So, to sum it all up, I think that the idea of the politicians doing things right is so slim that it would be fanciful to consider anything that makes you want to rotate into the losers for more than a couple of weeks. You can play a shift to the losers from the winners, and you can add some more of the better financials and techs in a hedged bet on the possibility that the people in charge worldwide will actually get it right. That's for certain. But remember: You would be presuming that the leaders of China, Europe and the U.S. will do the right thing for their economies -- not for themselves or for their current predilections. That, ladies and gentlemen, is one gigantic sucker bet. And nothing more. Random musings: See you at Villanova! At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in the stocks mentioned.