Most my holdings rised. like PIR, KPFI will keep them for several months.Tomorrow, I will by FIG or ACAS depending on their price. Also, SMI seems bottom up. I think Chinese smi will have great potencial for future.

Just read this Article. I have a feeling it is right.
Stimulate Manufacturing, Not Consumption

http://www.forbes.com/opinions/2008/12/29/manufacturing-productivity-stimulus-oped-cx_jk_1230kotkin.html


It says:

we need to remember what actually drives economic growth. The ultimate fate of the economy will not be determined in the malls, but in the mines, oilfields, farms, factories, design shops and laboratories of a more productive economy.