Mostly: Classical

[ItsAllCyclical]

If you don't mind what did you get hit w/last year that made you want to stay out of the markets (sector/stocks)? What would you do different seeing the same data?

One trader to another.

I'm more on the deflation side as well at least for the foreseeable future, however I must admit while I acknowledge as possible your targets I'm hoping they are on the far side of the bell curve.