September 2009 - 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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Are sales data the key to this quarter's earnings reports?

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers rose 0.1% versus the prior week and 0.9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 09-30-2009 8:27 AM by Steve Cook

Filed under: retail sales, consumer confidence, weekly mortgage applications, Chicago PMI
Merger Monday

Economics This Week’s Data Other The case for inflation and gold (medium): http://articles.moneycentral.msn.com/Investing/ContrarianChronicles/the-case-for-inflation-and-gold.aspx Good news Germany--Angela Merkel wins on tax cutting (supply side...

Published 09-29-2009 8:26 AM by Steve Cook
Monday Morning Chartology-9/28/09

Economics This Week’s Data Other Truck tonnage was up in August (Graph): http://mjperry.blogspot.com/2009/09/truck-tonnage-index-rose-21-in-august.html The Chicago Fed’s National Activity Index fell in August (short): http://www.calculatedriskblog...

Published 09-28-2009 8:40 AM by Steve Cook
The Closing Bell-9/26/09

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 09-26-2009 10:25 AM by Steve Cook
A confederacy of dunces

Economics This Week’s Data August existing home sales fell 2.7% versus expectations of a rise of 2.0%; there was, however, a bright spot--inventories continued to decline (graph): http://mjperry.blogspot.com/2009/09/housing-inventory-measure-falls...

Published 09-25-2009 8:33 AM by Steve Cook

Filed under: durable godds orders
A day of sound, signifiying nothing

Economics This Week’s Data Weekly mortgage applications rose 5.6%. Weekly jobless claims fell 21,000 versus expectations of a 5,000 increase; this is the third significant drop in claims in as many weeks. http://www.calculatedriskblog.com/2009/09...

Published 09-24-2009 8:25 AM by Steve Cook

Filed under: jobless claims, gold
A brief look at the dollar/US stock traderetail

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers plunged 2.0% versus the prior week though they were up slightly (0.6%) versus the comparable period last year; Redbook Research reported...

Published 09-23-2009 8:28 AM by Steve Cook

Filed under: retail sales. dollar
Yesterday wasn't as bad as it could have been

Economics This Week’s Data August leading economic indicators rose 0.6% versus expectations of +0.7%; offsetting this mildly disappointing number was the upward revision of July’s report from +0.6% to +0.9%. http://mjperry.blogspot.com/2009...

Published 09-22-2009 8:26 AM by Steve Cook
The Closing Bell-9/5/09

Our son and his wife are heading for Paris this weekend, so we are headed to San Francisco to baby sit. They, and hence we, will be gone for two weeks. So there will be no Morning Calls or Closing Bells for the next two weeks. However, both grandkids...

Published 09-05-2009 10:57 AM by Steve Cook
Waiting on the jobless report

Economics This Week’s Data The August Institute for Supply Management’s nonmanufacturing index rose to 48.4 from July’s reading of 46.4. Estimates were for a report of 48.0. http://www.calculatedriskblog.com/2009/09/ism-non-manufacturing...

Published 09-04-2009 8:20 AM by Steve Cook
Yesterday should have been better than it was; watch gold

Economics This Week’s Data Weekly mortgage applications fell 1.0%, the first decline in five weeks. Revised second quarter productivity was reported up 6.6% versus expectations of up 6.5% and the initial reading of +6.4%. Revised second quarter...

Published 09-03-2009 9:15 AM by Steve Cook
Another day of good news; but not in stock land

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers fell .5% versus the prior week and .7% versus the comparable period in 2008; Redbook Research reported month to date retail chain store...

Published 09-02-2009 8:30 AM by Steve Cook
More good news and stocks don't care

Economics This Week’s Data The August Chicago purchasing managers index was reported at 50.0 versus expectations of 48.0 and July’s reading of 43.8. A 50.0 reading means that there was no change in production activity from July; and it is...

Published 09-01-2009 8:21 AM by Steve Cook

Filed under: Chicago PMI

September 2009 - Steve Cook on Disciplined Investing

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Are sales data the key to this quarter's earnings reports?

Merger Monday

Monday Morning Chartology-9/28/09

The Closing Bell-9/26/09

A confederacy of dunces

A day of sound, signifiying nothing

A brief look at the dollar/US stock traderetail

Yesterday wasn't as bad as it could have been

The Closing Bell-9/5/09

Waiting on the jobless report

Yesterday should have been better than it was; watch gold

Another day of good news; but not in stock land

More good news and stocks don't care