Fund categories to invest in NOW!

So what are some good categories to invest in right now?

I read that small-cap, junk bonds, and retail/services is a good place to invest coming out of a recession because once the credit crisis eases, banks will be more willing to loan small businesses money and so the small-cap and junk bonds will do well and more credit to consumers means more people will buy retail/services type products.

What about commodities? They've done really well during this down period.

How about Financials and real estate? They should be pretty close to the bottom?

Thoughts?

I think chasing the market or playing games with timing is just begging for trouble, frankly. I would set up a reasonable and diverse strategy and stick with it, long term.

I agree with bigred, have you heard of the efficient market hypothesis? It pretty much says it is impossible to outperform the market because the prices of the stock or fund will always reflect all available information. I would suggest having a diversified portfolio and choose after doing extensive research.