i am old enuff to have experience this type of meltdown before. I think wahz is ancient also and i will defer to him on this. But my memory says that when we identify a bottom and make the plunge in order for this pain to be all worthwhile we go financial. Without the financials there is no market. A basked of brokers, global banks, US banks goldman, small piece in mortgage insurers. When this turns they will make up half their losses in no time. At that point switch back into tech
EDIT i didnt see i was answering you thats why the reference to you in the post