Yeah, Jim Rodgers knows he's right on the financials. When asked what kind of timeframe on the financials crashing, he said he's the worst predictor of tops and bottoms. Jim said time didn't matter, it's going to happen one way or another.
He did says him investing time frame is a long one.
Anyhow, I think financials will rally, but start the crash to hell in about 12-18 months.
But, no matter the direction, you can play it both on the long and short side. :>)