I figure the collapse of Lehman Brothers could use a theme song. It's going to be a sleepless night.

Big money goes around the world
Big money underground
Big money got a mighty voice
Big money make no sound
Big money pull a million strings
Big money hold the prize
Big money weave a mighty web
Big money draw the flies

Sometimes pushing people around
Sometimes pulling out the rug
Sometimes pushing all the buttons
Sometimes pulling out the plug
Its the power and the glory
Its a war in paradise
Its a cinderella story
On a tumble of the dice

Big money goes around the world
Big money take a cruise
Big money leave a mighty wake
Big money leave a bruise
Big money make a million dreams
Big money spin big deals
Big money make a mighty head
Big money spin big wheels

Sometimes building ivory towers
Sometimes knocking castles down
Sometimes building you a stairway —
Lock you underground
Its that old-time religion
Its the kingdom they would rule
Its the fool on television
Getting paid to play the fool

Big money goes around the world
Big money give and take
Big money done a power of good
Big money make mistakes
Big money got a heavy hand
Big money take control
Big money got a mean streak
Big money got no soul…

Friday's post and comments is getting wayyyyyyyyyyyyy too long, so I thought I'd break things up a bit.

So, I wonder what cuteness the Feds are going to pull this weekend? Use taxpayer dollars to bail out Lehman? Send everyone a $2,000 check they can spend at WalMart? Cut interest rates to 0%? Make short-selling illegal? You just never know.

Everything is waiting to see what happens to LEH, of course. With only 365 cents left to its share price, there's not much left to fall.

This last posting of the week is going to be somewhat different – – I'm not going to provide any opinion on the broad market. Instead, I'm going to offer a "theme" to invest. Specifically – – re-entering short positions on the energy/gold sector (I think of them as one sector these days, strange as that may sound). My narrative is pretty simple. I think the EUR/USD, which has been firming up, won't get much past the ~1.43 level, tinted below.

Here's a closer look. As you can see, the retracement level is just about at 1.435.

Simultaneously, I think OIH (which has firmed up most of this week) also won't be able to get past about 170 (I don't rule out that it won't get much farther at all; I simply think all this stuff has a bit further to climb).

And, finally, gold/silver (as I measure via the $XAU index) won't get past the mid-130s (thanks, by the way, to giggity for the PAAS suggestion since I expressed an interest in going long silver; it was up nearly 10% today).

Having said all that, I think there are a bevy of short/put-buying opportunities. Some of these I've already entered; some I plan to enter next week. Here are some favorites:

And I'll close this week out with a bizarre 4+ minutes with Bill Gates and Jerry Seinfeld, which was just released this week. Actually, I think it's pretty funny. Adios!

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To newcomers – – please note that it's imprudent to bother clicking on a URL from anyone that doesn't have an avatar. By and large, legitimate posters have avatars, and nitwits like Ned don't.

As an aside, I will mention that the OIH pushed near to the $166 level that I was hoping for in order to get some good re-entries, and those have been done. There are many splendid retracements ou there in the world of energy and metals.

Above is just one good example.

Thanks again, everyone, for the marvelous responses to my "psychology" post from this morning; I am always in awe of the incredible group we've got here. Huzzah, Slopers!