Bought the bottom last monday, has more than 20% so far. Taking the most of them off the table now, only left some, but LONG and SHORT are balanced. Long a combination of energy stocks (xle, solar) and infrastructure stocks (Obama play), short ES. Will be traveling a lot this month, no time to focus on the equity market. Dennis Gartman recommends to put on a modest length on CBI, DRYS, AA, X, (I like VMC too), buy DBA under $26, and short the broad market(SPY or SDS). He also recommends to go short TLT or TLH at some point, the bond market has rallied recently, with the increase government spending, US has to issue more debts, and long term bonds will come off. Have fun everyone. :-)