Unfortunately, a realist. Only someone on drugs or with an IQ below 100 could actually figure that financials are currently in good shape. I mean, this is a Duh!
Having said that, however, move up the road a few months and I know some of these financials' stock prices are going to look unbelievably cheap. But that means you have to hang onto them for quite awhile. I prefer trading right now - both up and down.