July 2009 - Steve Cook on Disciplined Investing

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Steve Cook on Disciplined Investing

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Yesterday's late in the day sell off was a little bit surprising (confusing? disconcerting?)

Economics This Week’s Data Second quarter real gross domestic product (GDP) was reported down 1.0% on an annualized basis versus expectations of a 1.5% decline; the first quarter GDP was revised from -5.5% to -6.4%; the GDP deflator came in at ...

Published 07-31-2009 8:13 AM by Steve Cook

Filed under: GDP
You Can't Keep a Good Market Down

Economics This Week’s Data The Fed released its latest Beige Book yesterday afternoon. While there remained a good deal of cautionary language, the Fed acknowledged that the data did suggest that the recession was nearing its end. Indeed, four of...

Published 07-30-2009 8:23 AM by Steve Cook

Filed under: beige book, weekly jobless claims, healthcare, oil speculation
The Buyers (Shorts & Underinvested) still Rule

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers rose 1.0% versus the prior week but fell 0.5% versus the comparable period a year ago; Redbook Research reported month to date retail...

Published 07-29-2009 8:30 AM by Steve Cook

Filed under: durable godds orders, weekly mortgage applications
Odds and Ends

Economics This Week’s Data June new home sales rose 11% versus expectations of a 2.3% gain; it is the largest month over month increase in nine years. However, off such a low base, 11% is not a huge number. http://mjperry.blogspot.com/2009/07/new...

Published 07-28-2009 8:33 AM by Steve Cook

Filed under: new home sales, Obamacare
The Morning Call-7/27/09

Economics This Week’s Data Other Politics Domestic A look at Obamacare’s impact on seniors: http://online.wsj.com/article/SB10001424052970203517304574303903498159292.html Should we envy European healthcare?: http://gregmankiw.blogspot.com...

Published 07-27-2009 8:27 AM by Steve Cook
The Closing Bell--A Change in Strategy

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: -1.0 - -2.0% Inflation: 1-2 % Growth in Corporate...

Published 07-25-2009 3:00 PM by Steve Cook
This Market Maybe Even Stronger Than it Appears

Economics This Week’s Data June existing home sales rose 3.6% versus expectations of a 1.6% gain; year over year sales are almost flat (-0.2%) an even better indication that housing is stabilizing. Prices are down big but that had to happen in order...

Published 07-24-2009 8:34 AM by Steve Cook
Ben's probably not as negative as he sounds

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up 0.5% versus the prior week but down 0.3% versus the comparable period last year; Redbook Research reported month to date retail...

Published 07-22-2009 8:17 AM by Steve Cook

Filed under: retail sales
A smorgasbord of positive news

Economics This Week’s Data The June leading economic indicators rose 0.7%, in line with expectations and the third increase in a row. http://mjperry.blogspot.com/2009/07/leading-economic-index-signals-end-of.html Other Another small mustard seed...

Published 07-21-2009 8:38 AM by Steve Cook
The Morning Call-7/20/09

Economics This Week’s Data Other Another look at debt in the US: http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/ The plunge in withholding taxes: http://www.ritholtz.com/blog/2009/07/withholding-taxes-chart-july-15-2009/ For some perspective...

Published 07-20-2009 8:31 AM by Steve Cook
The Closing Bell-7/18/09

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: -1.0 - -2.0% Inflation: 1-2 % Growth in Corporate...

Published 07-18-2009 11:54 AM by Steve Cook
The earnings news stays upbeat

Economics This Week’s Data The July Philadelphia Fed business outlook survey (secondary indicator) came in at -7.5 versus forecasts of -3.1 and the June reading of -2.2 June housing starts rose 3.6% more than twice the expected rate of 1.5%; similarly...

Published 07-17-2009 8:28 AM by Steve Cook
974 versus 1004; I like the latter

Economics This Week’s Data Weekly jobless claims fell 47,000; however, (1) there was a big seasonal component driving this decline and (2) the number was less than the expected drop of 60,000. http://www.calculatedriskblog.com/2009/07/weekly-unemployment...

Published 07-16-2009 8:26 AM by Steve Cook
Intel's earnings--another positive

Economics This Week’s Data May business inventories declined 1.0% versus expectations of a 0.8% drop; business sales in the same period fell by only 0.1% resulting in yet another decrease in the inventory to sales ratio (which is positive). Weekly...

Published 07-15-2009 8:38 AM by Steve Cook

Filed under: weekly mortgage applications, business inventories, industial production
Will the Meredith rally have follow through?

Economics This Week’s Data The Federal budget deficit in June came in at $94.3 billion versus a surplus of $33.5 billion last June. That brings the year to date deficit to just over $1 trillion. http://econompicdata.blogspot.com/2009/07/govt-spending...

Published 07-14-2009 8:31 AM by Steve Cook

Filed under: retail sales, PPI.

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July 2009 - Steve Cook on Disciplined Investing

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Have You Seen This?

Yesterday's late in the day sell off was a little bit surprising (confusing? disconcerting?)

You Can't Keep a Good Market Down

The Buyers (Shorts & Underinvested) still Rule

Odds and Ends

The Morning Call-7/27/09

The Closing Bell--A Change in Strategy

This Market Maybe Even Stronger Than it Appears

Ben's probably not as negative as he sounds

A smorgasbord of positive news

The Morning Call-7/20/09

The Closing Bell-7/18/09

The earnings news stays upbeat

974 versus 1004; I like the latter

Intel's earnings--another positive

Will the Meredith rally have follow through?