It's really more about a whole New Economy versus the Old.   Real growth is in the small and midcaps doing things like alternative energy, hydrogen, linux, web 2.0 ...

Just because the Dow falls, doesn't mean "the market" is bad.  We're getting some much needed correction because Dow stocks are valued as monopolies but most are now in industries that are commoditized.

Contrast that with the significant IP being generated by nanotech, hydrolysis research, materials for storing hydrogen, catalysts and so on that will be real value for companies.

I myself have found a few stocks that blanket a range of alternative technology and green energy companies and continue to fund those.