probably makin a mistake but

covered my qqq short. i still think tech valuations too high but im figuring market rallies real soon. dont see how the market can keep goin south as bonds have trounced stocks so bad its a joke. i figure asset allocation has to change so money has to go into stocks. maybe tech wont do much and rest of market will but tech has shown much better relative strength. unbelievable but true so i wont fight it. ill be buyin financials and consummer non durable related stuff next week. still hedged against the dollar although i lightned up on it. bought a little today includin mbs reits. got some cash ready to go to work. get this im looking at some tech issues too. sun is gettin awfully interestin at $4 a share. book is $3, psr about 1.0. am i nuts?