Sold my positions in AQNT & HET

Pretty uneventful week in the markets--same old theme (M&A Activity, Treasury Yield , Fed Rates and Energy Prices) any one of those themes have been moving the market one way or another this week. Like I mentioned last week--I was going to sell my positions on AQNT & HET as both of these companies have been bought out. It's kinda funny because when I took a position on both of these companies I never had the intention that they were going to be prime candidates to be taken over. So as you can see by the sector allocation the proceeds of the disposition is sittin in cash--which currently makes up 10% of my portfolio. Don't worry I'll be using the cash to good use however I feel that we are at the fork at the road in terms of where the US Economy is going. Some analysts say that the "housing market" will spill over into the rest of the economy and that we are in for weaker growth which will lead to a rate cut. This means that basically any industry that is sensitive to GDP growth will tank an example of this would be Transportation--however if we see a rate cut Financials would probaly rally. Now some analysts forecast that the economy will pick up in the later part 0f 2007 and we are either going to see a rake hike or rates being level to what there are now. So as you can see it's a little bit more complicated and maybe the best answer is to just sit on the cash and wait until we get a clear direction. Stay tuned and I will let you know what I decide to do....