iShares Dow Jones US Brok-Dea. Ind.ETF (AMEX:IAI)

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

Broker Dealers are safe now, w00t!

This an ETF that tracks the broker/dealer segment (Etrade, Charles Schwab, etc.) This is another sector that has been hammered lately and is poised to benefot from an economic turn-around.

Look, we may not be at the bottom of financial and housing cycles, but I believe most of the negativity is priced into the market. My time frame is for 5 years, believing that you can't pick an exact bottom but this should be close enough in the long term. I also believe that after recent beating down of the stock that there is a good chance that over the near term as money comes back into the market looking for beaten up stocks it will lift IAI along with the other financials.