Events intervened in an interesting way. With all that, it was a solid day for my portfolio today, with Apple and Williams Sonoma making strong moves back up. I went ahead and did the analysis of what Dow stocks I would buy tomorrow. Even though stocks are not cheap in general, it looks like a good place to keep money in equities. It's with low core rates of inflation and the economy slowing, it seems more likely that interest rates will drop, not rise.
Bonds look good.
One problem is the inverted rate curve. Analysts suggest that long bonds from the treasury have been bid up in price because of scarcity and a feeling rates have peaked. So if I want to put my idle cash into interest bearing funds I can take the income in the short term or try for bigger profits with zero coupons. Since its an aggressive, profit seeking portfolio, it looks like it will be zeroes. I'll keep my Beating the Dow stocks, but add some money to a bond strategy.