Economics
This Week’s Data
February retail sales rose 1.1% versus expectations of up 1.3%; ex autos sales were up 0.9% in line with estimates.
Other
Two more positive employment indices (short):
http://mjperry.blogspot.com/2012/03/employment-trends-index-reaches-35-year.html
http://mjperry.blogspot.com/2012/03/monster-employment-index-gains-11-in.html
The other side of the employment picture (medium and today’s must read):
http://advisorperspectives.com/dshort/guest/Lance-Roberts-120312-Employment-Report-and-the-Market.php
Oil priced in gold (short):
http://mjperry.blogspot.com/2012/03/measured-in-gold-price-of-oil-is-below.html
Gasoline prices; like you don’t already know what this chart looks like (short):
http://advisorperspectives.com/dshort/updates/Gasoline-Update.php
Financial repression is here to stay (medium):
http://www.bloomberg.com/news/2012-03-11/financial-repression-has-come-back-to-stay-carmen-m-reinhart.html
Politics
Domestic
The right to state funded sex (medium):
http://www.ocregister.com/opinion/fluke-343935-sex-right.html
Federal government control of education (medium):
http://www.jewishworldreview.com/cols/will031112.php3
The audacity of MF Global executive bonuses (short):
http://www.zerohedge.com/news/guest-post-audacity-bonuses-mf-global
International War Against Radical Islam
Stay out of Syrian politics (long):
http://www.nationalreview.com/articles/293103/let-syria-be-andrew-c-mccarthy
News on Stocks in Our Portfolios
Earnings per share reports:
Reported Expected
Sun Hydraulic $.24 $.28
FactSet Research 1.14 1.11
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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