Investors accustomed to seeing strong stock market gains in the October-February period, may be wondering what this year will bring after the stunning rally that began in April.

Much of that has been based on the assumption that recession would yield to recovery and then expansion. There is, however, a contrarian view that says the market is already way ahead of the economic reality and that the rally to date, never mind the end-of-year bounce, is wishful thinking.

Call it the what if scenario. Suppose we are in for a double dip recession, or an anemic, flat-line recovery? What should you do with your money if the Dow Jones Industrial Average drops like the temperature this winter?

Whither the Economy?

"It depends on the timing of the pull back, and how it happens........

(read remainder of article on finance.yahoo.com/news/What-To-Do-If-The...mp;asset=&ccode=)

we have learnt nothing yet, the investor community is still gambling, putting gambling before seeing sound fundamentals, are we about to see the reality of this gambling policy reveal itself again ?.., your opinion ?

I also believe economics & investment has become counter intuitive & not intuitive anymore & until this attitude stops we going to have problems....., what is intuitive making investments on fancy mathematical models only.., & financial innovation beyond the bounds of ordinary understanding is ridiculous (how wonderful hindsight looks now)....., & when all is said & done about economics we will learn that if we don’t look more carefully at human behavior in the equations we going to get it wrong......, fear & greed that’s driving these markets....., & at the end of the day we have uncertainty about the future & uncertainty will ultimately decide the direction of our markets...., all my opinion (from a person who has not studied the first word in economics, but believes in intuition), what’s yours ?