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Economics

   This Week’s Data

   Other

    The All American Investor parses last week’s employment report (medium):
    http://allamericaninvestor.blogspot.com/2009/10/real-unemployment-jumps-to-170-percent.html

    The dollar futures stable.  If this continues, we may have to adjust our weak dollar hedges (foreign ETF’s and gold):
    http://mjperry.blogspot.com/2009/10/us-dollar-stable-looking-forward-one.html

    More on deflation (medium):
    http://www.bloomberg.com/apps/news?pid=20601109&sid=aaqA40k28UJY

Politics

    Monday morning humor:
    http://gregmankiw.blogspot.com/2009/10/austan-goolsbee.html

  Domestic

Another example of how congress cooks the books (medium):
http://www.cato.org/pub_display.php?pub_id=10591

Making the world safe for medicaid fraud (short):
http://online.wsj.com/article/john_fund_on_the_trail.html

  International War Against Radical Islam

The Market
    
    Technical

    Breadth takes a nose dive (short):    
    http://bespokeinvest.typepad.com/bespoke/2009/10/dasf.html

    Update from TraderFeed (short):
    http://traderfeed.blogspot.com/2009/10/indicator-update-for-october-4th.html

      Monday Morning Chartology

    I have a suggested trading range marked on this week’s S&P chart

 

    Note that the VIX has traded above the downtrend line off its October 2008 high; that puts it in a trading range.  Now it is near the high end of that short term trading range; and if it busts through, it would be an up trend (which would be very negative for stocks)



   Fundamental
    
    What follows record setting DJIA quarters (short):
    http://www.ritholtz.com/blog/2009/10/what-follows-record-setting-dow-quarters/
     
    Where all that cash in money market funds is going (short):
    http://www.ritholtz.com/blog/2009/10/maybe-the-3-trillion-in-money-market-funds-is-being-spent/