing Bell-12/20/08

Statistical Summary Current Economic Forecast 2008 Real Growth in Gross Domestic Product (GDP): -1.0 - +1.0% Inflation: 2-3% Growth in Corporate Profits: 0-5% 2009 Real Growth in Gross Domestic Product: -0.5 - -1.5% Inflation: 1-2 % Growth in Corporate...

Published 12-20-2008 11:48 AM by Steve Cook
Yesterday's late day technical call maybe proved wrong by the auto bail out

Economics This Week’s Data November leading economic indicators were reported down .4%, in line with expectations and as compared to October’s reading of -.8%. http://econompicdata.blogspot.com/2008/12/leading-economic-indicators-point-to...

Published 12-19-2008 8:34 AM by Steve Cook

Filed under: leading economic indicators
The Technical Factors seem to be improving

Economics This Week’s Data Weekly mortgage applications fell 4.5%. Weekly jobless claims fell 21,000 versus expectations of an 18,000 decline. Some observers had expected a terrible number. Other Growing concern over investment protectionism: http...

Published 12-18-2008 8:36 AM by Steve Cook

Filed under: jobless claims
The Fed's all in; but will it work?

Economics This Week’s Data The November consumer price index (CPI) fell 1.7% versus expectations of a decline of 1.3%; the core CPI was flat versus estimates of a .1% decrease. The headline item yesterday was the Fed meeting or more specifically...

Published 12-17-2008 8:36 AM by Steve Cook

Filed under: the Fed
No shortage of bad news

Economics This Week’s Data November industrial production fell .6% versus expectations of a .8% decline and the promising October report of +1.3%; the resulting capacity utilization number came in at 75.4 versus estimates of 75.8 and 76.4 recorded...

Published 12-16-2008 8:22 AM by Steve Cook

Filed under: housing starts, industrial production, FOMC meeting
Morning Call-More reading on the auto bail out & Technical Update

Economics This Week’s Data The New York Fed’s December manufacturing survey was reported at -25.8 versus expectations of -26.5 and -25.4 recorded in November. Not a good start to the week. Other This on the auto bail out failure from my favorite...

Published 12-15-2008 8:21 AM by Steve Cook

Filed under: auto bailout
The Closing Bell-12/13/08

Statistical Summary Current Economic Forecast 2008 Real Growth in Gross Domestic Product (GDP): -1.0 - +1.0% Inflation: 2-3% Growth in Corporate Profits: 0-5% 2009 Real Growth in Gross Domestic Product: -0.5 - -1.5% Inflation: 1-2 % Growth in Corporate...

Published 12-13-2008 9:16 AM by Steve Cook
Grab on to your shorts, this looks like a rough day ahead

Economics This Week’s Data November retail sales fell 1.8% versus estimates of a 2.0% decline; ex autos, the number was off 1.6% versus expectations of down 2.0%. http://calculatedrisk.blogspot.com/2008/12/retail-sales-off-sharply-in-november.html...

Published 12-12-2008 8:24 AM by Steve Cook

Filed under: retail sales, auto bailout, PPI, Bernard Madoff
Morning Call - 12/11/08

Economics This Week’s Data October wholesale inventories fell 1.1% versus expectations of a .2% decline; as aggressively as managements are cutting inventories, it was not enough because wholesale sales dropped 4.1%, driving up the wholesale inventory...

Published 12-11-2008 8:23 AM by Steve Cook

Filed under: jobless claims, auto bailout, budget deficit, infrastructure
Stocks at an important short term techincal level

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers down .8% versus the prior week and up a slight .4% on a year over year basis. Redbook Research reported month to date retail chain...

Published 12-10-2008 8:23 AM by Steve Cook
Time to start selling

Economics This Week’s Data Other The argument for lower corporate tax rates: http://mjperry.blogspot.com/2008/12/wake-up-call-to-washington-cut.html Politics Domestic International War Against Radical Islam The Market Technical An update on money...

Published 12-09-2008 8:25 AM by Steve Cook

Filed under: money flow, auto bailout
The Closing Bell-12/6/2008

Statistical Summary Current Economic Forecast 2008 Real Growth in Gross Domestic Product (GDP): -1.0 - +1.0% Inflation: 2-3% Growth in Corporate Profits: 0-5% 2009 Real Growth in Gross Domestic Product: -0.5 - -1.5% Inflation: 1-2 % Growth in Corporate...

Published 12-06-2008 9:32 AM by Steve Cook
The Market is at a technically critical junction

Economics This Week’s Data October factory orders fell 5.1% versus estimates of a drop of 5.4%. Ugh. November retail sales were weak: http://www.thestreet.com/story/10451310/1/november-retail-sales-post-steep-decline.html?puc=_htmlbooyah On the...

Published 12-05-2008 8:23 AM by Steve Cook

Filed under: credit crisis, jobless claims, auto bailout
Another bad idea from Paulson

This Week’s Data Third quarter productivity improved 1.3% versus expectations of an increase of 1.0% while unit labor costs rose 2.8% versus estimates of being up 3.1%. These numbers reflect that hours worked are declining faster than the fall in...

Published 12-04-2008 8:30 AM by Steve Cook

Filed under: jobless claims, auto bailout, beige book, technical strength, Paulson, productivity
Stay Cautious

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up .1% versus the prior week and up 1.3% versus the comparable period in 2007; this is its strongest performance in six weeks. Redbook...

Published 12-03-2008 8:32 AM by Steve Cook

Filed under: auto sales, dividend investing, windfall profits tax, card check, January effect

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December 2008 - Steve Cook on Disciplined Investing

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Have You Seen This?

The Closing Bell-12/20/08

Yesterday's late day technical call maybe proved wrong by the auto bail out

The Technical Factors seem to be improving

The Fed's all in; but will it work?

No shortage of bad news

Morning Call-More reading on the auto bail out & Technical Update

The Closing Bell-12/13/08

Grab on to your shorts, this looks like a rough day ahead

Morning Call - 12/11/08

Stocks at an important short term techincal level

Time to start selling

The Closing Bell-12/6/2008

The Market is at a technically critical junction

Another bad idea from Paulson

Stay Cautious