US Market had a nasty fall yesterday. The problems exacerbated with both
banks and auto manufactures failing fast at the same time.

Some commentary from our hedge fund friends

*"It looks like the CMBS market is starting to come unhinged, and today's
shellacking of financials was based on perceived exposure to CMBS. C is near
the top of that list."*

*"Unfortunately, the actual "economic" crisis has just begun. Consumers have
only now really started tightening up. Up until now, disbelief has reigned."
*

Here are some quick charts : Look at this
chart<http://1.bp.blogspot.com/_pMscxxELHEg/SSSevkxwNtI/AAAAAAAADzE/V_BMgbRML4E/s1600/four-bears-large.gif>,
the 1929 has wiped out 90% of gains. The downturns can be long and severe.

Don't forget the Nikkei, which is still down 78% (and counting) nineteen
years after the peak.

I would advise selling equities and going into FDs if you haev a short
requirement for the money in equity

*NIFTY Gap Down Opening 2555*

*BSE Gap down 8500*
**
*

*--
______________________
Navin
NS Capital Partners

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