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To: anializer who wrote (64899)	9/20/2008 11:47:00 AM
From: Keith Feral	Respond to of 118717

2002 was a real ass kicking. The lessons learned during that period clinched my decision to go 100% cash the Friday before Lehman's debacle. I tried scaling back in all week without much success of being able to hold anything til Thursday. As the dust settles, I will try to spread back into the regularly scheduled portfolio strategies - fixed income, energy, materials, financials (love them), healthcare, technology and absolutely NONE of the sectors associated with the consumer like packaged goods or retail. General Mills and Target will not be the beneficiaries of rising input costs. Everything about this week reeked of the final capitulation. Mutual fund outflows, vix indicators, failed money market funds, government seizures, etc... Even the guys like Cramer that are too close to the action can't see the opportunity that lies ahead. The sequential indicators for the rydex banking index, RYBKX, has now reversed an 18 month downtrend. Using Friday's close at $7.44, the banking index is now trending higher on a monthly basis since the end of 2006. The banks had a 30% return in the 12 months following the first RTC.