Do You Like Gold, You Like Energy?

We tend to avoid the cyclicals a those thate ther can be higher risk in a bear market. We're also holding individual equities now, and there are corps holdings out there that i think are still good. You have to be selective on a stock by stock basis, but an industry basis, i think the health care staples might be bor ing, but theyre still a little bit more stimuli. This is one of those areas where i would stare away from any sectors or stacks that have a high exposure to real estate. That's the achilles heel. And i think we're going to see a big shock in some of the housing statistics coming out overth three monthsd