To: Crimson Ghost who wrote (3613 ) 11/7/2008 2:25:38 PM From: LTK007 Respond to of 3906 TSR Executive Summary just received from TSR <<Cash and Carry World Executive Summary The market had been going up for a week through Election Day. As our readers know, we considered it a "bear market rally" and advised subscribers to do some selling into the strength. There were plenty of others planning to do the same thing, as Wednesday and Thursday produced the worst 2-day decline since 1987. We think the market may be close to having priced in the worst of the credit crisis, but not the global recession, the Great Deleveraging or the Great Re-Regulating. On the way down, there will be more bear-market rallies, and as Obama's economic program is slowly unveiled, we expect investors to take heart and bring the S&P as high as 1100 again, before resuming the downtrend. Meanwhile, why not get paid to wait as this volatile unraveling process continues? We recommend high-yield investments in the beaten down energy and commodity sectors that will pay your grocery or utility bill while the market sorts itself out. They yield 2-3 times more than the Dow industrials and are likely to recover faster once the economic fire storm passes, since they are leveraged to fast growing economies. We like Gerdau (GGB), the Brazilian steel maker, with a P/E of 4, currently yielding 14%. The Best 4 Quants Model Portfolio has been in cash for the past four weeks. So far this week, the S&P 500 has lost -4.2%. Since Inception on 3/14/2003 the model has a return of +207.5% vs. the S&P 500's +8.6%. The Best 4 Quants model has a Compounded Annual Growth Rate (CAGR) of +22.2% per year. There are eight picks for this week: EXPD, FAST, GPC, HRL, LPHI, LECO, SYK, TNC. For those who do not follow the Best 4 Quants model portfolio, we offer our TSR Timing Model as general guidance on the relative safety of the current market. On 11/6/2008, the Timing Model went from +200% invested to -25% invested. Take a 12.5% position in SDS, which doubles the inverse of the S&P 500.>> More later but i add that these mechanical shifts are now very fast and can not be used by people that don't keep their eye on ticker-- it is a complex sysyem which i simply have NO time to explain-max