The news out this morning is that Federal Reserve Chairman Ben Bernanke attended a dinner last evening and hinted in a prepared address that the Fed would drop rates again at their December 11th meeting. He cited higher food and gas prices, tight credit and a poorly performing stock market as "head winds" facing consumers and the economy.

I expect household income and spending to continue to grow, but the combination of higher gas prices, the weak housing market, tighter credit conditions, and declines in stock prices seem likely to create some head winds for the consumer in the months ahead

Stock futures this morning are up, naturally.

I think today might be a great day to sell a few things I've had in mind to offload.