Looks like the markets are set to gap lower this morning on the heels of weaker retail sales and not so great news from the folks at Mother GE. Do not fret, even if today is a down day, is there any shot that folks won't be buying with both hands on Monday morning?

One of the best performing sectors of late and through the latest bull run from mid June has been the brokers. Take your pick of the majors, GS MS MER, all have done great and if you think the party will continue on and on and on, there is no better way to play. And if you drill down to the numbers, its hard to make an argument that these stocks are expensive. In addition, I suppose before long someone will pay up for the Morgan name and it will be gone in a takeover by a big bank.