Gold and oil/natural gas are staying as they are, they are mostly hedges against inflation and devaluation of USD, the real shinning groups are China stocks, and defensive stocks. We will keep eating drinking making babies even in recession (or more so if more get depressed, :)). PG and JNJ and General MIlls and Nestle are all trending high. teches a whack and will continue to be the same, or even more so imho. First the accounting rule change which mandates option expense is one little voice that exposed the king's naked body: the US tech companies are not that a wealth creator as they are promoted as. Then, the backdating of option. Let's face it, that is a plain robbery to shareholders. This is a trust issue. We have had Enron. People will not forgive something who has stopped making money for them. and then the CD, 5% is a pretty number isn't it? asset allocation. The first and most important issue.
