Finally Treasury had laid out a plan to bail out FNM and FRE. Not surprisingly, the rescue plan was made public on Sunday (now investors would be scared to hold Finacial stocks over the weekend). Monday, FRE and FNM would fall to near zero levels, the dollar weakens, pushing gold and commodities up. stick to the same strategy that I laid out a couple of days back.. long gold and ferts, commodities.. Will it work.. Well .. i am not sure!!!

Its a crime to hold a conviction in such markets!!!