*lentinman, If anything, I'm going to attempt to make a point that a bear market can be beat with a marginless portfolio in strictly stocks or mutual funds from the "long" side. Going "long" a bear fund is perhaps the greatest weapon to combat a bear with a portfolio of such restrictions, and time permitting, I would expect $GOLD stocks to once again reign supreme as well much like they did in 2001-2002.
I'm also curious when your guy is going to make his call, this seems like the markets last stand to me based on my T/A... If he misses this, his call may not come until the Dow is entrenched under 10,000!...
HI-HO SILVER !!!