"Bulls make money; bears make money; in the end, pigs shoot themselves through greed," says Charles Payne in WStreet Commentaries. Here's his cautiously optimistic outlook.

"Let's get this straight; the Fed is willing to take damn near any form of collateral including those prints of Van Gogh's 'Sunflowers'" in the employee dining room, right? So, how much more do financial companies want...or need? They'd love a blank check but that isn't going to happen.

"The total amount available under the Term Securities Lending Facility (TSLF) could increase from $200 billion and there could be an interest rate cut. But, for the most part Wall Street has to fend for itself.

"In the 1969 film They Shoot Horses, Don't They? we witness a Depression-era dance marathon for a grand prize of $1,500 (that's not much money now).

"The emcee of the events eggs on the contestants, already desperate to win at any cost. Throughout the film the main character is reminded of a time during his childhood when a horse was put down after breaking its leg.

"Many would say that Wall Street was egged on by an overly accommodative Federal Reserve or an administration reluctant to regulate the industry.

"As a result, the financials have been in a marathon dance for survival this year, but just like that horse at some point putting down for the count those with the largest fractures may be most humane.

"I think that the most compelling stocks are the dry bulk shippers," says Charles Payne. In his Wall Street Market Commentary, he looks at the sector, its implications for the economy and his favorite picks.

"The dry bulk shipping group had been under a fair amount of pressure after a meteoric rally that said rates would come on with a Tiger Woods-like rebound after swooning at the start of the year.

"I consider the dry bulk index the best barometer of the health of the global economy. There is no doubt that at some point higher crude oil becomes the headwind everyone says it is, but I'm still not sure that level has been reached yet.

"On the global stage, many nations are paying substantially more for gasoline than the U.S. and yet their economies continue to improve. Obviously, on the one hand we would like crude oil to respond to a demand tipping point by way of Americans saying 'no mas.'

"By the same token; however, it would also be encouraging to know/see the economy getting better even in the face of this would-be headwind. I have to say that recent slide in dry bulk rates could be more technical rather than some sort of reaction to higher crude oil; the long-term trend is intact and today's action is compelling.

"Our favorites in the group include Genco Shipping (NYSE: GNK) which looks great in current trading, Teekay Shipping (NYSE: TK), and Diana Shipping (NYSE: DSX). All of these stocks are oversold and have tremendous room on the upside."

Each day, Steven Halpern's TheStockAdvisors.com offers the latest market commentary and favorite investment ideas from the nation's leading financial newsletter advisors.

It's been said that the most dangerous words in investing are "This time is different." But with the Dow near record levels and the S&P flirting with 1,500, some are considering today's activity "different" from previous highs.

Charles Payne -- editor of Wall Street Commentaries and a regular financial commentator on Fox Business news -- along with analyst Conley Turner explain, "We began today's session at records levels, propelled by a winning streak that has not been witnessed before by most people alive today."

Indeed, he notes that since 1897, we have only seen a similar winning streak in the Dow on two occasions. These years, he notes, were 1927 and 1929. He states, "With that fact, if history is any guide, then there will eventually be some consolidating of gains in the near future. Nonetheless, the current positive trend is secular in nature, and nothing short of a financial accident is likely to cause a reversal."