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Stocks have more work to do: plus Bill Gross' latest strategy piece

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers jumped 1.1% versus the prior week and fell a less than expected .2% on a year over year basis; Redbook Research reported month to date...

Published 04-01-2009 8:20 AM by Steve Cook

Filed under: retail sales, auto bailout, Chicago PMI
The test that we have been waiting on

Economics This Week’s Data The January leading economic indicators rose .4% versus expectations of a .1% increase; however, absent the expansion in the money supply, this indicator would have been down. http://econompicdata.blogspot.com/2009/02...

Published 02-20-2009 8:19 AM by Steve Cook

Filed under: auto bailout, CPI, leading economic indicators, Philly Fed
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
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
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 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
Yesterday was ugly, so is the Open; Patience for the moment

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Published 11-20-2008 8:30 AM by Steve Cook

Filed under: auto bailout
I'm doing a little house cleaning

Economics This Week’s Data The International Council of Shopping Centers reported weekly sales of major retailers up.3% versus the prior week but fell .9% on a year over year basis; Redbook Research reported month to date retail chain store sales...

Published 11-19-2008 8:29 AM by Steve Cook

Filed under: auto bailout, PPI, housing starts, CPI, market breadth
Sell some out of the money Puts

Economics This Week’s Data October industrial production rose 1.3% versus expectations of a .4% increase (.9% better); however, the September figure was revised from -2.8% to -3.7% (.9% worse). October capacity utilization came in at 76.4 versus...

Published 11-18-2008 8:20 AM by Steve Cook

Filed under: afghanistan, auto bailout

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Have You Seen This?

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News

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Have You Seen This?

Stocks have more work to do: plus Bill Gross' latest strategy piece

The test that we have been waiting on

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

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

Morning Call - 12/11/08

Time to start selling

The Market is at a technically critical junction

Another bad idea from Paulson

Yesterday was ugly, so is the Open; Patience for the moment

I'm doing a little house cleaning

Sell some out of the money Puts