SeekingTruth

Stocks, Bonds, Commodities and Currencies: My Predictions for 2009

Good work, and it required a lot of diligent analysis to do this useful product.
I am sobered however by the 1966 to 1982 cycle in which we could similarly default judging from all the present conditions. Comments about weakening S&P 500 earnings forecasts are also a great concern, as previously mentioned.
Therefore I would also prefer well selected and closely watched individual stocks, and similarly selected ETF's when your own indicators suggest an appropriate move for increased risk taking.
Mutual funds should now be avoided by most due mainly to their harsh tax implications and traps. Better choices abound.
And be ready to take a good profit when it presents itself, and do not hang on in the case of individual stock or same sector weakness. There are ways with options to mitigate an early sell miscue if one educates themselves well.
If you do not have a set of reasonably trusted indicators, then I would be late to the party this time around. If you don't have them -- get them!!
And yes , cash is better than bonds right now, if you think we will ever recover at all. The bond short position at a later date is also well noted and received.
All in all , a fine piece of work.