This is a long-term, sector rotation and macroeconomic investment. You can't time this in the usual sense. When do you sell? After a long string of tightenings, sell after the Fed cuts rates for a second time. Not until then. Disregard the far-left loons on this board. While I despise the current administration's ideology, this is more than an Obama issue. This is a fundamental reshifting of how this nation's finances are managed. This will end badly, very badly. Unless Bernake has single-handely suspended the history of monetary policy, expect a blood-bath in bonds.