[suboptimal]

I don't know what an investor should do--I just watch the money move. Money will always flow somewhere, because it has to.

Where will it flow next? Probably wherever it isn't this time.

Right now commodities (a.k.a. "stuff") is getting the attention, as some have predicted for years (someone's always predicting something for years, until it comes true).

Recently: Tech -> Housing -> Stuff -> ?

A problem for people with money to worry about. ;)