We're getting pretty close to the edge here, but you are smart enough to know "timing" the equities market is a fool's game. Gains aren't profits till you take them, and then the 15% cap gains tax negates a good bit of it. Plus, then how do you make what's left work for you? Fact is fixed income returns suck right now, and for the forseeable future. Stick with a long term strategy, and count yer chickens when the actually hatch.
And I disagree commodities are a good value, gold is darn near twice it's actual value. Farm commidites are extremely volatile, even if a percieved value today.
There may be some localized value in real estate. You got the patience for being a landlord? It's a sure bet, if you do.
I loved yer puns though.
We keep this up and somebody is gonna, rightly so, call us on it. And you'll owe me a home brew for sure.