Traditionally asset allocation has been the makeup of a smart investor. I don’t agree with that investment strategy is type of market. This type of market is what I call a “Follow your instincts” market. If your gut tells you to move to all cash then do so. I tried to do this in early 2008 but two of my advisers convinced me otherwise and I lost almost $100K in a 6 month stretch in my retirement. On my non retirement portfolio I followed my own instincts and did very well. sdr I believe you made a wise decision. The equities markets are as much if not more manipulated than the RE markets. The day of reckoning for the markets will be here again soon.
I have been a advocate of gold and silver in the past, but truthfully I believe the ETFs, GLD and SLV, have created an avenue for those to be exploited as well. Manipulation is the name of the game. I wish I was related to Bernanke so I could get some inside tips:).
