A Millie

is one of the hottest tracks out there right now, and for the hip hop impaired Lil Wayne is referencing his deep pockets on his latest album, The Carter 3. Then Jay Z came along and did a freestyle titled A Billie, so you do the math and guess how deep Jay Z's pockets might be. Now take A Billion and multiply it by 200!!! And whose pockets are those?

Yup, 200 Billion represents the estimated total that the could be used to "save" Freddie Mac and Fannie Mae...each possibly receiving 100. And who is responsible for those deep pockets none other than (unknowing) executives like you amd me! The Treasury department made the call this weekend to take over the two entities and bring a little some sense of reassurance that the end of the world is not approaching. And please believe me that as stock prices of these two entities headed for zero, the government could not let let them fail or else the American economy as you know it would have collapsed!

What does this mean...or more importantly what is the market telling you this means. Mr. Market right now is telling you by today's action that it is a solid move because he is hoping that this helps the mortgage rates to go down. If rates drop, consumers may be more likely to actually repay their loans, decrease the future foreclosures, and maybe even people from spur some consumers to think about taking out loans and buying houses. Who does this help, namely your banks and your and a long shot is the homebuilders.

So remember just awhile ago when I mentioned taking cover and waiting the storm out in safe investments like money markets and treasury investments, well now I am telling you to start reallocating your investments. I am leaning to Financials and Large Caps to benefit from this recent news. Why because as you start to calculate various probabilities, many analysts have reduced the likelihood of a catastrophic financial institution failing. Now don't get me wrong there will be banks that continue to fail but less likely it will be a BIG DOG.