Today is Capitulation Day for major financial stocks. Despite the Treasury Department's takeover of Fannie and Freddie, Lehman's bankruptcy and the Fed's $85 billion loan to AIG, financial stocks are plummeting. However, the best buying opportunity of our lifetimes is now at hand. Many of my agriculture and energy stocks are holding up well today. These stocks will emerge as an oasis amidst the financial chaos especially since they're on the verge of announcing strong earnings in a few weeks.

When all the dust settles, our fundamentally superior stocks will finish the third quarter strongly due to quarter-end window dressing. Then these same stocks will report outstanding earnings. Due to easy year-over-year comparisons, the third-quarter earnings will be up for the broad stock market and will be even strong in the fourth quarter. P/E Ratios are now approaching an 18-year low, and may soon be at a four-decade low.

Cash that's sitting on the sidelines is now close to $4 trillion which is about 30% of the stock market's value. There will soon be a positive event that causes this cash to pour into the stock market. I recommend that you jump in feet first in my A-rated stocks from PortfolioGrader Pro. Steer clear of the major financials with C, D or F grades.

Your best defense is a strong offense of fundamentally superior A-rated stocks that are on the verge of reporting blow-out third quarter earnings.