Morning Journal---More on Janet Yellen

  News on Stocks in Our Portfolios

            Boeing loses fighter jet prospect:

http://www.reuters.com/article/2013/09/24/us-korea-fighter-idUSBRE98N00R20130924

 

Economics

   This Week’s Data

            The September Markit PMI manufacturing index was reported at 52.8 versus expectations of 54.0

   Other

            More on Janet Yellen (medium):

            http://online.wsj.com/article/SB10001424052702303983904579091521754109480.html?mod=WSJ_hpp_LEFTTopStories

            The pusher (the Fed) has made us all junkies (medium):

            http://www.zerohedge.com/news/2013-09-23/guest-post-pusher-has-made-us-all-junkies

            The latest from Mohamed El Erian (medium):

            http://www.project-syndicate.org/commentary/the-downside-of-us-labor-market-data-by-mohamed-a--el-erian#VMCQIbtliSXi2Stw.99

            The illusion of prosperity (short):

            http://advisorperspectives.com/dshort/guest/Shedlock-130923-Illusion-of-Prosperity.php

           

            A positive look at the economy (short):

            http://blog.yardeni.com/2013/09/upbeat-us-economic-indicators-excerpt.html

            A different view of the economy (medium):

            http://advisorperspectives.com/dshort/guest/Michael-Lombardi-130924-Economy-Update.php

Politics

  Domestic

  International

            The state of European democracy (short):

            http://www.zerohedge.com/news/2013-09-23/mapping-collapse-european-democracy

            Iceland considering eliminating large (bank) deposit guarantees (medium):

            http://www.zerohedge.com/news/2013-09-23/iceland-borrows-european-template-removes-large-deposit-guarantees