The Kirk Report

Obamanomics Posted: 05 Nov 2008 10:42 AM CST Obama country! Obama's next quest! Obama may not wait for inauguration to put his stamp on economy Wall Street and Obama The Obama Bottom Here's what you and Obama will face next year How stock sectors could fare in an Obama administration Who will be Obama's first Treasury Secretary? Portfolio has a fabulous interactive feature to help you work it out Who should run the SEC in an Obama administration? Now the focus has shifted to how deep and long the crisis will be "It's not hard to see the Dow Jones Industrial Average sinking to around 4,000." - Jon Markman What about those pension funds? Are we facing the Japan Scenario? "The foundation of economic growth remains fragile, and I will continue to use the parallel that economy is akin to a patient who has suffered a massive coronary and doesn't recover like he has from prior colds and who doesn't go out and play three sets of tennis after that heart attack." - Doug Kass Fitch sees U.S. leading world into deep recession Bear market has ended, says Morgan Stanley Recent consumer spending according to MasterCard Online sales are expected to slow pace HSBC says credit will remain tight As banks get rescued, small business owners cry out for help The bailout - more changes, more questions Swap meet! A few more lessons of the Financial Crisis Halkola is one of hundreds of angry TD Ameritrade customers whose almost $1 billion in assets are frozen Concern over shipping derivatives losses Newest estimate of default swaps is smaller than thought A quick update on Libor New data speaks volumes about trading activity in the vast credit-default-swap market Credit-rating firms may face new disclosure rules In modeling risk, the Human Factor was left out Homeowners wait as relief plan drags Inflation, not deflation, is looming threat College tuition inflation! The 800-pound gorilla awaiting the next president The economic and budgetary consequences of the financial bailout 12 survival tips for the next four years 4 ways to trade a presidential election Current Dow structure and possible resistance The Halloween Indicator flashed a buy signal on Monday A full house of indicators that together have a near-perfect track record suggest buy, buy, buy! Record wide credit spreads may be near a peak A nice measure of market emotionality Everyone seems to be daytrading leveraged ETFs How to tell if this is just another false rally Current S&P 500 P/E in historical perspective How to be selectively bullish even in the face of financial crisis Long-term opportunities amidst the fear Three possible scenarios for the trade deficit Investors should expect additional institutional failures and consolidation in the weeks ahead, particularly among hedge funds Fearing a tide of redemptions, an increasing number of hedge funds are locking up their investors Financial foot soldiers, feeling the world's weight Private equity draws the cold shoulder Some investors have begun raiding their better-performing investments, giving the laggards a chance to recover Speaking of laggards, how about those fertilizer stocks again? Or airlines! A look at which sectors did the best and worst during last major bear markets might shed some light Jim Surowiecki on How Stocks Work After emerging markets' slide, focus shifts to bailouts What happens when countries go bankrupt? Hard times are ahead for equities in Brazil, Russia, India and China? Korea can't plug capital drain Why the next currency crisis won't be in Asia Another take on the future of the U.S. Dollar Bespoke's commodity snapshot "I have never before seen a market with so much opportunity in it." - James Altucher Upside of the down Dow Time to begin the bargain hunt Tilson's sleep easy portfolio NuStar Energy's crumbling road to riches Morgan Stanley cancels Christmas JPMorgan's CEO predicts a strong recovery in 2010 The housing market according to D.R. Horton Bill Gates unloads another motherload of stock Banks receiving government investments so far Contrarian screen survivors A screen for finding stocks on the move, NOW!!! A simple screen showing stocks that have seen upward analyst revisions Tim Melvin shares a stock screen using Value Line stocks ranked 1 or 2 and which trade under $10 per share Top 5 all-around value stocks Presidential hometown stocks Price targets for the 30 Dow stocks! According to Harry Domash, a stock screen that might win with Obama JP Morgan's 26 top picks Epiphany Investing's secular trends portfolio S&P 100 stocks furthest below their 50-day moving averages Stocks that have a current P/E Ratio that is lower than the current Dividend Yield Keep an eye on those moving-average crossovers! 6 stocks beating earnings estimates A custom insider trading screen An interesting look at insider trading and the stock market through charts Learning how to trade More Fibonacci fun! Are conditions shifting for your timeframe? Using Put options as a limited risk way of opening a new position Give yourself time to be right with options Mark Cook's 7 major rules for day trading A nifty way to track whether trading volume is running above or below average Book value for beginners What it takes to win in a losing market With the Dems taking control, should we invest in companies with strong Democratic political connections? Three lessons for business following Obama's victory Using ETFs as a core to portfolio building Teresa Lo provides a portfolio review Two ETFs that offer low correlations to U.S. markets over longer periods and the potential of equitylike returns ETFs with a new spin Direxion readies ETFs with 300% leverage "When money managers and mutual funds cite the long term to say recent losses don't matter, walk away. No one should get paid (or earn bonuses) for losing your money." - Vad Yazvinski Actively managed funds are under seige YTD performance of selected hedge fund strategies Jack Bogle hates market timing Tax policy in the Obama-Biden administration Vigilante consumerism emerges! 8 ways to cut your grocery bill More tips on how to get the best deal on a car Earn some green from old gadgets You dial the number - say what you want done - and Dial2Do does it! Miracle-Gro for your brain "If you don't have butterflies, it's because you know you have no chance." - Paul Azinger * Find something useful among these links? Then show your support by becoming a member. It is still only $50 bucks a year! This posting includes an audio/video/photo media file: Download Now

Obama Defeats McCain Posted: 05 Nov 2008 08:30 AM CST Good morning. Premarket futures are lower as investors digest Obama's victory and sort through the latest earnings and economic data. As for the latter, Challenger reported layoff announcements that totaled a five-year high and ADP is calling for a drop of 157,000 in October nonfarm private payrolls. In addition, rising mortgage rates last week were to blame for large declines in both refinancings and new mortgages. Premarket gainers: RAME, AGU, DTG, AHII, CLWR, S, TEN, TWC, GSX, TESO, AMMD, NNBR, AFAM, HMC, SIL, BGC, THC, GNK, CIT, & XIDE. Premarket losers: ABK, MT, MBI, SPWRA, CLNE, ITWO, NILE, MORN, NSR, CHK, IFX, GOLD, DUK, RIG, AIG, DVN, SOLF, JASO, CSIQ, AKNS, SHLD, MCHP, SID, TTM, & PCU. At 10:AM we have the October ISM Services Index and five minutes later the Weekly Energy Inventory numbers. Like we've seen over the past few weeks, be prepared to see lots of chatter about how Obama will affect the market in both positive and negative ways (so far, Obama's win has directly boosted the dollar). As you know, we're in short-term overbought territory so at a minimum we should see some choppy trading ahead of Friday's jobs report at worse some significant profit-taking after the pre-election ramp. Go make it a great day!

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