Weekend Reading

Now that earnings season is over, the key issues for the market seem to be macro: what's the state of the economy, the impact of rising rates, the aftermath of the hurricane, and the market's valuation and technical strength? Here's a smattering of short pieces from The US Market Blog, which is still in beta but has its RSS feed up and running:

• John Hussman Joins the Recession Watchers
• Bearish Data Point: Mutual Funds Have Little Cash
• The Energy Cost Trap - John Makin on the Link Between Consumer Spending and Energy Prices
• PIMCO’s Bill Gross Warns of Recession in 2006
• The US Consumer is Broke, Time to Short Retail and Auto Stocks?
• Jeffrey Saut: Market Action Deteriorating, Stocks Overvalued, Earnings Overstated
• Don’t Think 1218: The S&P is at 1080

Finally, here's a terrific article by Greg Newton about trading small and micro-cap stocks and ETFs based on end-of-month window dressing.