Economics
This Week’s Data
The leading economic indicators in February came in up 0.7% versus expectations of up 0.6%.
http://econompicdata.blogspot.com/2012/03/leading-economic-indicators-show.html
Other
The problem with any budget ‘fix’ (medium):
http://advisorperspectives.com/dshort/guest/Lance-Roberts-120322-Fly-in-the-Budget-Ointment.php
The beauty of creative destruction (medium):
http://www.realclearmarkets.com/articles/2012/03/22/the_inexorable_march_of_creative_destruction_99578.html
Wind energy fact sheet (short):
http://mjperry.blogspot.com/2012/03/wind-energy-fact-sheet.html
The decline in manufacturing as a percent of GDP is not a bad thing (medium):
http://mjperry.blogspot.com/2012/03/manufacturings-declining-share-of-gdp.html
The Cleveland Financial Stress Index (medium):
http://www.ritholtz.com/blog/2012/03/the-cleveland-financial-stress-index-2/
The S&P versus consumer credit--a little concerning (short):
http://www.zerohedge.com/news/guest-post-one-chart-says-it-all
Politics
Domestic
A bonus in the GM bailout (short):
http://dailycaller.com/2012/03/22/obamas-extra-bonus-for-the-uaw/
Obama’s misrepresentations of His energy policy (very, very long...that’s a joke; it’s short):
http://www.powerlineblog.com/archives/2012/03/obamas-energy-strategy-delay-deny-and-deceive.php
The endless granting of new ‘rights’ (short):
http://www.powerlineblog.com/archives/2012/03/you-have-the-right-to-a-good-lawyer.php
International War Against Radical Islam
Latest on the Iranian standoff (medium):
http://www.zerohedge.com/news/china-russia-voice-us-iran-ire
News on Stocks in Our Portfolios
More earnings reports:
Reported Expected
Nike $1.20 $1.17
Accenture .97 .86
Steve Cook received his education in investments from Harvard, where he earned an MBA, New York University, where he did post graduate work in economics and financial analysis and the CFA Institute, where he earned the Chartered Financial Analysts designation in 1973. His 40 years of investment experience includes institutional portfolio management at Scudder, Stevens and Clark and Bear Stearns. Steve's goal at Strategic Stock Investments is to help other investors build wealth and benefit from the investing lessons he learned the hard way.
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