No, I don't see it. I think we've now hit the bottom on the DOW and it will now soar to 17,000 before years end. I suggest buying US financials and consumer discretionaries and selling all commodity plays, particularly gold.

One can never call a bottom so I believe that by purchasing quality financial companies and holding you will profit down the road. The key is not to look at your portfolio everyday. Just buy your stocks and look at your portfolio once per year.

Stocks I am recommending are... LEH ... hmmm now I haven't looked at them in a year and they seem to be gone... oh well how about BS... no.. sorry they seem to be gone as well. Ahhh here's one.... Fannie Mae... uh well maybe not.... I'll have to update my list and will get back to you all. But you certainly understand the principal here. Buy and HOLD!!!!

I have included the above outlook along with my resume to CNBC in application for a regular guest spot on "Power Lunch".