RE:stay shortpi, you are making some good points here and you have 50% probability to be correct at this point.
Why are you so confident that 2009 will repeat? This is a different type of crisis and the path to recovery will be different.
What if major indexes continue to climb due to infinite money supply? What if gold and gold stocks do better than the major indexes? What if the inflation picks up and your cash loses value? Aren't you worried about all money printing that is happening in the world?