Morning Brain Food

• Who wins and loses after the GOP fall?


• David Fry's market outlook


• Big Pharma catches a chill from the Dems ($)


• How do you trade the election?


• Tracking market momentum


• Not everyone is impressed with the market


• Defunct economic theory and doomed policies by Gary North


• Paul Kasriel examines the housing market


• Trading in housing prices reflects pressure, not panic


• Mortgage refinancing surges


• "I see recession ahead for six months on account of the worsening picture in the housing industry, and the fact that the key Fed rate is not coming down on account of inflation being too high (and possibly kept high as a USD protection move)." - Bill Cara


• Sam Stovall sees negative fundamentals in the chip space


• Jon Markman sees opportunity in the restaurant sector


• The Baltic Dry Index is the best economic indicator you've never heard of


• The fall of pompous prognosticators is usually inevitable


• Edward Morse, chief energy economist of Lehman Brothers, predicts 10% rise in oil by January


• Exit polls found only 30% of American voters expect their children to live better than they do ($)


• Over the next 50 years, Brazil, Russia, India and China could become a much larger force in the world economy


• As of November 1st, China funds rose +33.7% according to fund research Lipper


• TickerSense looks at global p/e ratios and equity indices


• The return of the carry trade


• Wal-Mart will put "Christmas" back into the holidays this year


• Microsoft still comes out on top in terms of unique visitors to their websites


• Harry Domash fires up his shorting screen


• Morningstar thinks EBAY, WU, and FAST are still bargains


• Small-caps with a p/e less than 10 and little or no debt


• AI robot's stock picks


• Dems large-cap and small-cap screen that looks for companies that "act blue" and "give blue"


• Forbes' screens: smart analyst plays, beaten-up blue chips, international bets, and under $10


• Gains by sector & industry updated daily


• ETFs ranked by 20 day % change


• A screen of Russell 3000 stocks going ex-dividend in the next couple of months with yields over +4%


• Over/under performing stocks against the S&P 500


• Margin debt slightly lags the stock market


• What drives investor sentiment?


• Book value explained


• A reader asked me this week how he could find a list of stocks that comprise the popular indexes like the SOX, XAU, HGX, etc. The best way is to go directly to the source


• Don't underestimate the power of constant learning in successful trading


• I really need to exercise more


• Bond market 101


• Assessing Wall Street scandals


• Retirement and Investment Calculators


• Getting your IRA mix right


• IRA charitable rollovers


• Donor-advised funds are on the rise


• 50 ways to cut your health-care costs


• 8 steps that will make life easier for your heirs


• Free PDF creator


• Wallpaper for your computer


• Wallnote!


• "In this game, the market has to keep pitching, but you don't have to swing. You can stand there with the bat on your shoulder for six months until you get a fat pitch." - Warren Buffett